IRAs and Roth IRAs

3,118 topics in this forum

1. IRAs and Tax Exempt Bonds

   By Guest P A Weick, June 3, 2005
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • June 4, 2005

2. Land Purchases

   By Jilliandiz, June 26, 2006
   • 3 replies
   • 1.4k views
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   • Guest
   • June 26, 2006

3. withdrawal of excess contribution

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

4. Excess Contribution to ROTH IRA

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

5. June 1 IRS MRD Meeting

   By Guest reg_h2b, June 7, 2001
   • 3 replies
   • 1.9k views
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   • BPickerCPA
   • June 8, 2001

6. IRA Loan

   By Guest tws, December 10, 2002
   • 3 replies
   • 1.3k views
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   • John G
   • December 10, 2002

7. 60 days from receipt

   By Guest lskin, July 31, 2006
   • 3 replies
   • 1.7k views
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   • Guest
   • July 31, 2006

8. rmd question/inherited IRA

   By MJ Hartman, October 20, 2011
   • 3 replies
   • 1.4k views
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   • ESOP Guy
   • October 21, 2011

9. Roth IRA with Etrade

   By Guest hustler98, December 6, 2004
   • 3 replies
   • 2.1k views
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   • Guest
   • December 12, 2004

10. 401K -> IRA -> Roth IRA question (cross posted from 401k board)

    By Guest sudhirao, December 25, 2004
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • December 26, 2004

11. 1999 Conribution made in February--what if year-end AGI exceeds limits

    By Guest Hampton, February 11, 1999
    • 3 replies
    • 1.4k views
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    • Kathy
    • February 13, 1999

12. Switching fund types in IRA?

    By Guest guyweldo, February 27, 2006
    • 3 replies
    • 2.8k views
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    • John G
    • February 28, 2006

13. IRS Releases new LRMs for IRAs

    By Borsley, June 30, 2010
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • December 8, 2010

14. Estate Was Ira Beneficiary- Spouse Allowed To Treat As Own

    By Guest AFRICA6796, July 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 30, 2001

15. using IRA towards buying my second house..

    By Guest SEW, August 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • John G
    • August 10, 2001

16. Using trusts as Roth IRA beneficiary

    By Guest C Scott, October 25, 1999
    • 3 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • October 26, 1999

17. over - contribution in Roth IRA. what now?

    By Guest snowandh2o, December 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • December 7, 2004

18. RMD Distribution in kind

    By Guest Bob Lees, March 31, 2008
    • 3 replies
    • 2.4k views
    • 
    • John G
    • April 2, 2008

19. Ex-spouse Beneficiary

    By Guest JK Comm, April 12, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 13, 2002

20. ROTH IRA Question

    By Guest emccarty, March 30, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 31, 2004

21. Reporting ROTH contributions to IRS

    By Guest simbarat, March 27, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • April 10, 2002

22. Starting a Roth or Traditional Ira

    By Guest becca, July 3, 2002
    • 3 replies
    • 1.5k views
    • 
    • papogi
    • July 12, 2002

23. $100,000 MAGI limit for Roth comversion however with passive activity

    By Guest ndcooktn, August 15, 2000
    • 3 replies
    • 2k views
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    • BPickerCPA
    • August 16, 2000

24. Lump sum pension payment

    By JerT, November 8, 2018
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 8, 2018

25. Can Roth IRA conversions be withdrawn in less than 5 years if you are over 59.5?

    By Guest rkal66, November 25, 2003
    • 3 replies
    • 2.3k views
    • 
    • Appleby
    • November 30, 2003

26. Stretch IRA what is it?

    By Guest JurisPrude, July 5, 2005
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • July 21, 2005

27. Trust as Roth beneficiary

    By Guest Eve, February 25, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

28. Roll post-tax money into a Roth IRA?

    By Guest gfowler, August 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • papogi
    • August 15, 2002

29. Active participant on w-2

    By ombskid, December 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • ombskid
    • December 21, 2010

30. Planning for Inherited Roth IRA

    By Barbara, June 26
    • 3 replies
    • 4.3k views
    • 
    • Appleby
    • July 3

31. Payer's State no- Box 11 1099-R

    By Guest Shelton, February 12, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • February 13, 2002

32. Timing of Roth contributions - can I send in $2,000 on Jan 1st, 2000 (

    By Guest Tamark, November 8, 1999
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 12, 1999

33. Rollover of 401k to Roth

    By Guest 401k rollover, March 5, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 1999

34. Number of IRAs for a family...

    By Guest MelsMontanaDraft, October 16, 2002
    • 3 replies
    • 1.5k views
    • 
    • John G
    • October 22, 2002

35. Traditional IRA fees and esop inquiry

    By Mona, April 23, 2020   

    • esop
    • moderate
    • (and 3 more)

      Tagged with:

      • esop
      • moderate
      • ira rollover
      • traditional ira
      • novice
    • 3 replies
    • 908 views
    • 
    • ESOP Guy
    • April 24, 2020

36. Transfered IRA from one place to another, they took out a "fee"

    By Guest bnewcol, January 20, 2013
    • 3 replies
    • 1.9k views
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    • John G
    • February 1, 2013

37. Pay Taxes Now (401k) or Later (Roth) If You're in the Same Tax Rate Wh

    By Guest jemedwards, February 1, 2001
    • 3 replies
    • 2.4k views
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    • John G
    • February 1, 2001

38. 2008 Conversion Timing; Recharacterization Strategy

    By Guest MSDalt, November 12, 2008
    • 3 replies
    • 1.9k views
    • 
    • jevd
    • November 13, 2008

39. Failed Roth Conversion

    By Randy Watson, May 29, 2009
    • 3 replies
    • 2k views
    • 
    • jevd
    • May 29, 2009

40. Mutual Funds Suited for IRA's

    By Guest msutton, March 6, 1999
    • 3 replies
    • 1.5k views
    • 
    • John G
    • March 8, 1999

41. 401kwithdrawl/traditional IRA rollover

    By Guest ztcsmd, February 14, 2004
    • 3 replies
    • 1.5k views
    • 
    • John G
    • February 16, 2004

42. Fidelity IRA Time Bomb!

    By John Olsen, November 24, 1999
    • 3 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • November 28, 1999

43. Pension Income - Can I make a deductible IRA contribution?

    By Guest JimJ, March 12, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 13, 2002

44. Yearly fees

    By Guest soanywaytx, July 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • July 30, 2002

45. Speculating in my Roth and got burned

    By Guest uggg, November 5, 2002
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 2002

46. How many Roth IRA's can an individual have?

    By Guest Mikelly22, January 8, 2004
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 13, 2004

47. Roth Ira Contributions for Spouse

    By Guest gzwick26, January 16, 2007
    • 3 replies
    • 1.3k views
    • 
    • John G
    • January 19, 2007

48. Roth/401K/IRA

    By Guest Quoinintl, April 16, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2002

49. 401(k) & roth ira

    By Guest vinnie2shoes, May 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • John G
    • May 30, 2008

50. One $5,000. contribution in January?

    By Guest Gracey, November 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • John G
    • January 4, 2013