IRAs and Roth IRAs

3,118 topics in this forum

1. roth ira qualifications

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

2. 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

3. Please HELP! Getting started!

   By Guest kattpar, July 6, 2004
   • 12 replies
   • 7.6k views
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   • Guest
   • August 1, 2004

4. Real Estate inside an IRA

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

5. Move Roth conversion account money

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

6. Not sure which to use?

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

7. 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

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

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

9. Roth IRA fees / expense ratios

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

10. Transfer IRA to SEP

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

11. Where to start?

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

12. Insurers Requiring QDROs for IRAs?

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

13. 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

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

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

15. Customer living abroad

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

16. 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

17. IRA Distributions

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

18. qualified plan to ROTH...

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

19. Roth contribution

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

20. 2004 Form 1099-R Instructions vs. 2003 Form 1099-R Instructions

    By Guest disvaclub, June 3, 2004
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • October 25, 2004

21. IRA - Rollover of Assets

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

22. military tsp?

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

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

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

24. 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

25. 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

26. 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

27. Does anybody have a IRA with TDWaterhouse?

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

28. Options Trading in IRA

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

29. 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

30. what is the penalty for early withdrawl

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

31. Roth IRA Conversion?

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

32. Roth IRA and future income increase.

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

33. late minimum required distributions

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

34. 72t election stopped in error

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

35. Missed IRA purchase due date?

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

36. Early withdraws?

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

37. Early Distribution Rule

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

38. 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

39. 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

40. Can an IRA with a trust as the beneficiary be rolled into an new IRA

    By Guest gmandmjjones, April 26, 2004
    • 5 replies
    • 2.6k views
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    • ElGuapo
    • April 27, 2004

41. IRA Distribution Question

    By bzorc, April 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • April 27, 2004

42. 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

43. Roth IRA Contributions for Home Purchase

    By Guest mischni, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • ElGuapo
    • April 22, 2004

44. how to retire early using an IRA

    By Guest set4life, April 19, 2004
    • 9 replies
    • 2k views
    • 
    • John G
    • April 21, 2004

45. Designated IRA beneficiary is an irrevocable trust.

    By Guest RJM, April 19, 2004
    • 2 replies
    • 2.2k views
    • 
    • ElGuapo
    • April 19, 2004

46. FIRST TIME ROTH IRA

    By Guest nextelripper, April 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 19, 2004

47. Automatic Rollover IRAs

    By Guest mlee, April 16, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • April 16, 2004

48. Nondeductable Roth IRA Contributions

    By Guest JPB1, April 15, 2004
    • 2 replies
    • 1k views
    • 
    • John G
    • April 16, 2004

49. 72t dates

    By Guest bob1, April 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • basumukherji
    • April 17, 2004

50. Catch-up contributions--timing

    By Felicia, April 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 14, 2004