IRAs and Roth IRAs

3,119 topics in this forum

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

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

2. IRA/Living Trust/Beneficiaries

   By Guest tarheel, January 19, 2004
   • 3 replies
   • 2.5k views
   • 
   • Lame Duck
   • January 22, 2004

3. Roth contributions for married filing jointly

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

4. 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

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

   By Guest smrk89, January 17, 2004
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • January 18, 2004

6. I have no earned income

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

7. 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

8. Earned Income question

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

9. 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

10. 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

11. IRA contributions from executor fees

    By Theresa Lynn, January 8, 2004
    • 1 reply
    • 3.5k views
    • 
    • JAMES PATRICK
    • January 9, 2004

12. PLRs on Waiver of 60-day limit for Rollover

    By Appleby, January 6, 2004
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 9, 2004

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

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

14. Reducing traditional IRA balance by both required minimum distributions and Roth Conversion distributions after age 70 1/2

    By Guest fuzzydogs, January 3, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 8, 2004

15. Question from a first timer, just making sure of something?

    By Guest Dbro, January 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

16. Old Pension client on disability... $ in IRA now & wants to withdrawl

    By K-t-F, January 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 5, 2004

17. transfer from one IRA to another

    By Guest greggi39, December 24, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • January 5, 2004

18. Higher Education Withdraw

    By Guest Schrjeanne, December 17, 2003
    • 3 replies
    • 2k views
    • 
    • JAMES PATRICK
    • January 5, 2004

19. 60 Day Question

    By bzorc, January 2, 2004
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • January 3, 2004

20. Roth IRA for college savings

    By Guest nesby, January 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • January 2, 2004

21. Investing in your own company in a Roth IRA

    By dh003i, August 21, 2003
    • 12 replies
    • 1.8k views
    • 
    • Appleby
    • December 31, 2003

22. Use of Roth IRA as a " tax shelter" for appreciated assets

    By mbozek, November 13, 2003
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • December 31, 2003

23. RMD from IRA containing stock that is restricted and probably now worthless

    By Kathy, December 31, 2003
    • 4 replies
    • 2k views
    • 
    • Kathy
    • December 31, 2003

24. filing tax return and Roth

    By Guest enigmaaaaa, December 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 31, 2003

25. deductible "traditional" IRA

    By Guest greggi39, December 30, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • December 30, 2003

26. Is taking a Tax Loss in Roth IRA possible?

    By Guest irr7342, December 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • Harwood
    • December 29, 2003

27. Roth IRA is better than regular IRA?

    By Guest enigmaaaaa, December 29, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • December 29, 2003

28. early withdrawal from Roth

    By Guest enigmaaaaa, December 29, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 29, 2003

29. where do i open a roth ira?

    By Guest nastradanous, December 25, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • December 27, 2003

30. Rollover of Traditional IRA in to Roth IRA.

    By Guest skaranam, December 27, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 27, 2003

31. QTIP transfer to Marital Trust

    By jane123, December 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 25, 2003

32. Mid cap?

    By Guest enigmaaaaa, December 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 22, 2003

33. Laid Off- Want to Roll over to Self direct IRA or Roth. Which is BETTER?

    By Guest cliff47, December 14, 2003
    • 2 replies
    • 2k views
    • 
    • Mary Kay Foss
    • December 22, 2003

34. Changing Institutions - What are my rights?

    By Guest rothnewnow, December 19, 2003
    • 1 reply
    • 992 views
    • 
    • mbozek
    • December 19, 2003

35. Employee Plan News-If you are not already a subscriber to this newsletter, you may be interested in signing up

    By Appleby, December 19, 2003
    • 0 replies
    • 1k views
    • 
    • Appleby
    • December 19, 2003

36. Tax Results of Sale of Appreciated Property to or From Own IRA

    By Guest Kevin A. Wiggins, December 5, 2003
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 2003

37. Spouse benefits in a qualified plan, may I still contribute a deductible contribution to an IRA.

    By 2muchstress, December 17, 2003
    • 1 reply
    • 2k views
    • 
    • Appleby
    • December 17, 2003

38. Withdrawals for higher education expenses

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

39. Roth IRA contributions

    By Guest nesby, December 11, 2003
    • 1 reply
    • 3.6k views
    • 
    • Michael Devault
    • December 12, 2003

40. IRA investment in real estate

    By Guest SCUDDESLER, December 9, 2003
    • 4 replies
    • 3.4k views
    • 
    • mbozek
    • December 10, 2003

41. If I make a maximum Roth IRA contribution and later need to withdraw the contribution in the same tax year, am I prohibited from funding my IRA for the remainder of the year?

    By Guest roth_man, December 8, 2003
    • 2 replies
    • 1.9k views
    • 
    • dh003i
    • December 9, 2003

42. Tangent Issue: New Medicare bill creates Roth-IRA-like Health Savings Account

    By dh003i, December 9, 2003
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • December 9, 2003

43. 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

44. Paying the penalties for excess contributions over three years.

    By Guest BoyAlex, December 1, 2003
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • December 5, 2003

45. Securities Distribution from an IRA

    By bzorc, December 4, 2003
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

46. Duty to diversify investments in a self-directed IRA?

    By Guest ERISA_kid, December 2, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • December 4, 2003

47. Converting 401(k) to Roth in a zero-earned-income year. Goal: use up itemized deductions and child tax credit.

    By Guest mku, December 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • December 4, 2003

48. how to open a roth ira in granchildren's names--low fee, min. contributions, etc.?

    By Guest waylons, December 3, 2003
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • December 4, 2003

49. Any Good Mutual Fund Ideas?

    By Guest bigz67, December 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • dh003i
    • December 4, 2003

50. newbie

    By Guest bigz67, December 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • December 2, 2003