IRAs and Roth IRAs

3,118 topics in this forum

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

   By katieinny, July 23, 2019
   • 8 replies
   • 1.7k views
   • 
   • Kelley Schieffelin
   • May 8, 2020

2. Roth Investment in Sub S Corp

   By Guest David Graves, July 5, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • July 8, 1999

3. ESOP getting in the way of 401k contribution?

   By Guest tonys, June 17, 2000
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • June 19, 2000

4. 1998 Roth IRA contributions for non-working or low income spouse

   By Guest JAB, February 12, 1999
   • 1 reply
   • 1.7k views
   • 
   • Kathy
   • February 12, 1999

5. New Member, Starting RothIRA

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

6. Roth

   By Guest mts74, June 9, 2009
   • 3 replies
   • 1.7k views
   • 
   • John G
   • July 2, 2009

7. 10% Early withdrawl penalty

   By Guest P Taft, April 11, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • April 11, 2001

8. Benefit Valuation Date/Required Minimum Distribution

   By lkpittman, January 18, 2000
   • 1 reply
   • 1.7k views
   • 
   • John Olsen
   • January 18, 2000

9. Roth IRA for minor

   By Guest Dave B, March 13, 2007
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 13, 2007

10. newbie

    By Guest bigz67, December 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • December 2, 2003

11. 2020 IRA contribution deadline

    By Dobber, March 29, 2021
    • 4 replies
    • 1.7k views
    • 
    • Bob the Swimmer
    • March 29, 2021

12. Withdrawing funds from an IRA

    By Guest sgj, January 23, 2003
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 24, 2003

13. Excess Roth contribution

    By Guest Gilbert, May 10, 2007
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • May 12, 2007

14. Non-US citizen -- IRA rollover permitted?

    By katieinny, September 4, 2018   

    • no longer living in us.
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • September 11, 2018

15. Roth Distributions by beneficiary

    By Guest rick123, February 11, 2002
    • 13 replies
    • 1.7k views
    • 
    • BPickerCPA
    • February 15, 2002

16. Taxes on converted IRA

    By Guest KATE, March 15, 1999
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 1999

17. roth IRA withdrawal and contribution

    By Guest khunpit, July 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • July 9, 2001

18. IRA Interest rates.

    By Guest Aja Mace, August 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2001

19. Convert? What about my Child Credit??

    By Guest Eric, December 7, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 1998

20. ROTH IRA and 401(K)

    By Guest crads4s, December 8, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 9, 1998

21. After tax money into Roth

    By Guest GPJoe, April 4, 2010
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • April 6, 2010

22. Loss Carryforward

    By Guest Bernie K, December 11, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 11, 1998

23. ROTH account at eTrade

    By Guest flynn, March 1, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2006

24. The 5 Year Roth Clock

    By Guest Mart89in, December 9, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 10, 1998

25. IRA Owning An FSC

    By Guest P A Weick, July 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

26. 1099-R Reporting of Prohibited Transaction

    By lalaland, December 22, 2014
    • 0 replies
    • 1.7k views
    • 
    • lalaland
    • December 22, 2014

27. Using trusts as Roth IRA beneficiary

    By Guest C Scott, October 25, 1999
    • 3 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • October 26, 1999

28. Married, filing singly to married, filing jointly

    By Guest Ken, December 10, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 10, 1998

29. Rollover of IRA to 401(k) to Avoid MRDs

    By PMC, September 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 13, 2008

30. Conversion: IRA to Roth

    By Guest BigAl, May 6, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 20, 2002

31. Can I roll my Personal Pension Scheme from the UK into a US IRA?

    By Guest ssalis, October 22, 2003
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • October 22, 2003

32. Conversions

    By Guest W Rand, December 10, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 10, 1998

33. Seeking Advice

    By Guest SkHi, November 2, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 4, 2005

34. ROTH IRA APARTMENT BUILDING INVESTMENT

    By Guest ROBERT E, October 27, 1999
    • 4 replies
    • 1.7k views
    • 
    • IRC401
    • November 2, 1999

35. Roth recharacterization by executor

    By Guest PaulW, November 3, 1999
    • 4 replies
    • 1.7k views
    • 
    • John G
    • November 5, 1999

36. When a beneficiary inherits a Roth IRA, does that individual have to t

    By Guest jasonc, October 21, 2000
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 2000

37. Ineligible earnings put in IRA due to recordkeeping error during 401k

    By Guest SusanS, May 1, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 1999

38. 5498 and 1099-R reporting for non-publicly traded assets

    By Guest suellenhoward, August 28, 2014   

    • 5498 1099-R 2015 box 15 FMV
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 28, 2014

39. Investing in Real Estate

    By Archimage, July 21, 2006
    • 6 replies
    • 1.7k views
    • 
    • John G
    • July 22, 2006

40. Withdrawal From Roth

    By Guest NLONEY, March 9, 2002
    • 2 replies
    • 1.7k views
    • 
    • txdd
    • March 11, 2002

41. Where to Invest my Roth IRA

    By Guest collegekid, May 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2001

42. Roth IRA - Income Eligibility Limits

    By Guest B Smith, November 27, 2000
    • 3 replies
    • 1.7k views
    • 
    • John G
    • November 27, 2000

43. Brokeridge Vs Mutual Fund Family For Custodian

    By Guest mrcharols, March 28, 2005
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 28, 2005

44. Can I setup a Roth for a 1yr old child

    By Guest nbohra, December 8, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 9, 1998

45. Extended Distributions to IRA Beneficiaries

    By Guest SPollock, July 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 1999

46. Rules on IRA Transfer

    By Guest star, March 19, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 22, 2005

47. Prohibited transaction?

    By EGB, November 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • EGB
    • November 19, 1999

48. Important IRA dates

    By Guest Matt C., December 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 20, 2001

49. Is it legal to redeposit funds from my Roth IRA I had withheld for tax

    By Guest irr7342, January 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 26, 2001

50. Roth IRA and Education

    By Guest rhess, February 16, 1999
    • 2 replies
    • 1.7k views
    • 
    • Kathy
    • February 22, 1999