IRAs and Roth IRAs

3,120 topics in this forum

1. IRA Tax Planning - Something New?

   By Guest mjl325, October 4, 2004
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • October 22, 2004

2. Deceased IRA Owner's Beneficiary Is a Trust -- Is Transfer Taxable?

   By Übernerd, September 30, 2004
   • 4 replies
   • 2.1k views
   • 
   • Übernerd
   • October 4, 2004

3. Catch Up Contribution rules come in two flavors

   By Guest RJM, September 24, 2004
   • 1 reply
   • 1.1k views
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   • Appleby
   • September 27, 2004

4. new account

   By Guest ngrapno, September 23, 2004
   • 1 reply
   • 1.1k views
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   • John G
   • September 24, 2004

5. Rollover to Roth IRA?

   By Guest gte118f, September 23, 2004
   • 5 replies
   • 1.5k views
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   • John G
   • September 27, 2004

6. Distribution of Roth IRA

   By Guest jlenz, September 21, 2004
   • 3 replies
   • 1.2k views
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   • Appleby
   • September 23, 2004

7. Beneficiary question

   By Belgarath, September 15, 2004
   • 7 replies
   • 2k views
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   • mbozek
   • September 16, 2004

8. Seeking Clarification on Roth IRA Withdrawal

   By Guest wdb, September 14, 2004
   • 4 replies
   • 1.2k views
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   • Appleby
   • September 14, 2004

9. 70 1/2 distributions

   By Guest revier, September 14, 2004
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • September 14, 2004

10. Late transfer.

    By Guest Wiggins, September 12, 2004
    • 4 replies
    • 1.2k views
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    • Appleby
    • September 14, 2004

11. beneficiary designation question

    By k man, September 9, 2004
    • 9 replies
    • 1.6k views
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    • k man
    • September 13, 2004

12. How do I know which roth ira to choose.

    By Guest tenzan, September 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • John G
    • September 8, 2004

13. Multiple Beneficiaries - Single Beneficiary IRA?

    By Guest AJ Milano, September 7, 2004
    • 6 replies
    • 2k views
    • 
    • Appleby
    • September 7, 2004

14. what are the specific qualifications for a roth IRA

    By Guest UMfanatic, September 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • September 7, 2004

15. 10% penalty for interrupting 72t payments

    By Guest bmurphy, September 1, 2004
    • 3 replies
    • 3.3k views
    • 
    • John G
    • September 13, 2004

16. Roth IRA: Penalty on withdrawls made after 5 years?

    By Guest Ishaan, August 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • August 31, 2004

17. Question about penalty with Roth IRA

    By Guest xerox01, August 26, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 26, 2004

18. Benefits of remaining in Small Roth IRA

    By Guest bobhjf, August 23, 2004
    • 1 reply
    • 996 views
    • 
    • John G
    • August 23, 2004

19. Payback of Roth IRA?

    By Guest 1hunglo, August 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • John G
    • August 21, 2004

20. I'm a newbie at Roth IRA's

    By Guest Jackie V, August 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • John G
    • August 22, 2004

21. Switching brokerages?

    By Guest marbs69, August 19, 2004
    • 1 reply
    • 993 views
    • 
    • John G
    • August 19, 2004

22. Switching Brokerage

    By Guest dodos, August 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • August 19, 2004

23. Withdrawing from a Roth IRA for first home purchase

    By Guest k9burn, August 16, 2004
    • 2 replies
    • 2.9k views
    • 
    • Appleby
    • August 19, 2004

24. Eligibility of American UN employee to contribute to Roth IRA?

    By Guest ConfusedInSwitzerland, August 13, 2004
    • 2 replies
    • 2.2k views
    • 
    • JAMES PATRICK
    • August 21, 2004

25. Life Insurance money- Is a Roth a good investment for this money?

    By Guest connfamily, August 13, 2004
    • 5 replies
    • 2.4k views
    • 
    • JAMES PATRICK
    • August 22, 2004

26. limits when combined adjusted income is between 150K and 160K

    By Guest lancer, August 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2004

27. Withdrawal, re-deposit of IRA within 60 days...

    By Guest Carl C, August 11, 2004
    • 4 replies
    • 18.7k views
    • 
    • Belgarath
    • August 11, 2004

28. Borrowing from a Roth

    By Guest calle_betis, August 10, 2004
    • 4 replies
    • 1.2k views
    • 
    • John G
    • August 11, 2004

29. Roth Conversions and Recharacterizations

    By Guest Wade Jackson, August 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • August 11, 2004

30. Can I contribute $2000 from my savings account into my Roth IRA if I earn less than the $2000 per year as a college student?

    By Guest eatfiber, August 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 10, 2004

31. Deemed IRAs in unregistered products

    By Guest Karen Givens, August 6, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • August 11, 2004

32. low minimum to open Roth?

    By Guest jbandkb, August 5, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 6, 2004

33. Beneficiary is estate

    By Felicia, August 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • August 3, 2004

34. Vanguard or American Funds for my Roth IRA?

    By Guest IRAnewbie, August 2, 2004
    • 3 replies
    • 7.5k views
    • 
    • Guest
    • August 3, 2004

35. 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

36. Dividend Reinvestment in a Roth IRA

    By Guest husstang, July 31, 2004
    • 2 replies
    • 4.1k views
    • 
    • JAMES PATRICK
    • August 4, 2004

37. levy of a roth

    By Guest vet, July 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • July 29, 2004

38. Tax Impact on IRA Distribution

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

39. Roth qualified 1rst time home distribution

    By Guest JGREG, July 26, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 26, 2004

40. Roth IRA for College?

    By Guest Hopeful-mom, July 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 27, 2004

41. Pension Rollover?

    By Guest WSM, July 22, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • July 23, 2004

42. Roth IRA contributions question

    By Guest saber, July 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 21, 2004

43. Inherited IRA question

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

44. Roth IRA investment strategies?

    By Guest IRAnewbie, July 20, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • August 1, 2004

45. Convert After-tax To Roth- Is this article correct

    By jane123, July 20, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • July 20, 2004

46. Help! Can I use my IRA to invest in my employer's IPO?

    By Guest Richard Bellamy, July 19, 2004
    • 9 replies
    • 3.8k views
    • 
    • John G
    • July 23, 2004

47. Roth IRA's 100% double taxation - Beware the IRS

    By Guest herbsleather, July 12, 2004
    • 7 replies
    • 4.1k views
    • 
    • Appleby
    • July 19, 2004

48. If I need to sell a bad performing stock in my roth ira, what are the tax consequences?

    By Guest tdejar1, July 9, 2004
    • 2 replies
    • 2.4k views
    • 
    • dh003i
    • July 10, 2004

49. invest houses (Merril) market "Stretch IRA" but is it only using the new IRS rules to allow yuse of named beneficiary's life expectancy?

    By Guest CashBalance, July 9, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • July 11, 2004

50. 15% Foreign Tax (Canada) on Roth dividends

    By Guest ark-win, July 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • July 9, 2004