IRAs and Roth IRAs

3,120 topics in this forum

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

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

2. 401(k) into Roth IRA

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

3. are they ANY guarantees?

   By Guest alk1, April 1, 1999
   • 3 replies
   • 1.8k views
   • 
   • John G
   • April 1, 1999

4. IRA investing in Real Estate LLC

   By Guest seentheworld, September 5, 2007
   • 5 replies
   • 1.8k views
   • 
   • John G
   • September 7, 2007

5. 457B plan for Roth IRA contributions

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

6. Roth recharacterization - calculating taxable portion

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

7. Tax Impact on IRA Distribution

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

8. Basis on Roth Conversion with 401K Rollover Unconverted?

   By Guest SONNI, April 8, 1999
   • 1 reply
   • 1.8k views
   • 
   • Kathy
   • April 8, 1999

9. Did EGTRRA change IRA phaseouts?

   By Guest Barney Byrd, September 22, 2001
   • 1 reply
   • 1.8k views
   • 
   • BPickerCPA
   • September 23, 2001

10. Transferring Mutual Fund to Roth IRA

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

11. corporation and roth

    By Guest elderwolf, July 9, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2006

12. Roth IRA for a Minor

    By Guest dells, January 4, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 12, 1999

13. Quick question about Roths...

    By Guest MelsMontanaDraft, December 20, 2001
    • 6 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • December 23, 2001

14. qualified plan IRA moved to trad IRA

    By Lori H, January 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • John G
    • January 23, 2006

15. Traditional IRA that lost value, then converted.

    By Guest Ken L, June 27, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 1999

16. Contribute to 2003 or 2004 Roth after filing taxes?

    By Guest aninnag, March 28, 2004
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • April 2, 2004

17. Trust as the Beneficiary of an IRA

    By Guest SPollock, September 23, 1999
    • 3 replies
    • 1.8k views
    • 
    • BPickerCPA
    • October 5, 1999

18. Roth, LSA and RSA question

    By Guest splash2mel, May 22, 2003
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • May 22, 2003

19. RMD in year of death

    By Guest Ken Behrens, November 13, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • November 14, 2006

20. Death of IRA beneficiary

    By steve-o, December 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 13, 2007

21. Help! $5000 excess Roth IRA contribution to Vanguard in 2002

    By Guest sundance6, January 14, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 19, 2004

22. Roth IRA conversion and recharacterization, how to report it?

    By Guest Stuck, April 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 10, 2001

23. IRA Contribution deadline- Fiscal year

    By jane123, May 19, 2005
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • May 21, 2005

24. Converting to a ROTH in 2011?

    By Lori H, June 23, 2011
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • September 16, 2011

25. death beneficiary options

    By Guest gastultz, April 16, 2001
    • 7 replies
    • 1.8k views
    • 
    • BPickerCPA
    • April 18, 2001

26. Non-US citizen -- IRA rollover permitted?

    By katieinny, September 4, 2018   

    • no longer living in us.
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • September 11, 2018

27. Another inherited mess - Loans in an IRA account

    By Guest RJM, April 11, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • April 12, 2002

28. IRA Rolled over to Qualified Plan

    By Guest PensionAdministrator, July 14, 2003
    • 5 replies
    • 1.8k views
    • 
    • katieinny
    • July 24, 2003

29. IRA in 1982

    By Guest Zeljka Saric, February 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • February 22, 2001

30. Help! What should I do?

    By Guest student79, June 7, 2005
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 11, 2005

31. Can you open a Roth if you contribute to your company 401(k)?

    By FundeK, April 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 9, 2004

32. 5 year clock on rollover of Designated Roth

    By AndyH, April 28, 2016
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 13, 2016

33. Failure to return the plan agreement

    By Guest mvangri, August 11, 2011
    • 5 replies
    • 1.8k views
    • 
    • Appleby
    • October 15, 2011

34. Roth IRA's bought through Buy and Hold

    By Guest freshair, July 10, 2007
    • 5 replies
    • 1.8k views
    • 
    • John G
    • July 11, 2007

35. The Pros & Cons of Sub-accounts and No-loads

    By Guest kathye, December 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • December 6, 2004

36. 2010 Conversion of Traditional IRA to a Roth IRA

    By Guest Dressageho, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • August 8, 2009

37. Self dealing limitations on Roth IRA's

    By John G, April 18, 2000
    • 5 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • April 28, 2000

38. MULTIPLE BENEFICIARIES after RBD

    By Guest robertcusick, February 27, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2006

39. roth distributions prior to 59 1/2

    By Guest rick123, February 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • February 5, 2002

40. Spousal IRA contribution for person "not covered" by a retirement plan

    By Guest garymc, January 22, 2004
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • January 25, 2004

41. 401(k) Rollover into A Roth IRA

    By DTH, September 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • September 18, 2008

42. Contribution vs. Conversion Rules

    By Guest jc7032, November 15, 1999
    • 8 replies
    • 1.8k views
    • 
    • John G
    • December 22, 1999

43. Roth IRA for down payment of future home?

    By Guest sevynomis, June 2, 2006
    • 1 reply
    • 1.8k views
    • 
    • John G
    • June 13, 2006

44. Tax advantage to a Roth IRA loss?

    By Guest PaulRo, February 19, 2005
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 26, 2005

45. Having trouble with custodian of decedent's IRA; how to title the acco

    By Guest robertcusick, July 13, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 13, 2000

46. Cash Contributions

    By Guest curious023, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998

47. getting money from 401k without penalty...

    By Guest playa-j, June 27, 2001
    • 3 replies
    • 1.8k views
    • 
    • John G
    • July 3, 2001

48. DEADLINE FOR REMOVING IRA EXCESS CARRY-BACK CONTRIBUTION

    By Guest AFRICA6796, February 9, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2001

49. Using a Roth IRA to save for a down payment on a first home

    By Guest Gregory Bell, March 19, 1999
    • 2 replies
    • 1.8k views
    • 
    • Kathy
    • March 20, 1999

50. Should I invest in Non Deductible IRA - HELP!

    By Guest APOPOO, March 14, 2006
    • 5 replies
    • 1.8k views
    • 
    • John G
    • March 14, 2006