IRAs and Roth IRAs

3,120 topics in this forum

1. Conversion deadline

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

2. Roth conversion after retirement

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

3. IRA Rollover Question

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

4. Contributed monthly and AGI got over 156,000

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

5. For an IRA, does a custodian require (or permit) a spouse’s consent to a beneficiary designation?

   By Peter Gulia, February 9, 2021   

   • beneficiary designation; community property
   • 6 replies
   • 1.8k views
   • 
   • Peter Gulia
   • February 18, 2021

6. Roth IRA

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

7. Substantially Equal Payments

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

8. 2020 IRA contribution deadline

   By Dobber, March 29, 2021
   • 4 replies
   • 1.8k views
   • 
   • Bob the Swimmer
   • March 29, 2021

9. 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

10. Aggregation of IRAs for Roth Conversion

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

11. Conversion of Regular IRA to Roth IRA

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

12. Losses on Roth IRA Distribution

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

13. Beneficiary IRA

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

14. Roth IRA - owner consideration

    By Guest jmshultz, May 11, 2003
    • 3 replies
    • 1.8k views
    • 
    • John G
    • May 13, 2003

15. Brokeridge Vs Mutual Fund Family For Custodian

    By Guest mrcharols, March 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • John G
    • March 28, 2005

16. 2 questions-roth IRA

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

17. Coverting IRA distribution to Roth

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

18. Trust As IRA Beneficiary

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

19. 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

20. 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

21. Recharacterize Roth Conversion Question.

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

22. 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

23. Using TSA funds to start a Roth IRA

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

24. 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

25. Put too much in ROTH

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

26. 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

27. Roth contribution and penalties?

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

28. Restricted IRA is invested in annuity

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

29. Interest earned after retirement on Roth?

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

30. Here's one for me . . .

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

31. After tax money into Roth

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

32. 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

33. Rules on IRA Transfer

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

34. Surviving spouse rollover

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

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. 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

38. Rollovers Into Simple IRA?

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

39. IRA Chart

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

40. Converting to a Roth IRA

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

41. 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

42. Roth IRA and Minimum Age

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

43. New Member, Starting RothIRA

    By Guest EDOUBLE4, December 27, 2004
    • 13 replies
    • 1.7k views
    • 
    • John G
    • December 31, 2004

44. (Another) IRA Conversion Tax Question

    By Guest Wade Jackson, September 15, 2000
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • September 15, 2000

45. 1st time home buyers

    By Guest thatgirl, October 3, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 3, 2001

46. AFTER LOSING JOB, HOW DO I CONVERT MY DEF. BEN. PLAN TO ROTH?

    By Guest DALED, April 14, 1999
    • 2 replies
    • 1.7k views
    • 
    • John G
    • April 15, 1999

47. Roth IRA & divorce

    By SMB, December 12, 2007
    • 0 replies
    • 1.7k views
    • 
    • SMB
    • December 12, 2007

48. transfer to non retirement account

    By Guest dcf, November 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • John G
    • November 21, 2002

49. Convert Roth IRA back to traditional IRA

    By Guest tmac, October 15, 2005
    • 2 replies
    • 1.7k views
    • 
    • txdd
    • October 17, 2005

50. Roth IRA for children

    By Guest jperez12, March 16, 2001
    • 5 replies
    • 1.7k views
    • 
    • John G
    • March 18, 2001