IRAs and Roth IRAs

3,121 topics in this forum

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

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

2. MAGI

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

3. IRA Recharacterization - Tax Reporting

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

4. Inherited IRAs

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

5. Self-employment loss- W-2 wages- IRA contribution?

   By Guest Shelton, April 12, 2002
   • 1 reply
   • 1.7k views
   • 
   • papogi
   • April 12, 2002

6. Roth IRA & divorce

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

7. Roth

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

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

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

9. 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

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

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

11. Withdrawing funds from an IRA

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

12. 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

13. Roth Investment in Sub S Corp

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

14. 72t exceptions

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

15. Spouse or Estate Inherits the IRA?

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

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

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

17. Roth IRA distribution for qualified higher education expenses

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

18. roth ira recharacterization and reconversion

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

19. How many Roth IRAs can I have?

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

20. 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

21. Taxes on converted IRA

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

22. ROTH IRA APARTMENT BUILDING INVESTMENT

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

23. Roth Distributions by beneficiary

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

24. How many Roth IRA's can an individual have?

    By Guest Mikelly22, January 8, 2004
    • 3 replies
    • 1.7k views
    • 
    • John G
    • January 13, 2004

25. ROTH IRA and 401(K)

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

26. 10% Early withdrawl penalty

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

27. Who is the beneficiary

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

28. Loss Carryforward

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

29. Fidelity IRA Time Bomb!

    By John Olsen, November 24, 1999
    • 3 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • November 28, 1999

30. Conversions

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

31. Buying & Selling Within an IRA

    By Guest augustineregal@yahoo.com, June 27, 2011
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • June 30, 2011

32. Benefit Valuation Date/Required Minimum Distribution

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

33. The 5 Year Roth Clock

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

34. 1099-R Reporting of Prohibited Transaction

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

35. Seeking Advice

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

36. Using trusts as Roth IRA beneficiary

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

37. Tip on Retirement Savers Credit (form 8880): The Difference Between an AGI of $15,000 and $15,000.51

    By dh003i, March 7, 2005
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • March 7, 2005

38. IRA Interest rates.

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

39. Convert? What about my Child Credit??

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

40. Can a trust establish an IRA?

    By Kathy, April 16, 1999
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 21, 1999

41. Excess Roth contribution

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

42. 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

43. IRA Owning An FSC

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

44. newbie

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

45. Roth IRA for minor

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

46. Question about tax return filing requirements for Roth IRA contributions

    By Guest rainbowstew, September 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • John G
    • October 5, 2005

47. Married, filing singly to married, filing jointly

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

48. Method for computing taxable distribution after Roth recharacterizatio

    By Guest MBBrutman, February 27, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 1, 1999

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

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

50. 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