IRAs and Roth IRAs

3,118 topics in this forum

1. Brokeridge Vs Mutual Fund Family For Custodian

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

2. How can my 6 year old max out in a Roth IRA?

   By Guest Ted T, April 27, 2001
   • 2 replies
   • 1.7k views
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   • John G
   • April 28, 2001

3. Age 59 1/2 distribution

   By Fisher, May 1, 2013
   • 3 replies
   • 1.7k views
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   • ETA Consulting LLC
   • June 21, 2013

4. Pension Rollover?

   By Guest WSM, July 22, 2004
   • 4 replies
   • 1.7k views
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   • Appleby
   • July 23, 2004

5. How Do I get started?

   By Guest kmh129, June 5, 2006
   • 3 replies
   • 1.7k views
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   • John G
   • June 23, 2006

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

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

7. How to determine Roth IRA conversion/distribution value of a private p

   By Guest rkf2, January 22, 2001
   • 1 reply
   • 1.7k views
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   • John G
   • January 23, 2001

8. How does Roth 5 year period apply to conversions?

   By Guest Mary Ann, October 18, 2000
   • 3 replies
   • 1.7k views
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   • Guest
   • October 25, 2000

9. Qualifying as IRA Trustee/Custodian

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

10. Five year period

    By joel, September 23, 2021
    • 10 replies
    • 1.7k views
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    • BenefitJack
    • October 17, 2021

11. Roth Conversion via Spousal Rollover

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

12. Divorce Decree- Spouses signature required?

    By Guest Just Visiting, December 24, 2002
    • 4 replies
    • 1.7k views
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    • Guest
    • December 27, 2002

13. 401k distributions due to termination

    By Guest Denise Murphy, September 22, 1999
    • 2 replies
    • 1.7k views
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    • John G
    • September 22, 1999

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

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

15. Newbie quest on Roth IRA

    By Guest BluMensa, July 20, 2006
    • 3 replies
    • 1.7k views
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    • John G
    • July 24, 2006

16. LAID OFF--need 401K to IRA advice!!

    By Guest cviars, May 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2001

17. Reducing traditional IRA balance by both required minimum distributions and Roth Conversion distributions after age 70 1/2

    By Guest fuzzydogs, January 3, 2004
    • 4 replies
    • 1.7k views
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    • Appleby
    • January 8, 2004

18. What retirement account options exist when IRA income limits are excee

    By Guest, October 24, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 3, 2000

19. Deferring income to qualify for a conversion to a Roth

    By Guest Dodd Cosgrove, March 7, 2001
    • 1 reply
    • 1.7k views
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    • John G
    • March 8, 2001

20. Total Contribution Limit to 401k and IRA Limit is $10,000, Should Roth

    By Guest Bwth, April 1, 1999
    • 2 replies
    • 1.7k views
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    • Guest
    • April 3, 1999

21. How do I invest my Roth?

    By Guest Gracey, April 8, 2007
    • 2 replies
    • 1.7k views
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    • John G
    • April 17, 2007

22. transfer to non retirement account

    By Guest dcf, November 19, 2002
    • 5 replies
    • 1.7k views
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    • John G
    • November 21, 2002

23. 5 Year Rule - Inherited Roth IRAs

    By austin3515, February 2, 2022
    • 5 replies
    • 1.7k views
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    • Peter Gulia
    • February 4, 2022

24. >>Can a "corporation" serve as the custodian of a mino

    By Guest true-1, November 9, 2000
    • 2 replies
    • 1.7k views
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    • John G
    • November 9, 2000

25. 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
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    • dh003i
    • March 7, 2005

26. Can a trust establish an IRA?

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

27. Roth IRA's and Employer Plans

    By Guest Pat Lafferty, January 18, 1999
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • January 19, 1999

28. Combining conversion & contribatory Roth IRAs

    By Guest sscbarr, October 28, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • October 30, 1999

29. IRC 4975(f)(6)

    By Guest RETaxGuy, December 27, 2006
    • 0 replies
    • 1.7k views
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    • Guest
    • December 27, 2006

30. Plan rollover to IRA to charitable distribution

    By ombskid, April 10, 2007
    • 3 replies
    • 1.7k views
    • 
    • jevd
    • April 11, 2007

31. IRA Contribution Deadline

    By Guest batberf, April 6, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2003

32. Incorrect Withholding at IRA Withdrawal

    By Guest just started..., February 2, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 2009

33. Roth for Me?

    By Guest Stephen L, March 28, 1999
    • 9 replies
    • 1.7k views
    • 
    • John G
    • April 6, 1999

34. Off topic - September 11

    By John G, September 12, 2003
    • 0 replies
    • 1.7k views
    • 
    • John G
    • September 12, 2003

35. New Funding Limits for IRAs?

    By Guest predaina, December 18, 2000
    • 2 replies
    • 1.7k views
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    • John G
    • December 18, 2000

36. Education IRA Has A New Name

    By Appleby, July 27, 2001
    • 6 replies
    • 1.7k views
    • 
    • Michael Devault
    • August 7, 2001

37. Roth excess contributions - withdraw or recharacterize?

    By Guest alb, March 13, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 16, 2005

38. regular brokerage account-->roth?

    By Guest carrrottt09, January 8, 2006
    • 1 reply
    • 1.7k views
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    • John G
    • January 9, 2006

39. Can a non-spouse beneficiary "un-do" a distribution made out

    By Guest J. Russell Armstrong, November 18, 2000
    • 2 replies
    • 1.7k views
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    • Guest
    • November 19, 2000

40. IRA 60 day rollover short-term loan

    By austin3515, August 28, 2015
    • 2 replies
    • 1.7k views
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    • Bird
    • August 31, 2015

41. Rollover IRA conversion

    By Guest nipa, July 6, 2009
    • 1 reply
    • 1.7k views
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    • Belgarath
    • July 6, 2009

42. Payroll Deduction Roth IRA's

    By Guest GDC CFP, December 15, 1999
    • 1 reply
    • 1.7k views
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    • John G
    • December 18, 1999

43. can a 1yr old with income have a roth?

    By Guest jrysavy, January 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • John G
    • January 7, 2002

44. Non-residents and Roth IRA's

    By Guest csimon2799, March 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 3, 2001

45. Roth contributions and AGI problems

    By Guest Radiohead, November 26, 2008
    • 4 replies
    • 1.7k views
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    • Appleby
    • March 14, 2009

46. Stumped......IRA Question

    By Guest MVICK, March 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • April 3, 2001

47. AGI considerations when converting from IRA to ROTH IRA

    By Guest Kevin Martin, June 25, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 27, 2000

48. Newbie to Board -- Question re Roth Conversion

    By tuni88, March 6, 2008
    • 2 replies
    • 1.7k views
    • 
    • John G
    • March 8, 2008

49. College Student investing in IRA, appreciate some info.

    By Guest UCRBusinessMan, July 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • July 19, 2001

50. what do i do and how much does it take to open a roth account?

    By Guest eric anderson, March 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 9, 2001