IRAs and Roth IRAs

3,118 topics in this forum

1. MRD in light of changes

   By bzorc, September 20, 2001
   • 4 replies
   • 1.9k views
   • 
   • Appleby
   • September 25, 2001

2. IRA Conversion

   By Guest Pinewood, December 9, 1998
   • 1 reply
   • 1.9k views
   • 
   • BPickerCPA
   • December 9, 1998

3. Pre-59 1/2 "Reasonable" Interest Rate

   By Guest SPollock, September 25, 1999
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • September 30, 1999

4. Can a SAHM have a ROTH?

   By Guest AlaskanAtHeart, February 10, 2005
   • 6 replies
   • 1.8k views
   • 
   • John G
   • February 11, 2005

5. Why No Roth For Married Filing Separately?

   By jukeboy56, February 21, 2006
   • 1 reply
   • 1.8k views
   • 
   • Belgarath
   • February 21, 2006

6. Moving out of country

   By Guest Timbit, May 14, 2002
   • 2 replies
   • 1.8k views
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   • david rigby
   • May 14, 2002

7. At age 50, is it to late to save for retirement?

   By Guest Ann Harrison, March 10, 2001
   • 5 replies
   • 1.8k views
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   • John G
   • March 12, 2001

8. Roth contribution not allowed; investment loss

   By Guest deathbycashcall, April 15, 2002
   • 6 replies
   • 1.8k views
   • 
   • John G
   • April 16, 2002

9. IRA death distributions to trust-beneficiary

   By Guest ERISA_kid, June 12, 2003
   • 2 replies
   • 1.8k views
   • 
   • Appleby
   • June 12, 2003

10. After recharacterization, what is length of waiting period before able

    By Guest Jeff G, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • BPickerCPA
    • March 29, 2001

11. Reporting K-1 information for IRA

    By Guest JeanneRenfinancial, August 9, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 3, 2010

12. An individual was granted an extension to elect to recharacterize his

    By Guest AFRICA6796, May 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 3, 2001

13. IRA Withdrawals

    By Guest eman, December 4, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 1998

14. Is it required that an inherited IRA be distributed to beneficiaries o

    By R. Butler, November 7, 2000
    • 5 replies
    • 1.8k views
    • 
    • BPickerCPA
    • November 9, 2000

15. "Borrowing" from a Roth IRA

    By Guest Sandra Biermann, April 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • John Olsen
    • April 28, 1999

16. Roth IRA Conversion

    By Guest rander, October 22, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 14, 2006

17. How to terminate my Roth IRA

    By Guest ClarkS, February 7, 2003
    • 2 replies
    • 1.8k views
    • 
    • John G
    • February 9, 2003

18. 2004 ecxess Roth contib recharacterized in Feb 2005...

    By Guest Zippwald, January 20, 2006
    • 3 replies
    • 1.8k views
    • 
    • John G
    • January 23, 2006

19. tax penalty first year

    By Guest Carl, December 7, 1998
    • 4 replies
    • 1.8k views
    • 
    • kocak
    • December 16, 1998

20. Excessive contribution to a traditional IRA

    By Guest criesi, December 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 6, 2002

21. Roth & divorce

    By Guest tbegley, December 4, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 1998

22. Are Roth distributions subject to 10% penalty if you are not 59 1/2?

    By JAMES PATRICK, November 19, 2000
    • 5 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • November 21, 2000

23. charitable donations

    By DDB BN, February 5, 2020
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • February 7, 2020

24. Recharacterization of Roth Conversion

    By Bruce Steiner, February 27, 2000
    • 1 reply
    • 1.8k views
    • 
    • John G
    • February 27, 2000

25. Roth IRA contribution

    By Guest ajs6, March 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • John G
    • March 19, 2002

26. Closing an IRA or Roth IRA 1-3 years after opening the account to buy a first house.

    By Guest ginarose4, November 10, 2003
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • November 10, 2003

27. Roth Income Limit

    By Guest amber_fort, March 20, 2007
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • March 22, 2007

28. Beneficiary naming Benficiary

    By Guest LMH, July 20, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 1999

29. Young whipper-snapper thinking ahead

    By Guest jamison, July 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • August 1, 2000

30. 4 year spread, cut short

    By Guest AHUGHES, December 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 7, 1998

31. Missed minimum required distributions.

    By Guest jpetrancosta, November 14, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 14, 2002

32. 401k to IRA to Roth IRA conversion & move from Tennessee to Minnes

    By Guest Scott Bemis, March 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 24, 1999

33. Inherited IRA

    By Guest 401kadmin, September 11, 2006
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • September 13, 2006

34. Any downside to designating a spouse as primary beneficiary and childr

    By John G, January 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • February 3, 2001

35. Recharacterization and earnings calculation

    By Guest cjsanders, December 7, 2000
    • 2 replies
    • 1.8k views
    • 
    • John G
    • December 7, 2000

36. Investment classes in Roth vs. Trad. IRA

    By Guest dcbr, March 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • John G
    • March 29, 1999

37. Investing in your own company in a Roth IRA

    By dh003i, August 21, 2003
    • 12 replies
    • 1.8k views
    • 
    • Appleby
    • December 31, 2003

38. MRD after death of spouse

    By bzorc, December 13, 1999
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • December 14, 1999

39. Excess Contribution to ROTH IRA

    By Guest john2491, March 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • March 29, 2012

40. Tax Impact on IRA Distribution

    By Guest WendyE79, July 29, 2004
    • 6 replies
    • 1.8k views
    • 
    • Belgarath
    • July 30, 2004

41. Roth recharacterization - calculating taxable portion

    By Guest Mallo, March 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 31, 1999

42. 401(k) into Roth IRA

    By Guest Jennif102, December 4, 2007
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • December 4, 2007

43. Start a Roth now, convert a IRA later.

    By Guest oiwon, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998

44. IRA in one spouse name only.

    By Guest SWynn, June 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • John G
    • June 3, 1999

45. Starting a Roth IRC - Which funds to choose?

    By Guest jstn, November 1, 2005
    • 4 replies
    • 1.8k views
    • 
    • John G
    • November 2, 2005

46. Taxable portion of non-qualified Roth distribution

    By Guest grecb1, February 16, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • February 20, 2001

47. Mistake made in 98 - how to correct it???

    By Guest JasonHenley, March 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 3, 2001

48. Transferring Mutual Fund to Roth IRA

    By Guest oldman74, May 7, 2008
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • May 7, 2008

49. IRAs for Internationals?

    By Guest Tom B, February 15, 2006
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • February 20, 2006

50. 457B plan for Roth IRA contributions

    By Guest Joyce 777, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • February 24, 1999