IRAs and Roth IRAs

3,118 topics in this forum

1. Tax implication of Recharacterization once 4 year spreadinghas been se

   By Guest Bob E, May 20, 1999
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • May 21, 1999

2. UBTI on IRAs

   By Guest Pat Metallic, June 23, 2005
   • 5 replies
   • 1.7k views
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   • Kirk Maldonado
   • June 25, 2005

3. 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
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   • John G
   • March 9, 2001

4. Beneficiary designation invalid because it was completed "too close to date of death" of IRA owner?

   By billfgrady, October 13, 2005
   • 1 reply
   • 1.7k views
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   • Alf
   • October 13, 2005

5. Roth IRA Conversion & Marriage Status

   By Guest SpeedyG, December 11, 1998
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • December 11, 1998

6. Contributing to Roth IRA Conversion

   By Guest kblsnbts, May 30, 2003
   • 1 reply
   • 1.7k views
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   • John G
   • May 30, 2003

7. Form 8606?

   By Guest Nancy Jay, April 8, 2000
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • April 9, 2000

8. Roth Conversion by Executor(trix)

   By Gary Lesser, December 23, 1998
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • December 23, 1998

9. Limitations on Distributions from IRA

   By Guest SBlack, March 6, 2001
   • 4 replies
   • 1.7k views
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   • Appleby
   • March 9, 2001

10. American Express Financial Advisors

    By Guest GoGreen, January 12, 2000
    • 1 reply
    • 1.7k views
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    • John G
    • January 13, 2000

11. Is recharacterization of IRA contribution prior to April 15 always ele

    By Guest wilywilly, June 5, 2000
    • 2 replies
    • 1.7k views
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    • John Olsen
    • June 5, 2000

12. roth ira for non-working spouse

    By Guest lloydo, April 23, 2000
    • 2 replies
    • 1.7k views
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    • John G
    • April 23, 2000

13. IRA allowable Investments

    By Guest tcunagin, January 23, 2002
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • January 23, 2002

14. any advice on investing in the S&P 500?

    By Guest wanahave$, May 20, 2004
    • 2 replies
    • 1.7k views
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    • John G
    • May 21, 2004

15. Missed MRD

    By Guest Sieve, November 22, 2010
    • 0 replies
    • 1.7k views
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    • Guest
    • November 22, 2010

16. Roth Conversion 5 Year Period

    By Guest Lucee, January 13, 2002
    • 4 replies
    • 1.7k views
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    • Guest
    • January 17, 2002

17. Thinking of investing in a ROTH IRA

    By Guest hkolln, December 8, 2000
    • 4 replies
    • 1.7k views
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    • John G
    • December 11, 2000

18. IRA & Gov't Securities

    By Guest Bandb, October 9, 2001
    • 1 reply
    • 1.7k views
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    • MGB
    • October 9, 2001

19. ROTH IRA and COMBAT ZONE TAX EXEMPTION

    By Guest ShadowRed1, May 26, 2006
    • 1 reply
    • 1.7k views
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    • jevd
    • May 26, 2006

20. Can I contribute for my child with no SS#?

    By Guest brazzell, October 24, 2000
    • 1 reply
    • 1.7k views
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    • John G
    • October 25, 2000

21. What's a Roth IRA invested in?

    By Guest BonnScott, August 1, 2003
    • 5 replies
    • 1.7k views
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    • dh003i
    • August 1, 2003

22. IRA heir to Conduit IRA

    By Guest dcalme52, December 24, 2004
    • 4 replies
    • 1.7k views
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    • Appleby
    • December 28, 2004

23. Withdrawals for higher education expenses

    By Guest bmurphy, December 12, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 12, 2003

24. Spouses IRA Election

    By Guest reg_h2b, January 26, 2001
    • 3 replies
    • 1.7k views
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    • BPickerCPA
    • January 31, 2001

25. Where to go?

    By Guest SupremeCD, March 3, 2008
    • 3 replies
    • 1.7k views
    • 
    • John G
    • March 5, 2008

26. Inherited IRA and Estate Taxes

    By Guest Bill Hurlbert, December 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • December 13, 1999

27. newbie to Roth IRA-questions

    By Guest Fia Yi, October 13, 2000
    • 4 replies
    • 1.7k views
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    • John G
    • October 16, 2000

28. IRA Investing in a LLC

    By Guest PB&J, October 31, 2005
    • 3 replies
    • 1.7k views
    • 
    • John G
    • November 5, 2005

29. Possible Additional Relief For Incorrect Roth Conversions

    By Guest jamesfdavis, April 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • April 15, 1999

30. Buying & Selling Within an IRA

    By Guest augustineregal@yahoo.com, June 27, 2011
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • June 30, 2011

31. Protection against creditors upon bankrupty

    By alexa, January 22, 2002
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • January 24, 2002

32. Can IRA or Roth IRA be place in a Government I bonds

    By Guest muckmail, February 5, 2006
    • 1 reply
    • 1.7k views
    • 
    • John G
    • February 6, 2006

33. Do I report my Roth contributions on Form 8606?

    By Guest Karen Beegs, February 19, 2000
    • 1 reply
    • 1.7k views
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    • Kathy
    • February 21, 2000

34. $100,000 modified AGI limitation

    By Guest batberf, November 28, 2001
    • 2 replies
    • 1.7k views
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    • Appleby
    • November 28, 2001

35. 1099R Question

    By Guest JimiB, January 30, 2001
    • 2 replies
    • 1.7k views
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    • John G
    • February 1, 2001

36. 60 days from receipt

    By Guest lskin, July 31, 2006
    • 3 replies
    • 1.7k views
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    • Guest
    • July 31, 2006

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

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

38. IRA contribution from stock options

    By Guest BruceC, October 25, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • October 26, 2011

39. Fidelity IRA Time Bomb!

    By John Olsen, November 24, 1999
    • 3 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • November 28, 1999

40. Recharacterizing to the original Roth conversion?

    By Guest dap, December 9, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 10, 1998

41. ROTH - Allowable Investments

    By Guest barry312, March 21, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 2002

42. RMD From IRA and 403(b)?

    By Guest irr7342, September 10, 2001
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • September 11, 2001

43. income tax credit

    By Guest tanessi, September 15, 2003
    • 2 replies
    • 1.6k views
    • 
    • JAMES PATRICK
    • September 16, 2003

44. Excess Roth IRA recharacterization

    By Guest Frank Slade, April 9, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 9, 2001

45. ? Re Roth IRA Eligibility and Disbility Income

    By Guest twokatmew, October 25, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 2005

46. Source of Dec 31 Roth conversion deadline?

    By Guest tborek, March 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2001

47. Basic questions about the Roth

    By Guest BrianfromWash, October 16, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 18, 2000

48. Can parents gift their Roth IRA to a child?

    By Guest ednav, December 22, 2000
    • 2 replies
    • 1.6k views
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    • John G
    • December 24, 2000

49. Exceeding AGI limit

    By Guest barbk, December 11, 1998
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • December 11, 1998

50. Roth Conversion tax reporting problems

    By Kathy, February 5, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • February 8, 1999