IRAs and Roth IRAs

3,118 topics in this forum

1. Fiduciary Liability and Mutual Fund Scandals

   By Guest smscottish, April 13, 2004
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • April 16, 2004

2. Recharacterization requested after IRA to IRA transfer?

   By Guest amfam2, April 13, 2004
   • 1 reply
   • 963 views
   • 
   • Appleby
   • April 14, 2004

3. Excess ROTH Contributions Calculating Gain

   By Guest smedsker, April 13, 2004
   • 2 replies
   • 1k views
   • 
   • John G
   • April 13, 2004

4. Reporting excess ROTH earnings

   By Guest sammy2, April 8, 2004
   • 2 replies
   • 1.1k views
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   • Appleby
   • April 9, 2004

5. Can you open a Roth if you contribute to your company 401(k)?

   By FundeK, April 8, 2004
   • 6 replies
   • 1.8k views
   • 
   • Appleby
   • April 9, 2004

6. is this worth it?

   By Guest quaspro, April 7, 2004
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • April 9, 2004

7. Here's one for me . . .

   By Guest Mrilaomt, April 6, 2004
   • 15 replies
   • 1.7k views
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   • John G
   • April 13, 2004

8. Withdraw from traditional IRA or 401K in 2004 for 2003 income

   By Guest BmattIII, April 2, 2004
   • 3 replies
   • 1.1k views
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   • John G
   • April 3, 2004

9. Rollover of periodic payments from IRA

   By Guest philc, March 31, 2004
   • 5 replies
   • 1.6k views
   • 
   • jevd
   • April 2, 2004

10. 10% penalty applicable for Roth conversions?

    By Guest jusducki, March 31, 2004
    • 1 reply
    • 1.3k views
    • 
    • Lame Duck
    • March 31, 2004

11. Self-Directed ROTH IRA and Capital Gains Taxes

    By Guest Aspenman, March 31, 2004
    • 5 replies
    • 2.4k views
    • 
    • John G
    • April 1, 2004

12. ROTH IRA Question

    By Guest emccarty, March 30, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 31, 2004

13. Self-imposed limits on ROTH contributions & 2 ROTHs for Married Couple?

    By Guest BobT, March 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • March 30, 2004

14. Usury Laws applying to Roth IRA loans

    By Guest LLane, March 29, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2004

15. Contribute to 2003 or 2004 Roth after filing taxes?

    By Guest aninnag, March 28, 2004
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • April 2, 2004

16. Brokerage account for Roth IRA with $1,500 contribution?

    By Guest moosegirl, March 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • March 27, 2004

17. RMD calulator for IRA

    By Guest jusducki, March 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • March 28, 2004

18. SIMPLE IRA Providers

    By austin3515, March 24, 2004
    • 1 reply
    • 2k views
    • 
    • John G
    • March 24, 2004

19. What to do on an ineligible Roth investment

    By Guest lorenzo, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • March 24, 2004

20. What custodians have low or no annual fees?

    By John G, March 21, 2004
    • 6 replies
    • 4.7k views
    • 
    • John G
    • March 19, 2009

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

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

22. Does a rollover amount affect the Maximum Roth Contribution?

    By Guest pinkcory, March 20, 2004
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • March 20, 2004

23. Can a parent make a Trad/Roth IRA contribution on behalf of a child?

    By Guest amfam2, March 19, 2004
    • 2 replies
    • 6.9k views
    • 
    • John G
    • March 21, 2004

24. Small Roth IRA looking to get out

    By Guest Brian Nuffer, March 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 17, 2004

25. Can I still contribute to my Roth?

    By Guest otown_29, March 15, 2004
    • 5 replies
    • 2.1k views
    • 
    • John G
    • March 17, 2004

26. Contribution to an IRA After Death

    By Guest richardl, March 15, 2004
    • 6 replies
    • 9.1k views
    • 
    • Appleby
    • March 18, 2004

27. Roth IRA purchasing minority interest in closely held corp.

    By Guest 54GRANDAD, March 15, 2004
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • March 16, 2004

28. Can I Purchase a Small Business with my ROTH IRA? What are the implications of doing that?

    By Guest wpfs, March 14, 2004
    • 6 replies
    • 3.9k views
    • 
    • John G
    • September 9, 2004

29. Value of IRA for calculating pro-rated basis in a conversion to a Roth IRA

    By Guest judorock, March 14, 2004
    • 1 reply
    • 3k views
    • 
    • Mary Kay Foss
    • March 22, 2004

30. 72t distributions

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 2.2k views
    • 
    • ElGuapo
    • March 19, 2004

31. Is the fee to manager with trading authority in an IRA taxable if withdrawn from the IRA?

    By Guest rkal66, March 10, 2004
    • 7 replies
    • 2.6k views
    • 
    • mbozek
    • March 12, 2004

32. Calculating contributions on transfered Roth.

    By Guest jsucic, March 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • March 10, 2004

33. Sell of Real Estate

    By Archimage, March 8, 2004
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • March 8, 2004

34. PT when SELLING Roth real estate

    By Guest portstjoe, March 6, 2004
    • 4 replies
    • 2.3k views
    • 
    • John G
    • March 8, 2004

35. Using a ROTH as a down payment on a house

    By Guest lilmishana, March 4, 2004
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • March 4, 2004

36. IRS Spousal Beneficiary Options (Again)

    By Guest ptpnthr, March 2, 2004
    • 1 reply
    • 2k views
    • 
    • mbozek
    • March 3, 2004

37. Proposed Retirement Savings Account Question

    By Guest jsucic, March 2, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2004

38. Roth IRA. Withdrawal penalty

    By Guest donnabf, March 2, 2004
    • 1 reply
    • 2.7k views
    • 
    • Lame Duck
    • March 2, 2004

39. Comingled IRA funds

    By Guest TopTN, March 2, 2004
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • March 2, 2004

40. 2 questions-roth IRA

    By Guest dbuckner, March 1, 2004
    • 1 reply
    • 1.7k views
    • 
    • Lame Duck
    • March 1, 2004

41. Rollovers and Foreign Withholding

    By DTH, March 1, 2004
    • 5 replies
    • 2.8k views
    • 
    • Appleby
    • March 4, 2004

42. Real Estate

    By Archimage, March 1, 2004
    • 14 replies
    • 3.6k views
    • 
    • Lame Duck
    • March 4, 2004

43. Withdrawal w/o penalty & tax?

    By Guest conlongw, February 29, 2004
    • 2 replies
    • 2.1k views
    • 
    • John G
    • March 1, 2004

44. Converted Roth IRA..how much can I take out w/o penalty?

    By Guest Clocker, February 27, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • March 8, 2004

45. IRA Contributions from Buy-Out Funds

    By Guest Pickles, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • February 27, 2004

46. IRA contributions for non-taxable income

    By Guest IRAinquiry, February 25, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • February 27, 2004

47. Tracking basis in an IRA with a Rollover of after-tax $

    By jevd, February 25, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 1, 2004

48. FundSource from Wachovia

    By Guest deathtaxesnoles, February 24, 2004
    • 12 replies
    • 11.2k views
    • 
    • John G
    • February 28, 2004

49. Can the IRS disallow an IRA 60-day rollover if the intent was to take a short-term loan?

    By Guest Fishchick, February 23, 2004
    • 7 replies
    • 5k views
    • 
    • Kirk Maldonado
    • February 24, 2004

50. Final Regs: Calculating Income on Excess IRA contributions and recharacterization

    By Appleby, February 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Appleby
    • February 23, 2004