IRAs and Roth IRAs

3,120 topics in this forum

1. Traditional IRA contribution and immediate rollover

   By Guest jlee, March 9, 2010
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • March 22, 2010

2. Can I make a loan to myself from my Roth IRA?

   By Guest creech2000, January 17, 2001
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • January 18, 2001

3. Does a rollover amount affect the Maximum Roth Contribution?

   By Guest pinkcory, March 20, 2004
   • 1 reply
   • 1.8k views
   • 
   • Appleby
   • March 20, 2004

4. Nasdaq Marketmaker Settlement $$ Querie

   By John G, December 30, 2000
   • 3 replies
   • 1.8k views
   • 
   • JAMES PATRICK
   • January 13, 2001

5. Can a SEP IRA be rolled into a 401(k)?

   By billfgrady, January 19, 2006
   • 1 reply
   • 1.8k views
   • 
   • Lame Duck
   • January 19, 2006

6. can 401K rollover be put in a Roth IRA??

   By Guest quinn100, July 25, 2000
   • 1 reply
   • 1.8k views
   • 
   • Michael Devault
   • July 26, 2000

7. withdrawal of excess contribution

   By Guest benefit questions, September 18, 2009
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • September 18, 2009

8. After-Tax rollover to Roth IRA

   By Fisher, August 4, 2009
   • 0 replies
   • 1.8k views
   • 
   • Fisher
   • August 4, 2009

9. Basic Questions

   By Guest l_bhargava, April 2, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • April 4, 2002

10. 5 Year Rule - Inherited Roth IRAs

    By austin3515, February 2, 2022
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 4, 2022

11. Potential strategy for cicumventing the $100K MAGI limit for Roth conversions?

    By Guest rkal66, August 2, 2004
    • 8 replies
    • 1.8k views
    • 
    • John G
    • August 3, 2004

12. Lost IRA

    By Guest MidwestGirl, March 19, 2002
    • 1 reply
    • 1.8k views
    • 
    • John G
    • March 19, 2002

13. ROTH Investment Still Worthwhile?

    By Guest wobber, December 3, 2002
    • 7 replies
    • 1.8k views
    • 
    • John G
    • December 12, 2002

14. IRA withdrawal, can I put it back?

    By Guest mark1967, August 7, 2003
    • 10 replies
    • 1.8k views
    • 
    • Appleby
    • August 22, 2003

15. yet another trad to ROTH conversion question

    By Guest annasdayz, February 9, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • February 19, 2001

16. Conversion of SEP/IRA accounts

    By Guest StephenC, December 5, 1998
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 24, 2000

17. RMD and QDOTs

    By Guest P A Weick, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • September 16, 1999

18. Sep contribution and 5498

    By Guest Admin, October 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 15, 2001

19. Post 55 distribution from Pension Cashout w/ no penalty?

    By Guest irr7342, May 10, 2002
    • 5 replies
    • 1.8k views
    • 
    • Michael Devault
    • May 11, 2002

20. Roth IRAs and non-US investors

    By Guest Ric310, April 2, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 7, 2005

21. Need help to clarify 2 points on 12-month rule

    By masteff, September 22, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 22, 2008

22. IRA eligibility

    By Guest baxterdale, February 14, 2002
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • February 15, 2002

23. Convert to Roth IRA then MAGI is over $100K

    By Guest BillR, December 7, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 8, 1998

24. Rollover of Conduit IRA

    By Guest RPSS, October 9, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • October 9, 2000

25. Multiple IRA beneficiaries

    By Guest Rick, August 11, 1999
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • August 12, 1999

26. Re-characterization question

    By Guest Jay Dansicker, November 26, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 27, 2000

27. Roth IRA Contribution Deadline

    By Guest wayray69, February 26, 2005
    • 4 replies
    • 1.8k views
    • 
    • Lori Friedman
    • March 13, 2005

28. SAR-SEP Eligibility, Testing & Vesting

    By Guest JimJ, May 13, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2002

29. Roth Excess Contribution

    By Guest monicamn, February 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • John G
    • February 13, 2006

30. 1999 Roth Contributions

    By Guest jplang, December 9, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 10, 1998

31. Minimum distribution - year of death

    By Guest Judy Z, May 11, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2000

32. Improper Rollover to Roth IRA

    By traveler, August 1, 2007
    • 0 replies
    • 1.8k views
    • 
    • traveler
    • August 1, 2007

33. Excess contribution to Roth take it out or leave it in.

    By Guest cswan57, April 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 3, 2001

34. Conversion to Roth

    By Guest bobolink, July 30, 2009
    • 5 replies
    • 1.8k views
    • 
    • John G
    • September 18, 2009

35. Is % rate gauranteed?

    By Guest MLF, August 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • John G
    • August 16, 2001

36. deferred compensation rollover

    By Guest Darren Graff, January 19, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 4, 1999

37. recharaterizing a roth if 1988 return was filed Aug 16th, still time?

    By Guest davelc, October 13, 1999
    • 5 replies
    • 1.8k views
    • 
    • BPickerCPA
    • October 19, 1999

38. Wife does not work

    By Guest akahome, September 24, 2001
    • 1 reply
    • 1.8k views
    • 
    • John G
    • September 24, 2001

39. Investment in Closely Held business

    By MarZDoates, March 2, 2005
    • 6 replies
    • 1.8k views
    • 
    • dh003i
    • March 8, 2005

40. Which reporting form?

    By Guest Paul McDonald, February 1, 2000
    • 6 replies
    • 1.8k views
    • 
    • BPickerCPA
    • February 3, 2000

41. Active Participant status

    By Belgarath, March 9, 2015
    • 5 replies
    • 1.8k views
    • 
    • Belgarath
    • March 12, 2015

42. inherited IRA distribution rules

    By Guest steve_in_az, November 8, 2004
    • 2 replies
    • 1.8k views
    • 
    • John G
    • November 9, 2004

43. Roth IRA Withdrawls treated as income?

    By Guest Kwalla, March 27, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 29, 2006

44. IRA Beneficiary is a foreign national

    By rblum50, October 21, 2019   

    • ira foreign national
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • October 21, 2019

45. Purchasing an "Outside Investment" Through IRA

    By Guest JMars485, May 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • John G
    • May 28, 2006

46. Question on "basis" after conversion

    By Guest skrambo, April 9, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 1999

47. Final RMD Regs

    By Guest franky, April 16, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • April 16, 2002

48. Reimbursing IRA For Ubti Charges

    By Guest AFRICA6796, September 4, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 4, 2001

49. Does the recent tax law change permit the rollover of after-tax 401(k)

    By Guest jpersa, January 3, 2002
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • January 19, 2002

50. More on ROTH IRA

    By Guest jkriv03, February 7, 2006
    • 3 replies
    • 1.8k views
    • 
    • John G
    • February 7, 2006