IRAs and Roth IRAs

3,123 topics in this forum

1. Sell of Real Estate

   By Archimage, March 8, 2004
   • 2 replies
   • 2.3k views
   • 
   • QDROphile
   • March 8, 2004

2. PT when SELLING Roth real estate

   By Guest portstjoe, March 6, 2004
   • 4 replies
   • 2.4k views
   • 
   • John G
   • March 8, 2004

3. 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

4. Rollovers and Foreign Withholding

   By DTH, March 1, 2004
   • 5 replies
   • 3k views
   • 
   • Appleby
   • March 4, 2004

5. Real Estate

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

6. IRS Spousal Beneficiary Options (Again)

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

7. Roth IRA. Withdrawal penalty

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

8. Proposed Retirement Savings Account Question

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

9. Roth IRA Withholding

   By Guest Sarah Brenner, January 3, 2001
   • 3 replies
   • 3.2k views
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   • Appleby
   • March 2, 2004

10. Comingled IRA funds

    By Guest TopTN, March 2, 2004
    • 2 replies
    • 2.7k views
    • 
    • Appleby
    • March 2, 2004

11. 2 questions-roth IRA

    By Guest dbuckner, March 1, 2004
    • 1 reply
    • 1.8k views
    • 
    • Lame Duck
    • March 1, 2004

12. Withdrawal w/o penalty & tax?

    By Guest conlongw, February 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • John G
    • March 1, 2004

13. FundSource from Wachovia

    By Guest deathtaxesnoles, February 24, 2004
    • 12 replies
    • 11.4k views
    • 
    • John G
    • February 28, 2004

14. IRA Contributions from Buy-Out Funds

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

15. IRA contributions for non-taxable income

    By Guest IRAinquiry, February 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • February 27, 2004

16. 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
    • 5.7k views
    • 
    • Kirk Maldonado
    • February 24, 2004

17. withdrawal of excess contribution to roth IRA

    By Guest phelps, February 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 24, 2004

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

    By Appleby, February 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • Appleby
    • February 23, 2004

19. Can I still contribute for 2003

    By Guest terryinvegas, February 21, 2004
    • 1 reply
    • 1k views
    • 
    • Appleby
    • February 21, 2004

20. Again, Inherited IRA Question

    By Guest IraSue, February 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • February 20, 2004

21. Transfer of part of Rollover IRA to another institution: best way to do it.

    By Guest rkal66, February 19, 2004
    • 9 replies
    • 4.4k views
    • 
    • Appleby
    • February 20, 2004

22. roth ira trustees who will hold restricted stock,i.e. small company issues by private placement

    By Guest rx8, February 18, 2004
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • February 19, 2004

23. Stretch IRA - administrative guidance?

    By Guest amfam2, February 9, 2004
    • 11 replies
    • 3.1k views
    • 
    • Appleby
    • February 19, 2004

24. Ineligible for a Roth

    By Guest Cyclone, February 18, 2004
    • 4 replies
    • 1.2k views
    • 
    • John G
    • February 19, 2004

25. IRA Limits for both deductible contributions and non-deductible contributions

    By Guest jhilliard, February 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2004

26. Unregistered IRA fund and custodian

    By Guest jblarson2002, February 11, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 18, 2004

27. Deadline to convert a traditional to roth IRA for 2003 tax year?

    By Guest mawendli, February 3, 2004
    • 9 replies
    • 2k views
    • 
    • Appleby
    • February 18, 2004

28. Further my post re lost IRA funds

    By Guest jblarson2002, February 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • February 18, 2004

29. fees for management of roth ira

    By Guest etherj, February 7, 2004
    • 8 replies
    • 3.9k views
    • 
    • John G
    • February 17, 2004

30. Tax impact of Traditional to Roth IRA Rollover

    By Guest akscott, February 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • February 17, 2004

31. 401kwithdrawl/traditional IRA rollover

    By Guest ztcsmd, February 14, 2004
    • 3 replies
    • 1.5k views
    • 
    • John G
    • February 16, 2004

32. IRA rollover?

    By Guest jcrum00, February 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2004

33. Non-spouse beneficiary Options

    By Lori Foresz, February 9, 2004
    • 4 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • February 15, 2004

34. Individual Stocks/Stock Options from ROTH IRA account

    By Guest investorforlife, January 13, 2004
    • 28 replies
    • 11.5k views
    • 
    • John G
    • February 14, 2004

35. Roth IRA withdraw -- why was I taxed so much?

    By Guest cnyc, February 8, 2004
    • 6 replies
    • 1.6k views
    • 
    • WDIK
    • February 13, 2004

36. New to Roth IRA, eyeing Templeton World A.

    By Guest liza, February 4, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • February 13, 2004

37. non-spouse inherited IRA; can some of account be taken in cash and balance transferred as a Trustee-to Trustee transfer?

    By Guest jusducki, February 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • February 9, 2004

38. Must both the 1st and 2nd RMD be taken from a distribution from a qualified plan before rollover to an IRA?

    By Guest BKH, February 6, 2004
    • 4 replies
    • 1.1k views
    • 
    • BPickerCPA
    • February 8, 2004

39. Roth distributions when non-resident?

    By Guest Dr.Frank, February 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • February 6, 2004

40. Taxability of management fees for managed IRAs

    By Guest rkal66, February 6, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • February 6, 2004

41. 5498-ESA Reporting Deadline

    By Appleby, February 3, 2004
    • 0 replies
    • 1.4k views
    • 
    • Appleby
    • February 3, 2004

42. Roth IRA Start Up Questions

    By Guest VanessaB, February 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lame Duck
    • February 2, 2004

43. ROTH IRA Transfer Mistake (beyond 60 days)

    By Guest martykoepp, February 1, 2004
    • 1 reply
    • 2.7k views
    • 
    • Appleby
    • February 2, 2004

44. pre 59 1/2 Roth Distribution

    By Guest mrvasquez, February 1, 2004
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 2, 2004

45. Roth Ira contributions after withdrawal and collecting for losses

    By Guest gzwick04, December 31, 2003
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • February 1, 2004

46. ira beneficiary tax treatment

    By Guest leclark, January 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • January 31, 2004

47. IPOs offered to IRAs by the IRA custodian?

    By Guest ERISA_kid, January 30, 2004
    • 1 reply
    • 1.3k views
    • 
    • ElGuapo
    • January 30, 2004

48. Which Vanguard Fund?

    By Guest gzwick04, January 30, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • January 30, 2004

49. Establishment of IRA

    By Guest cease, January 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 30, 2004

50. How old does one have to be to start a ROTH?

    By Guest derykb, January 14, 2004
    • 4 replies
    • 1.6k views
    • 
    • John G
    • January 30, 2004