IRAs and Roth IRAs

3,118 topics in this forum

1. Allowed Roth Assets

   By Guest Sherman Baggett, May 9, 2001
   • 3 replies
   • 1.5k views
   • 
   • John G
   • May 10, 2001

2. 401(K) to an IRA to a ROTH ?

   By Guest KirkD., February 20, 2002
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • February 22, 2002

3. roth converted 2 years ago, now over 59.5, is distribution taxable?

   By JHalligan, November 29, 2022
   • 3 replies
   • 863 views
   • 
   • JHalligan
   • November 30, 2022

4. Relief for Missed RMDs Due to IRA Beneficiary Dispute

   By Plan Doc, February 23, 2024
   • 3 replies
   • 1.3k views
   • 
   • Plan Doc
   • February 23, 2024

5. Age Restriction

   By Guest Nate Haines, July 8, 1999
   • 3 replies
   • 1.5k views
   • 
   • Bruce Steiner
   • July 9, 1999

6. ETF'S

   By Guest runninlate, January 6, 2007
   • 3 replies
   • 1.5k views
   • 
   • John G
   • January 7, 2007

7. Looking for college savings suggestions

   By Guest nathannah, May 10, 2001
   • 3 replies
   • 1.4k views
   • 
   • wmyer
   • May 11, 2001

8. 401(K) after tax contribution to Roth?

   By Guest jay, December 10, 1998
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • January 4, 1999

9. Roth IRAs Hardship rule for withdrawing contributions

   By Guest creech2000, January 25, 2001
   • 3 replies
   • 1.6k views
   • 
   • BPickerCPA
   • January 28, 2001

10. Questions about non-spousal beneficiaries of IRAs

    By Guest JWIRA, August 19, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 19, 2006

11. Help us newbie's out!

    By Guest iplay72, April 7, 2005
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 8, 2005

12. Is it legal to redeposit funds from my Roth IRA I had withheld for tax

    By Guest irr7342, January 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 26, 2001

13. Tax/penalty treatment of conversion amts after five yrs, before 59.5?

    By Guest ncarl55469, January 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Kathy
    • January 4, 1999

14. Extended Distributions to IRA Beneficiaries

    By Guest SPollock, July 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 1999

15. How do I start a retirement account for a 2 year old?

    By Guest Nicolasa MMH, March 7, 2001
    • 3 replies
    • 2.4k views
    • 
    • John G
    • March 8, 2001

16. Ineligible custodian

    By Guest rim, July 14, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 1999

17. Distribution From Roth IRA For Educational Purpose

    By Guest irr7342, November 21, 2000
    • 3 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • November 22, 2000

18. Roth conversions

    By Guest pjb, December 11, 2001
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 12, 2001

19. roth conversions

    By Guest bob1, April 14, 2006
    • 3 replies
    • 1.2k views
    • 
    • John G
    • April 14, 2006

20. I contributes 2250 to a ROTH IRA last year in error. How do I fix it?

    By Guest aerofreaky, January 21, 2002
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • January 22, 2002

21. Rollover contribution to Inherited IRA

    By Guest Shelton, May 20, 2002
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

22. Inherited IRA question

    By bzorc, July 20, 2004
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • July 21, 2004

23. Put money into a Roth IRA and now need to get it back out to avoid pen

    By Guest csimard, December 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • December 13, 2000

24. RMD for year of death- tax reporting

    By Guest Shelton, September 17, 2001
    • 3 replies
    • 2k views
    • 
    • Bruce Steiner
    • September 17, 2001

25. Can spouse IRA go in old rollover IRA?

    By ombskid, September 18, 2007
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2007

26. Theft of IRA Assets & Settlement

    By Danny CPA, December 2, 2022
    • 3 replies
    • 2k views
    • 
    • Peter Gulia
    • December 3, 2022

27. Required Minimum Distributions

    By Guest rmdquestion, February 12, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2003

28. First-time visitor: Roth IRAs

    By Guest NnWylie, December 2, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 3, 2004

29. IRA Contribution Deadline

    By Guest batberf, April 6, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2003

30. Can you contribute when receiving a pension?

    By Guest gzwick04, May 31, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 6, 2005

31. IRA Investing in a LLC

    By Guest PB&J, October 31, 2005
    • 3 replies
    • 1.7k views
    • 
    • John G
    • November 5, 2005

32. Spouses IRA Election

    By Guest reg_h2b, January 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • BPickerCPA
    • January 31, 2001

33. Roth for education

    By Guest jonesey87, September 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 5, 2002

34. Penalty for 2004 Roth IRA Contribution if Over AGI Limit?

    By Guest rrowehl, May 4, 2005
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • May 5, 2005

35. contribution limits

    By Felicia, March 20, 2006
    • 3 replies
    • 1.4k views
    • 
    • Felicia
    • March 23, 2006

36. Sep IRA to IRA to Roth

    By Guest alitrac, March 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 4, 2003

37. help starting a roth at 18?

    By Guest katie927, September 16, 2005
    • 3 replies
    • 1.4k views
    • 
    • John G
    • September 27, 2005

38. Rollover by Spouse after Death of IRA Owner

    By Francis, April 19, 2007
    • 3 replies
    • 8.4k views
    • 
    • Appleby
    • April 19, 2007

39. designated roth contribution

    By Belgarath, March 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 14, 2011

40. 4974 Questions

    By Guest Letocha, May 2, 2000
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • May 3, 2000

41. roth ira contribution withdrawal?

    By Guest big_7, April 16, 2006
    • 3 replies
    • 2.2k views
    • 
    • txdd
    • April 17, 2006

42. December 1998 full conversion with shares ex-distribution payable 1/99

    By Guest Condorcet, August 15, 1999
    • 3 replies
    • 1.4k views
    • 
    • John G
    • August 16, 1999

43. CIP for Armed Force member ordered to active duty

    By Appleby, September 19, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 20, 2006

44. Is it possible to have an IRA with a broker and purchase stocks

    By Guest awatts, January 9, 1999
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 15, 1999

45. Correction of excess contribution w/o paying 6% penalty?

    By Guest amfam2, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 2003

46. IRA and rolling into a QP

    By K-t-F, April 8, 2005
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • April 8, 2005

47. Interest earned after retirement on Roth?

    By Guest smatts, February 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • John G
    • February 24, 2006

48. Custodian ignores requests to rollover

    By Guest gasmac, February 14, 2009
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 16, 2009

49. Beneficial IRA distributions

    By Guest Denise Murphy, August 17, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • August 23, 1999

50. Spliting a Roth IRA into separate ROTH IRAs by beneficiaries.

    By Guest Rick Holmes, May 4, 2000
    • 3 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • May 12, 2000