IRAs and Roth IRAs

3,118 topics in this forum

1. IRS Spousal Beneficiary Options (Again)

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

2. Roth IRA. Withdrawal penalty

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

3. Proposed Retirement Savings Account Question

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

4. Roth IRA Withholding

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

5. Comingled IRA funds

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

6. 2 questions-roth IRA

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

7. Withdrawal w/o penalty & tax?

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

8. FundSource from Wachovia

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

9. IRA Contributions from Buy-Out Funds

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

10. IRA contributions for non-taxable income

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

11. 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

12. withdrawal of excess contribution to roth IRA

    By Guest phelps, February 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 24, 2004

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

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

14. Can I still contribute for 2003

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

15. Again, Inherited IRA Question

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

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

    By Guest rkal66, February 19, 2004
    • 9 replies
    • 3.4k views
    • 
    • Appleby
    • February 20, 2004

17. 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

18. Stretch IRA - administrative guidance?

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

19. Ineligible for a Roth

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

20. 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

21. Unregistered IRA fund and custodian

    By Guest jblarson2002, February 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2004

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

    By Guest mawendli, February 3, 2004
    • 9 replies
    • 1.9k views
    • 
    • Appleby
    • February 18, 2004

23. Further my post re lost IRA funds

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

24. fees for management of roth ira

    By Guest etherj, February 7, 2004
    • 8 replies
    • 2.8k views
    • 
    • John G
    • February 17, 2004

25. Tax impact of Traditional to Roth IRA Rollover

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

26. 401kwithdrawl/traditional IRA rollover

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

27. IRA rollover?

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

28. Non-spouse beneficiary Options

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

29. Individual Stocks/Stock Options from ROTH IRA account

    By Guest investorforlife, January 13, 2004
    • 28 replies
    • 9.8k views
    • 
    • John G
    • February 14, 2004

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

    By Guest cnyc, February 8, 2004
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • February 13, 2004

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

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

32. 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

33. 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

34. Roth distributions when non-resident?

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

35. Taxability of management fees for managed IRAs

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

36. 5498-ESA Reporting Deadline

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

37. Roth IRA Start Up Questions

    By Guest VanessaB, February 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • Lame Duck
    • February 2, 2004

38. ROTH IRA Transfer Mistake (beyond 60 days)

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

39. pre 59 1/2 Roth Distribution

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

40. Roth Ira contributions after withdrawal and collecting for losses

    By Guest gzwick04, December 31, 2003
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 1, 2004

41. ira beneficiary tax treatment

    By Guest leclark, January 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • January 31, 2004

42. IPOs offered to IRAs by the IRA custodian?

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

43. Which Vanguard Fund?

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

44. Establishment of IRA

    By Guest cease, January 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 30, 2004

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

    By Guest derykb, January 14, 2004
    • 4 replies
    • 1.5k views
    • 
    • John G
    • January 30, 2004

46. Distribution from Roth

    By Guest mkerr225, January 18, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • January 30, 2004

47. Retired with insufficient earned income

    By Guest walt007, January 28, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • January 30, 2004

48. Trading within a Roth

    By Guest deathtaxesnoles, January 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • John G
    • January 30, 2004

49. Spousal IRA contribution for person "not covered" by a retirement plan

    By Guest garymc, January 22, 2004
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • January 25, 2004

50. Catch-up contributions to IRA - State by State

    By Guest cease, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 22, 2004