IRAs and Roth IRAs

3,118 topics in this forum

1. Aggregation of IRAs for Roth Conversion

   By smm, October 11, 2010
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 11, 2010

2. Recharacterize Roth Conversion Question.

   By Guest irr7342, March 22, 2001
   • 4 replies
   • 1.7k views
   • 
   • John G
   • March 25, 2001

3. deferred compensation rollover

   By Guest Darren Graff, January 19, 1999
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • February 4, 1999

4. Here's one for me . . .

   By Guest Mrilaomt, April 6, 2004
   • 15 replies
   • 1.7k views
   • 
   • John G
   • April 13, 2004

5. 2 questions-roth IRA

   By Guest dbuckner, March 1, 2004
   • 1 reply
   • 1.7k views
   • 
   • Lame Duck
   • March 1, 2004

6. More on ROTH IRA

   By Guest jkriv03, February 7, 2006
   • 3 replies
   • 1.7k views
   • 
   • John G
   • February 7, 2006

7. Roth IRA for down payment of future home?

   By Guest sevynomis, June 2, 2006
   • 1 reply
   • 1.7k views
   • 
   • John G
   • June 13, 2006

8. Restricted IRA is invested in annuity

   By katieinny, June 10, 2010
   • 0 replies
   • 1.7k views
   • 
   • katieinny
   • June 10, 2010

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

   By Guest, October 26, 2000
   • 5 replies
   • 1.7k views
   • 
   • John G
   • October 27, 2000

10. Convert to Roth IRA then MAGI is over $100K

    By Guest BillR, December 7, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 8, 1998

11. IRA as sole shareholder of an S Corporation

    By Guest SCUDDESLER, April 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • April 4, 2002

12. Put too much in ROTH

    By Guest Makarov, January 15, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2009

13. Using TSA funds to start a Roth IRA

    By Guest Joe Myakka, December 9, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 9, 1998

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

    By Guest John Delage, May 12, 2001
    • 3 replies
    • 1.7k views
    • 
    • John G
    • May 14, 2001

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

    By Guest IRA SPECIALIST, July 3, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 3, 2001

16. IRA Chart

    By Guest rydiep, April 22, 2002
    • 2 replies
    • 1.7k views
    • 
    • John G
    • April 23, 2002

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

    By Guest Lyric, March 29, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 1999

18. IRA Beneficiary is a foreign national

    By rblum50, October 21, 2019   

    • ira foreign national
    • 1 reply
    • 1.7k views
    • 
    • Peter Gulia
    • October 21, 2019

19. Roth IRA and Minimum Age

    By Guest cls78730, August 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • papogi
    • August 29, 2002

20. Roth IRAs and non-US investors

    By Guest Ric310, April 2, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • April 7, 2005

21. IRS Deficiency Notice

    By Guest mattmer, September 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 28, 2002

22. roth earnings withdrawal prior to age 59 tax free

    By Guest tom bochenek, January 7, 2001
    • 4 replies
    • 1.7k views
    • 
    • John G
    • January 7, 2001

23. Surviving spouse rollover

    By Guest Steve Palmer, February 4, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2000

24. Purchasing an "Outside Investment" Through IRA

    By Guest JMars485, May 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • John G
    • May 28, 2006

25. Rollovers Into Simple IRA?

    By Guest JPT, October 26, 2006
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • October 26, 2006

26. (Another) IRA Conversion Tax Question

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

27. Converting to a Roth IRA

    By Guest gopela, October 13, 1999
    • 5 replies
    • 1.7k views
    • 
    • John G
    • October 15, 1999

28. Trust As IRA Beneficiary

    By Guest andyr, May 29, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 2, 2005

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

    By Guest wanahave$, May 19, 2004
    • 5 replies
    • 1.7k views
    • 
    • John G
    • May 21, 2004

30. Roth IRA & divorce

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

31. Interest earned after retirement on Roth?

    By Guest smatts, February 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • John G
    • February 24, 2006

32. Roth contribution and penalties?

    By Guest Brian McMullen, March 13, 2001
    • 7 replies
    • 1.7k views
    • 
    • BPickerCPA
    • March 15, 2001

33. Inherited IRAs

    By Guest Bearlee, April 15, 2008
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 21, 2008

34. 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

35. Convert Roth IRA back to traditional IRA

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

36. 1st time home buyers

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

37. Roth IRA - owner consideration

    By Guest jmshultz, May 11, 2003
    • 3 replies
    • 1.7k views
    • 
    • John G
    • May 13, 2003

38. Spouse or Estate Inherits the IRA?

    By Guest bsf, October 2, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2001

39. Tangent Issue: New Medicare bill creates Roth-IRA-like Health Savings Account

    By dh003i, December 9, 2003
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • December 9, 2003

40. Roth IRA for children

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

41. Is there another form to fill out along with the 1099-R ?

    By Guest KirkD., February 12, 2001
    • 6 replies
    • 1.7k views
    • 
    • Appleby
    • February 14, 2001

42. IRA Recharacterization - Tax Reporting

    By Guest AFSJR, March 13, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 13, 1999

43. Contributing to a trad'l IRA prior to conversion

    By Guest dpereg, December 6, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 1998

44. MAGI

    By Guest PDuke, December 12, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 13, 1998

45. Roth IRA distribution for qualified higher education expenses

    By Guest tracy007, April 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 9, 2001

46. roth ira recharacterization and reconversion

    By Guest kevking, November 8, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • November 20, 2001

47. Conversion of SEP/IRA accounts

    By Guest StephenC, December 5, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 24, 2000

48. How many Roth IRAs can I have?

    By Guest Garcia365, March 4, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 4, 2001

49. 72t exceptions

    By Guest Gregory, October 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • October 31, 1999

50. Who is the beneficiary

    By Guest AFRICA6796, December 28, 2001
    • 3 replies
    • 1.7k views
    • 
    • BPickerCPA
    • December 28, 2001