IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA contributions question

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

2. Inherited IRA question

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

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

   By jane123, July 20, 2004
   • 2 replies
   • 1.3k views
   • 
   • John G
   • July 20, 2004

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

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

5. 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

6. 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
   • 2.2k views
   • 
   • dh003i
   • July 10, 2004

7. 15% Foreign Tax (Canada) on Roth dividends

   By Guest ark-win, July 9, 2004
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • July 9, 2004

8. BASIS ADJUSTMENT ON DEATH OF ROTH IRA OWNER? CAN HEIR DEDUCT LOSS?

   By Guest TIM KURL, July 9, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 9, 2004

9. roth ira qualifications

   By Guest randse, July 7, 2004
   • 2 replies
   • 1.5k views
   • 
   • John G
   • July 8, 2004

10. IRA divorce decree signature requirement

    By jane123, July 7, 2004
    • 2 replies
    • 2k views
    • 
    • mbozek
    • July 7, 2004

11. were to find info on a Roth IRA started two years ago

    By Guest jaubo, July 6, 2004
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 6, 2004

12. Real Estate inside an IRA

    By Guest smillard, June 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • July 1, 2004

13. Not sure which to use?

    By Guest SnakPac, June 28, 2004
    • 6 replies
    • 1.3k views
    • 
    • dh003i
    • June 30, 2004

14. How many times can you convert one or more Traditional IRAs that you might currently own (or create in the future) over to a new or existing Roth IRA?

    By Guest phactor, June 27, 2004
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • June 29, 2004

15. Move Roth conversion account money

    By Guest mjq, June 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 29, 2004

16. want to setup roth ira...which company has the highest return?

    By Guest roth_ira_questions, June 25, 2004
    • 9 replies
    • 7.4k views
    • 
    • dh003i
    • June 28, 2004

17. Roth IRA fees / expense ratios

    By dh003i, June 21, 2004
    • 8 replies
    • 3k views
    • 
    • John G
    • June 24, 2004

18. Where to start?

    By Guest IRAnewbie, June 18, 2004
    • 5 replies
    • 1.4k views
    • 
    • dh003i
    • June 23, 2004

19. Transfer IRA to SEP

    By Guest charcoal89, June 18, 2004
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • June 19, 2004

20. Seeking an IRA expert to assist with strategy/letter

    By Guest Jeff1, June 16, 2004
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2004

21. Insurers Requiring QDROs for IRAs?

    By Christine Roberts, June 17, 2004
    • 2 replies
    • 973 views
    • 
    • Christine Roberts
    • June 17, 2004

22. Excess contribution must be removed by tax filing deadline +extension to avoid 6-percent penalty. How does this affect reallocation/redesignation to contribution for future year?

    By Appleby, June 17, 2004
    • 0 replies
    • 2.8k views
    • 
    • Appleby
    • June 17, 2004

23. Customer living abroad

    By Guest P A Weick, June 15, 2004
    • 1 reply
    • 977 views
    • 
    • Demosthenes
    • June 15, 2004

24. Roth Conversion & Aggregating Conduit IRAs w/ "POST-TAX" assets

    By Guest Richard Plant, June 12, 2004
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • June 15, 2004

25. IRA Distributions

    By Archimage, June 10, 2004
    • 4 replies
    • 1.3k views
    • 
    • John G
    • June 10, 2004

26. qualified plan to ROTH...

    By K-t-F, June 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 10, 2004

27. IRA - Rollover of Assets

    By Guest AJ Milano, June 3, 2004
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • June 7, 2004

28. Roth IRA -- 2003 excess applied as a 2004 contribution.

    By katieinny, May 25, 2004
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • June 4, 2004

29. Roth contribution

    By Guest mata27, June 4, 2004
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • June 4, 2004

30. Transfer incident to divorce under 408(d)(6) from an inherited IRA of a non-spouse beneficiary to his/her spouse/ex-spouse IRA

    By jevd, May 19, 2004
    • 15 replies
    • 8.5k views
    • 
    • mbozek
    • June 3, 2004

31. military tsp?

    By Guest tali, June 1, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 1, 2004

32. IRA CONTRIBUTIONS

    By Felicia, July 6, 2000
    • 5 replies
    • 2k views
    • 
    • papogi
    • May 24, 2004

33. any advice on investing in the S&P 500?

    By Guest wanahave$, May 20, 2004
    • 2 replies
    • 1.7k views
    • 
    • John G
    • May 21, 2004

34. 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

35. Does anybody have a IRA with TDWaterhouse?

    By Guest wanahave$, May 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 21, 2004

36. Options Trading in IRA

    By Guest mlee, May 19, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • May 20, 2004

37. what is the penalty for early withdrawl

    By Guest skelly30, May 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • May 19, 2004

38. Roth IRA Conversion?

    By Guest Mona, May 17, 2004
    • 9 replies
    • 2.1k views
    • 
    • John G
    • May 19, 2004

39. Is the contribution deadline June 15th if filing from abroad?

    By Guest brapa, May 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2004

40. Educational IRAs - LRMs or Opinion Letter Procedure

    By Guest Amy Erlbacher Anderson, July 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2004

41. Roth IRA and future income increase.

    By Guest dblakel, May 16, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • May 17, 2004

42. 72t election stopped in error

    By Guest nlmc18, May 7, 2004
    • 2 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • May 13, 2004

43. late minimum required distributions

    By Guest JBeck, May 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 11, 2004

44. Missed IRA purchase due date?

    By Guest Ted7, May 4, 2004
    • 4 replies
    • 1.4k views
    • 
    • txdd
    • May 10, 2004

45. new to Roth IRA ... where to start

    By Guest pastrami, November 19, 2003
    • 12 replies
    • 5.2k views
    • 
    • Guest
    • May 5, 2004

46. Early withdraws?

    By Guest sillyswany, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 4, 2004

47. Early Distribution Rule

    By Guest walgie, May 3, 2004
    • 7 replies
    • 1.4k views
    • 
    • BPickerCPA
    • May 4, 2004

48. What happens if you lose money with your ROTH IRA Account?

    By Guest Groundid, April 23, 2004
    • 9 replies
    • 8.2k views
    • 
    • John G
    • May 3, 2004

49. if I only have misc income (post doc grant): can I still contribute

    By Guest postdoc, April 28, 2004
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • April 30, 2004

50. Check deposit for annual IRA contribution returned for insufficient funds

    By Guest ERISA_kid, April 28, 2004
    • 3 replies
    • 4k views
    • 
    • Guest
    • April 29, 2004