IRAs and Roth IRAs

3,120 topics in this forum

1. Can spouse beneficiary take death distribution and then treats balance

   By Guest Shelton, April 10, 2001
   • 3 replies
   • 1.4k views
   • 
   • BPickerCPA
   • April 11, 2001

2. Just starting out and considering Roth IRAs

   By Guest jaeyoung, April 4, 2006
   • 3 replies
   • 1.6k views
   • 
   • John G
   • April 6, 2006

3. IRA fees

   By Guest Dolores Lawrence, February 1, 2002
   • 3 replies
   • 2.2k views
   • 
   • John G
   • February 1, 2002

4. Roth IRA -- 2003 excess applied as a 2004 contribution.

   By katieinny, May 25, 2004
   • 3 replies
   • 1.2k views
   • 
   • Appleby
   • June 4, 2004

5. Surviving Spouse rollover from 401(k) Plan to IRA

   By blue, April 11, 2008
   • 3 replies
   • 2.7k views
   • 
   • Appleby
   • April 12, 2008

6. Roth IRA account which allows you to invest where you want?

   By Guest seanof30306, October 25, 2008
   • 3 replies
   • 1.4k views
   • 
   • John G
   • November 13, 2008

7. ROTH IRA

   By Guest s_pasemann, May 9, 2003
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • May 13, 2003

8. How Do I get started?

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

9. Roth

   By Guest mts74, June 9, 2009
   • 3 replies
   • 1.7k views
   • 
   • John G
   • July 2, 2009

10. Undoing ROTH conversion

    By nancy, February 8, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 18, 2000

11. Spousal IRA's

    By Guest Donna Henderson, July 31, 2001
    • 3 replies
    • 1.5k views
    • 
    • Michael Devault
    • August 1, 2001

12. Spousal rollover of IRA annuity

    By katieinny, February 6, 2003
    • 3 replies
    • 2.5k views
    • 
    • mbozek
    • February 7, 2003

13. RDM after Death with Estate as Beneficiary

    By Guest peebee, April 12, 2012
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2012

14. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12, 2020   

    • inherited ira
    • 1099r
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • May 13, 2020

15. Divorce and IRA Beneficiary Designation

    By chris, March 25, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • April 16, 1999

16. TAXES FOR A ROTH IRA BENEFICIARY

    By Guest CPoulosky, May 24, 2001
    • 3 replies
    • 1.6k views
    • 
    • Fred Payne
    • May 25, 2001

17. Inherited IRAs

    By J Simmons, December 5, 2025
    • 3 replies
    • 938 views
    • 
    • Bruce1
    • December 29, 2025

18. Another Conversion/Recharacterization Question

    By Guest MSDalt, November 20, 2008
    • 3 replies
    • 2.3k views
    • 
    • jane123
    • January 29, 2009

19. Education IRA contribution last day(age 18)

    By Guest AFRICA6796, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 13, 2001

20. IRS Changes instructions for 2003 1099R reporting of ROTH IRA Return of Excess contributions

    By jevd, December 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 8, 2003

21. Will This Disrupt My Pre 59 1/2, 72t (SES) Distributions?

    By Guest irr7342, January 14, 2002
    • 3 replies
    • 2k views
    • 
    • BPickerCPA
    • January 16, 2002

22. Roth IRA conversion after age 70 1/2

    By Guest rwroth, February 1, 2002
    • 3 replies
    • 2.3k views
    • 
    • BPickerCPA
    • February 3, 2002

23. I bought Vanguard 2045, Should I........?

    By Guest Exivate, October 10, 2004
    • 3 replies
    • 2.4k views
    • 
    • John G
    • October 12, 2004

24. Plan rollover to IRA to charitable distribution

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

25. deadline for conversion to Roth IRA, 12-31-98?

    By Guest bverbout, April 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 22, 1999

26. TSA transfer to Roth IRA

    By Guest davidm, October 5, 2000
    • 3 replies
    • 4.1k views
    • 
    • Michael Devault
    • October 9, 2000

27. Nasdaq Marketmaker Settlement $$ Querie

    By John G, December 30, 2000
    • 3 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • January 13, 2001

28. Form 1099-R sent in error?

    By Guest Lonnie_parry, February 29, 2000
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • March 1, 2000

29. Question

    By Guest Mary T, October 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2001

30. Estate tax deduction for taxes pd on recharacterized Roth IRA?

    By Guest M. Thomson, March 19, 2002
    • 3 replies
    • 2k views
    • 
    • Mary Kay Foss
    • March 20, 2002

31. Investment Aggressive Enough

    By Guest franky, May 24, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • May 29, 2001

32. Can I contribute to a SEP-IRA and an IRA in same year?

    By Guest JasonMC, March 19, 2002
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • March 25, 2002

33. roll roth ira to roth 401(k)?

    By Lori H, August 6, 2008
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • August 8, 2008

34. Roth IRA recharacterization and backdoor conversion

    By humblea, December 30, 2020
    • 3 replies
    • 975 views
    • 
    • Lou S.
    • December 30, 2020

35. SEPP prior to age 45

    By Guest Malou, March 3, 2000
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • March 6, 2000

36. Is partial recharacterization of Roth IRA conversion possible?

    By Guest Ron Rhoades, May 3, 2001
    • 2 replies
    • 3.8k views
    • 
    • JAMES PATRICK
    • May 4, 2001

37. Roth Ira

    By Guest janann, July 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • July 13, 2001

38. roll pension into Roth IRA?

    By Guest jbenner, January 21, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2001

39. Rollover IRA to 401(k)?

    By Guest Mrs.Z, May 20, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 20, 2005

40. Aggregation of IRAs for Roth Conversion

    By smm, October 11, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 11, 2010

41. Non-Spousal Inherited IRAs

    By JAY21, October 9, 2007
    • 2 replies
    • 2k views
    • 
    • dmwe
    • November 2, 2007

42. Gifting stock to church

    By Guest rschramm, April 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 1999

43. Same year contribution and withdrawal (traditional IRA)

    By Guest Soma, November 22, 2008
    • 2 replies
    • 16k views
    • 
    • Guest
    • November 24, 2008

44. Conversion from traditional IRA to Roth IRA

    By Guest bchauvin, March 12, 2006
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 14, 2006

45. Beneficiaries naming beneficiaries.

    By Guest Kathleen Fouquet, February 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • February 21, 2002

46. Form or RMD from IRA

    By Guest tcunagin, December 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 23, 2002

47. Can the Custodian be a Canadian Brokerage?

    By Guest star, March 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • John G
    • March 11, 2005

48. exercise of options with Roth IRA

    By Guest smokeyjoe, January 2, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 2, 2007

49. Transfer incident questions

    By Guest Jaybee, September 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • September 7, 2011

50. IRA owner over 70-1/2 dies; wife is over 70-1/2 and elects to treat th

    By bzorc, December 8, 2000
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • December 8, 2000