IRAs and Roth IRAs

3,118 topics in this forum

1. Lost IRA

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

2. withdrawal of excess contribution

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

3. Spouse Beneficiary

   By Dobber, January 18, 2022
   • 7 replies
   • 1.8k views
   • 
   • Luke Bailey
   • January 22, 2022

4. 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

5. Basic Questions

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

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

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

7. Multiple IRA beneficiaries

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

8. RMD and QDOTs

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

9. IRA eligibility

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

10. Calculating RMDs

    By AZinsser, November 18, 2024
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • November 19, 2024

11. Re-characterization question

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

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

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

13. ROTH Investment Still Worthwhile?

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

14. 1999 Roth Contributions

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

15. Rollover of Conduit IRA

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

16. 5 year clock on rollover of Designated Roth

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

17. Improper Rollover to Roth IRA

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

18. Roth Excess Contribution

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

19. 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

20. IRA withdrawal, can I put it back?

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

21. Which reporting form?

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

22. Roth IRA Withdrawls treated as income?

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

23. inherited IRA distribution rules

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

24. Reimbursing IRA For Ubti Charges

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

25. SAR-SEP Eligibility, Testing & Vesting

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

26. 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

27. 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

28. Minimum distribution - year of death

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

29. Final RMD Regs

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

30. Is % rate gauranteed?

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

31. 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

32. Investment in Closely Held business

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

33. Active Participant status

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

34. Wife does not work

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

35. Conversion to Roth

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

36. Conversion of Regular IRA to Roth IRA

    By Guest rumple1130, January 8, 2006
    • 1 reply
    • 1.8k views
    • 
    • John G
    • January 9, 2006

37. Roth IRA Contribution Deadline

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

38. Losses on Roth IRA Distribution

    By Guest losses, February 19, 2002
    • 1 reply
    • 1.8k views
    • 
    • John G
    • February 19, 2002

39. Roth conversion after retirement

    By Guest bgoodwin, December 10, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 10, 1998

40. IRA Rollover Question

    By Guest gekpc, July 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 31, 2000

41. are they ANY guarantees?

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

42. Coverting IRA distribution to Roth

    By Guest chick, June 16, 2009
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • June 22, 2009

43. 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

44. Beneficiary IRA

    By Guest P A Weick, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • July 25, 2003

45. Conversion deadline

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

46. Substantially Equal Payments

    By Felicia, November 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • November 24, 1999

47. Roth IRA

    By Guest Hlandesman, December 7, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 7, 1998

48. Excess contribution to a Roth, investment lost money since the contrib

    By Guest jacqui a, February 19, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 19, 2001

49. Contributed monthly and AGI got over 156,000

    By Guest cfree3, October 27, 2007
    • 3 replies
    • 1.8k views
    • 
    • jevd
    • October 30, 2007

50. Question on "basis" after conversion

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