IRAs and Roth IRAs

3,118 topics in this forum

1. withdrawal of excess contribution to roth IRA

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

2. Can I still contribute for 2003

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

3. Again, Inherited IRA Question

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

4. Withdrawl of Roth IRA original contributions

   By Guest saber, February 20, 2004
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • March 22, 2004

5. 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

6. 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

7. 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

8. Ineligible for a Roth

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

9. Further my post re lost IRA funds

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

10. Tax impact of Traditional to Roth IRA Rollover

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

11. 401kwithdrawl/traditional IRA rollover

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

12. Unregistered IRA fund and custodian

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

13. Non-spouse beneficiary Options

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

14. Stretch IRA - administrative guidance?

    By Guest amfam2, February 9, 2004
    • 11 replies
    • 3k views
    • 
    • Appleby
    • February 19, 2004

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

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

16. fees for management of roth ira

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

17. IRA rollover?

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

18. 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

19. 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

20. Taxability of management fees for managed IRAs

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

21. Roth distributions when non-resident?

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

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

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

23. 5498-ESA Reporting Deadline

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

24. 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

25. Roth IRA Start Up Questions

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

26. ROTH IRA Transfer Mistake (beyond 60 days)

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

27. pre 59 1/2 Roth Distribution

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

28. IPOs offered to IRAs by the IRA custodian?

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

29. Which Vanguard Fund?

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

30. ira beneficiary tax treatment

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

31. Retired with insufficient earned income

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

32. Trading within a Roth

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

33. Establishment of IRA

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

34. 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

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

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

36. Roth contributions for married filing jointly

    By Guest pingilipkr, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • JAMES PATRICK
    • January 20, 2004

37. IRA/Living Trust/Beneficiaries

    By Guest tarheel, January 19, 2004
    • 3 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 22, 2004

38. Distribution from Roth

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

39. I have no earned income

    By Guest vittorio, January 18, 2004
    • 1 reply
    • 922 views
    • 
    • Appleby
    • January 18, 2004

40. Can you transfer funds from one company Roth to another company Roth without penalty?

    By Guest smrk89, January 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • January 18, 2004

41. Help! $5000 excess Roth IRA contribution to Vanguard in 2002

    By Guest sundance6, January 14, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 19, 2004

42. 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

43. Can an IRA loan money to an unrelated corporation and the IRA Owner enter into a consulting agreement with that corporation without a PT?

    By Guest BKH, January 13, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 15, 2004

44. spousal roth ira contribution limit

    By Guest leclark, January 13, 2004
    • 10 replies
    • 5.5k views
    • 
    • Appleby
    • March 16, 2004

45. Earned Income question

    By Guest husstang, January 13, 2004
    • 1 reply
    • 906 views
    • 
    • John G
    • January 13, 2004

46. Individual Stocks/Stock Options from ROTH IRA account

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

47. What must I do if I open a Roth IRA while UNDER the 160,000 salary cap (married, filing jointly) and then later go over this limit?

    By Guest chauntie, January 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 10, 2004

48. Can IRA assets be used to purchase real estate?

    By Guest kendall33, January 8, 2004
    • 1 reply
    • 997 views
    • 
    • Alan Simpson
    • January 8, 2004

49. How many Roth IRA's can an individual have?

    By Guest Mikelly22, January 8, 2004
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 13, 2004

50. IRA contributions from executor fees

    By Theresa Lynn, January 8, 2004
    • 1 reply
    • 3.4k views
    • 
    • JAMES PATRICK
    • January 9, 2004