IRAs and Roth IRAs

3,121 topics in this forum

1. Roth conversion after retirement

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

2. How to determine Roth IRA conversion/distribution value of a private p

   By Guest rkf2, January 22, 2001
   • 1 reply
   • 1.8k views
   • 
   • John G
   • January 23, 2001

3. Conversion deadline

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

4. Final RMD Regs

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

5. Wife does not work

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

6. Substantially Equal Payments

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

7. More on ROTH IRA

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

8. Can the Uniform Life Table be used under age 70 1/2?

   By katieinny, July 23, 2019
   • 8 replies
   • 1.8k views
   • 
   • Kelley Schieffelin
   • May 8, 2020

9. 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

10. IRA Rollover Question

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

11. Contributed monthly and AGI got over 156,000

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

12. Reimbursing IRA For Ubti Charges

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

13. Roth IRA

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

14. transfer to non retirement account

    By Guest dcf, November 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • John G
    • November 21, 2002

15. 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

16. Aggregation of IRAs for Roth Conversion

    By smm, October 11, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 11, 2010

17. Beneficiary IRA

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

18. Losses on Roth IRA Distribution

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

19. Conversion of Regular IRA to Roth IRA

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

20. Using TSA funds to start a Roth IRA

    By Guest Joe Myakka, December 9, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 9, 1998

21. Trust As IRA Beneficiary

    By Guest andyr, May 29, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 2, 2005

22. 2 questions-roth IRA

    By Guest dbuckner, March 1, 2004
    • 1 reply
    • 1.8k views
    • 
    • Lame Duck
    • March 1, 2004

23. Coverting IRA distribution to Roth

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

24. I am looking for info on roth IRA's

    By Guest wanahave$, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • John G
    • May 21, 2004

25. Executrix of Surviving Spouse's Estate Not Entitled to Designate Herse

    By Guest IRA SPECIALIST, July 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 3, 2001

26. Put too much in ROTH

    By Guest Makarov, January 15, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 30, 2009

27. Recharacterize Roth Conversion Question.

    By Guest irr7342, March 22, 2001
    • 4 replies
    • 1.8k views
    • 
    • John G
    • March 25, 2001

28. After tax money into Roth

    By Guest GPJoe, April 4, 2010
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • April 6, 2010

29. Roth contribution and penalties?

    By Guest Brian McMullen, March 13, 2001
    • 7 replies
    • 1.8k views
    • 
    • BPickerCPA
    • March 15, 2001

30. roth earnings withdrawal prior to age 59 tax free

    By Guest tom bochenek, January 7, 2001
    • 4 replies
    • 1.8k views
    • 
    • John G
    • January 7, 2001

31. Rules on IRA Transfer

    By Guest star, March 19, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 22, 2005

32. Interest earned after retirement on Roth?

    By Guest smatts, February 22, 2006
    • 3 replies
    • 1.8k views
    • 
    • John G
    • February 24, 2006

33. Restricted IRA is invested in annuity

    By katieinny, June 10, 2010
    • 0 replies
    • 1.8k views
    • 
    • katieinny
    • June 10, 2010

34. Here's one for me . . .

    By Guest Mrilaomt, April 6, 2004
    • 15 replies
    • 1.8k views
    • 
    • John G
    • April 13, 2004

35. IRA as sole shareholder of an S Corporation

    By Guest SCUDDESLER, April 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 4, 2002

36. IRS Deficiency Notice

    By Guest mattmer, September 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 28, 2002

37. Converting to a Roth IRA

    By Guest gopela, October 13, 1999
    • 5 replies
    • 1.8k views
    • 
    • John G
    • October 15, 1999

38. New Member, Starting RothIRA

    By Guest EDOUBLE4, December 27, 2004
    • 13 replies
    • 1.8k views
    • 
    • John G
    • December 31, 2004

39. Surviving spouse rollover

    By Guest Steve Palmer, February 4, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 4, 2000

40. Question about withdrawal for reasons other than medical or college ex

    By Guest, October 26, 2000
    • 5 replies
    • 1.8k views
    • 
    • John G
    • October 27, 2000

41. Rollovers Into Simple IRA?

    By Guest JPT, October 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • jevd
    • October 26, 2006

42. Any benefits to converting a 401(k) to an IRA?

    By Guest Lyric, March 29, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 29, 1999

43. 1st time home buyers

    By Guest thatgirl, October 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 3, 2001

44. I am currently "tax free" due to being stationed in Kosovo.

    By Guest John Delage, May 12, 2001
    • 3 replies
    • 1.8k views
    • 
    • John G
    • May 14, 2001

45. IRA Chart

    By Guest rydiep, April 22, 2002
    • 2 replies
    • 1.8k views
    • 
    • John G
    • April 23, 2002

46. Roth IRA for children

    By Guest jperez12, March 16, 2001
    • 5 replies
    • 1.8k views
    • 
    • John G
    • March 18, 2001

47. (Another) IRA Conversion Tax Question

    By Guest Wade Jackson, September 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • September 15, 2000

48. Roth IRA and Minimum Age

    By Guest cls78730, August 26, 2002
    • 2 replies
    • 1.8k views
    • 
    • papogi
    • August 29, 2002

49. Where to Invest my Roth IRA

    By Guest collegekid, May 22, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2001

50. Inherited IRAs

    By Guest Bearlee, April 15, 2008
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • May 21, 2008