IRAs and Roth IRAs

3,118 topics in this forum

1. Assigning the right of inherited IRA assets- what are the effects?

   By Guest Shelton, June 5, 2002
   • 2 replies
   • 2.3k views
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   • mbozek
   • June 6, 2002

2. 2 or more Roth IRA's - contribution limits

   By Guest money4myhoney, October 26, 2005
   • 2 replies
   • 1.5k views
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   • John G
   • October 27, 2005

3. Roth 5-Year Rule and Transfers Incident to Divorce

   By QDROphile, September 13, 2020
   • 2 replies
   • 2.2k views
   • 
   • QDROphile
   • September 14, 2020

4. ROTH contibutions with AGI above limit via Whole Life Insurance.

   By Guest PennyBags, May 13, 1999
   • 2 replies
   • 1.5k views
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   • Guest
   • May 14, 1999

5. How to pay excise tax for 1999 early distribution, if 1999 income tax

   By k man, July 7, 2000
   • 2 replies
   • 1.4k views
   • 
   • Mary Kay Foss
   • July 14, 2000

6. Education IRA contribution deadline.

   By Guest denisedawson, January 22, 2001
   • 2 replies
   • 2k views
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   • JAMES PATRICK
   • February 10, 2001

7. Attribution

   By Guest u2achtungbaby, June 21, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • July 5, 2001

8. IRA Bypass Distributions

   By Guest DAW, December 16, 2004
   • 2 replies
   • 1.6k views
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   • Guest
   • December 19, 2004

9. roth ira and the children

   By Guest naidae1, March 14, 2000
   • 2 replies
   • 1.3k views
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   • John G
   • March 14, 2000

10. IRA's contribution increases???

    By Guest darren, May 5, 2001
    • 2 replies
    • 1.3k views
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    • John G
    • May 6, 2001

11. 401K After-Tax Contributions

    By Guest BigAl, June 5, 2002
    • 2 replies
    • 1.4k views
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    • Appleby
    • June 5, 2002

12. How to terminate my Roth IRA

    By Guest ClarkS, February 7, 2003
    • 2 replies
    • 1.8k views
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    • John G
    • February 9, 2003

13. Are we allowed to own both a Roth and and trad. IRA at the same time?

    By Guest jmarvin, December 3, 2006
    • 2 replies
    • 1.5k views
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    • John G
    • December 4, 2006

14. Combining Roth IRAs

    By Guest Keith Woods, May 19, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • May 20, 1999

15. Tax Implications of a ROTH IRA Conversion

    By Guest Kingsley, March 14, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2000

16. Recharacterization done after deadline- recourse?

    By Guest AFRICA6796, November 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • November 19, 2001

17. beneficiary designation

    By Guest JBeck, February 17, 2005
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • February 18, 2005

18. Roth return of contributions and IRS reporting forms

    By Guest chuck owen, May 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • John G
    • May 8, 2001

19. ROTH Recharacterization

    By Guest ginag, March 20, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • March 21, 2002

20. Calculating contributions on transfered Roth.

    By Guest jsucic, March 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • March 10, 2004

21. Conversion Rules

    By Felicia, August 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • September 21, 2005

22. 1999 Recharacterization of 1998 Roth conversion--How to file?

    By Guest SQuinn, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

23. Risks in Roth IRAs?

    By Guest Tami, August 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • August 29, 2000

24. ROTH IRA

    By Guest DEAN, August 2, 2003
    • 2 replies
    • 1k views
    • 
    • dh003i
    • August 2, 2003

25. Both ?

    By Guest sadieelvis, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • February 1, 2005

26. Be ever vigilant about mundane paperwork! Lost docs

    By John G, April 2, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 8, 2005

27. roth ira

    By Guest eric greenleaf, August 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • John G
    • August 4, 2003

28. Why Convert to Roth if Close to Retirement? wpt

    By Guest wpturner, December 8, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 1998

29. Can I immediately withdraw conversion funds from a Roth to pay taxes?

    By Guest rkal66, November 14, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 16, 2003

30. Roth IRA

    By Guest littleboymaker, November 22, 2005
    • 2 replies
    • 2.2k views
    • 
    • John G
    • December 5, 2005

31. Roth IRA - Spousal Beneficiary & 5-year clock

    By Dobber, February 14, 2022
    • 2 replies
    • 963 views
    • 
    • Dobber
    • February 18, 2022

32. Conversion and contribution in same year - allowed?

    By Michael Devault, March 17, 2000
    • 2 replies
    • 2.1k views
    • 
    • John G
    • March 17, 2000

33. Early withdraws?

    By Guest sillyswany, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 4, 2004

34. Foreign stocks in IRA

    By Guest helpmewithtaxes, April 10, 2006
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2006

35. Borrowing against an IRA

    By Guest SPollock, May 27, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

36. In Kind IRA Distribution to Taxable Account

    By Guest Carrie Dover, May 14, 2009
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • May 15, 2009

37. Traditional to Roth Conversion

    By Guest billbill, December 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 31, 2001

38. Rollover IRA into 401(k) Plan

    By Guest notnimbaab, August 22, 2003
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • August 23, 2003

39. income tax credit

    By Guest tanessi, September 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • JAMES PATRICK
    • September 16, 2003

40. Traditional IRA - how to handle worthless investment?

    By Guest Troy S., December 12, 2007
    • 2 replies
    • 2k views
    • 
    • John G
    • December 13, 2007

41. IRA in one spouse name only.

    By Guest SWynn, June 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • John G
    • June 3, 1999

42. Available Roth IRA Accounts

    By Guest 7777, April 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • John G
    • April 4, 2003

43. Newcomer to the roth IRA plan

    By Guest McToth, March 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • March 14, 2005

44. Should I start a Roth IRA in my Credit Union as opposed to somewhere e

    By Guest berg67, February 13, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 14, 2001

45. No TIN Estate for IRA Beneficiary

    By Guest Penny40, September 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2002

46. I'm so Confused about Roth Conversion-Pls. Help!

    By Guest jmwskw, June 4, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • June 4, 1999

47. Roth Contribution Totals

    By Guest Steve22, March 21, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 21, 2000

48. Excessive contribution to a traditional IRA

    By Guest criesi, December 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 6, 2002

49. Roth IRA contributions

    By Guest jayglass, September 15, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 18, 2003

50. Excess ROTH Contributions Calculating Gain

    By Guest smedsker, April 13, 2004
    • 2 replies
    • 1k views
    • 
    • John G
    • April 13, 2004