IRAs and Roth IRAs

3,118 topics in this forum

1. Waiver of Penalty from an IRA distribution

   By Guest russo40, September 14, 2000
   • 3 replies
   • 1.6k views
   • 
   • Mary Kay Foss
   • September 20, 2000

2. Questions on the basics.

   By Guest jennifer keane, January 17, 2001
   • 3 replies
   • 1.9k views
   • 
   • John G
   • January 17, 2001

3. ira rollover

   By Guest Elizabeth Gaskins, March 29, 2002
   • 3 replies
   • 1.4k views
   • 
   • John G
   • April 1, 2002

4. When can funds be withdran fron a 401K without the 10% penalty?

   By JAMES PATRICK, February 6, 2001
   • 3 replies
   • 1.9k views
   • 
   • RCK
   • February 7, 2001

5. Qualifying as IRA Trustee/Custodian

   By J2D2, November 26, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • November 27, 2002

6. IRA Conversion to Roth

   By Guest Irene Little, December 16, 2002
   • 3 replies
   • 1.5k views
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   • John G
   • December 17, 2002

7. Does Conversion count towards MAGI for Contribution?

   By Guest redlenses, March 30, 2006
   • 3 replies
   • 4.4k views
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   • Appleby
   • April 2, 2006

8. Conversion to Roth IRA

   By Cynchbeast, December 23, 2012
   • 3 replies
   • 1.2k views
   • 
   • Cynchbeast
   • December 26, 2012

9. Roth Roll Over

   By Guest valerie4975, February 12, 2005
   • 3 replies
   • 1.2k views
   • 
   • John G
   • February 14, 2005

10. are they ANY guarantees?

    By Guest alk1, April 1, 1999
    • 3 replies
    • 1.8k views
    • 
    • John G
    • April 1, 1999

11. Husband and wife's AGI together is about $180,000. Is this divided in

    By Guest casper, January 13, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 14, 2000

12. Reporting Roth IRA converstion on 8606

    By Guest Felicia77, March 31, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 1999

13. Since I'm over the threshold of AGI and cannot contribute to my Roth I

    By Guest jhellyar, February 24, 2001
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 25, 2001

14. IRAs, annuities, and life insurance -- comparison of death

    By dh003i, November 23, 2006
    • 3 replies
    • 2.1k views
    • 
    • John G
    • November 24, 2006

15. IRA contribution - qualified status, age limit

    By t.haley, December 17, 2015
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • December 17, 2015

16. 401K withdrawal

    By Guest JamesU, July 9, 2001
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • July 10, 2001

17. Can I make a loan to myself from my Roth IRA?

    By Guest creech2000, January 17, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2001

18. withdrawal from IRA to cover previous withdrawal

    By M Norton, November 27, 2018
    • 3 replies
    • 1.1k views
    • 
    • John G
    • March 25, 2019

19. Roth IRA to Roth 401k

    By Guest Lawrenceg, January 22, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • January 23, 2007

20. Employer Contributions to IRA

    By Guest Thomas2006, May 2, 2007
    • 3 replies
    • 7.8k views
    • 
    • Guest
    • May 3, 2007

21. Reporting Roth IRA on 1040

    By Guest jeni, March 30, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 1999

22. Roth Disbursment

    By Guest 4thebrdz, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 15, 2005

23. Income required for Roth contributions

    By Guest Bob Owens, June 15, 2001
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • June 29, 2001

24. Terminated Roth with Losses

    By Guest fsokolowski, October 21, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • October 23, 2001

25. Convert to Roth for Estate Purposes

    By Guest rayrussell44, February 21, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2010

26. Non-spouse beneficiary of Roth IRA

    By joel, August 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • August 18, 2014

27. deciding whether to recharacterize my Roth IRA at tax time

    By Guest haharvey, April 5, 1999
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 6, 1999

28. Difference between Recharacterizations and Conversions

    By Guest xsun88, January 28, 2000
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 28, 2000

29. What custodians accept IRA/Roth accounts for children?

    By John G, March 21, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 25, 2004

30. Teachers' Deferred Saving Plan to Roth

    By Guest gctatter, June 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • John G
    • June 17, 2003

31. AGI and Qualification Question (bear with a noob)

    By Guest reddog, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 15, 2005

32. Vanguard or American Funds for my Roth IRA?

    By Guest IRAnewbie, August 2, 2004
    • 3 replies
    • 7.4k views
    • 
    • Guest
    • August 3, 2004

33. When and by what law were IRAs first created?

    By Kathy, April 6, 1999
    • 3 replies
    • 2k views
    • 
    • John Olsen
    • April 7, 1999

34. OLD ROTH

    By Guest SRajan, January 18, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2001

35. contributing to my RothIRA

    By Guest SusanG, August 20, 2001
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • August 21, 2001

36. Can I roll my current Roth IRA into an online brokerage account and ma

    By Guest Tony Griffith, August 24, 2000
    • 3 replies
    • 2.4k views
    • 
    • John G
    • August 28, 2000

37. Order Transferring IRA Subject to Divorce.

    By Thornton, November 30, 2021
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • December 2, 2021

38. Roth Redemptions Prior to Five Years

    By Guest mbaker, December 1, 1998
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 1, 1998

39. Convert IRA to Roth IRA

    By Guest maroon1_00, December 1, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2002

40. how to open a roth ira in granchildren's names--low fee, min. contributions, etc.?

    By Guest waylons, December 3, 2003
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • December 4, 2003

41. 4 funds and yearly fee of 60

    By Guest misstifyd, March 31, 2005
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 7, 2005

42. Beginner needs help!

    By Guest Newbie, November 9, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 12, 2002

43. Stock Dividends In A Roth

    By Guest otherhess, January 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 3, 2003

44. Can I contribute to both a Roth IRA and a traditional IRA?

    By Guest, October 23, 2000
    • 3 replies
    • 2.2k views
    • 
    • John G
    • November 2, 2000

45. 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

46. Transfer mistake

    By Guest john2, January 13, 2002
    • 3 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • January 15, 2002

47. Roth Conversion via Spousal Rollover

    By Guest reg_h2b, December 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 28, 2001

48. Roth IRA Unconvert

    By Guest Paul throop, January 13, 2002
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 14, 2002

49. Can contributions be made to an IRA after the account owner dies?

    By katieinny, March 9, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • March 12, 2005

50. Roth Excess Contribution

    By Guest monicamn, February 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • John G
    • February 13, 2006