IRAs and Roth IRAs

3,120 topics in this forum

1. Taking money out

   By Guest gzwick26, March 26, 2007
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • March 26, 2007

2. Roth IRA or 403b?

   By Guest calluke, March 22, 2006
   • 4 replies
   • 1.7k views
   • 
   • John G
   • March 23, 2006

3. income tax credit

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

4. Recharacterizing a contribution - as opposed to a conversion.

   By Guest Kingman, May 19, 1999
   • 6 replies
   • 1.7k views
   • 
   • BPickerCPA
   • June 17, 1999

5. Basic questions about the Roth

   By Guest BrianfromWash, October 16, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • October 18, 2000

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

   By Guest Mikelly22, January 8, 2004
   • 3 replies
   • 1.7k views
   • 
   • John G
   • January 13, 2004

7. Roth IRA Unconvert

   By Guest Paul throop, January 13, 2002
   • 3 replies
   • 1.7k views
   • 
   • John G
   • January 14, 2002

8. Exceeding AGI limit

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

9. RMD From IRA and 403(b)?

   By Guest irr7342, September 10, 2001
   • 1 reply
   • 1.7k views
   • 
   • BPickerCPA
   • September 11, 2001

10. IRA Conversions to Roth for 2006

    By Guest emdemd, January 30, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 2, 2007

11. IRA distributions when there are after-tax and pre-tax

    By 30Rock, June 25, 2024
    • 5 replies
    • 1.7k views
    • 
    • MDCPA
    • June 27, 2024

12. Qualified Trust As Beneficiary- Life Expectancy To Be Used For Post De

    By Guest AFRICA6796, August 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 10, 2001

13. Adding to a Roth Conversion for 2005 tax year?

    By Guest muckmail, February 5, 2006
    • 2 replies
    • 1.7k views
    • 
    • John G
    • February 6, 2006

14. Trading stocks in a ROTH IRA

    By Guest sgj, November 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • John G
    • November 25, 2002

15. Roth return of contributions and IRS reporting forms

    By Guest chuck owen, May 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • John G
    • May 8, 2001

16. Roth IRA Backdoor Questions

    By Coopman14, February 4, 2015
    • 3 replies
    • 1.7k views
    • 
    • John G
    • March 30, 2015

17. Which IRA to save for home purchase?

    By Guest gszczyrb, March 27, 2000
    • 6 replies
    • 1.7k views
    • 
    • John G
    • March 28, 2000

18. Missed RMD on Inheirited IRA

    By rfahey, December 2, 2005
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • December 10, 2005

19. Can you withdraw Roth Ira funds to buy first home overseas without pen

    By Guest saraemiller, October 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 10, 2001

20. Roth IRA contribution. Gross amount or after taxes amount?

    By Guest Donna722, February 7, 2001
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • February 9, 2001

21. Roth IRA Beginner: Help!

    By Guest CCCarter, May 25, 1999
    • 4 replies
    • 1.7k views
    • 
    • John G
    • May 25, 1999

22. Payback of Roth IRA?

    By Guest 1hunglo, August 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • John G
    • August 21, 2004

23. Best place to open up an IRA/Roth IRA

    By Guest m_desai, March 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 13, 2001

24. Disclaiming an inherited IRA

    By bzorc, October 24, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • October 24, 2011

25. Roth IRA contribution deadline

    By Guest dlieber22, January 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • John G
    • January 7, 2001

26. Educational IRAs - LRMs or Opinion Letter Procedure

    By Guest Amy Erlbacher Anderson, July 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2004

27. How and what to do?!

    By Guest Israel, October 23, 2002
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • October 31, 2002

28. non-spouse rollover

    By Guest lskin, June 8, 2006
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 9, 2006

29. self-employed quarterly tax payments

    By Guest Norma, December 8, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1998

30. Non-resident legal alien contributions to IRAs.

    By Guest Catherine, October 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2000

31. Waiver of Penalty from an IRA distribution

    By Guest russo40, September 14, 2000
    • 3 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • September 20, 2000

32. What is the penalty for contributing too much to a Roth IRA

    By Guest Bobclp, July 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • July 13, 2001

33. prohibited transaction?

    By randagulp, August 6, 2015   

    • prohibited transaction
    • ira
    • 7 replies
    • 1.6k views
    • 
    • randagulp
    • August 7, 2015

34. Trust as Roth beneficiary

    By Guest Eve, February 25, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

35. Recharacterized - how many?

    By Guest Thenozz, September 9, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 10, 1999

36. Calculating minimum required distributions for children of deceased IRA owner

    By Guest jusducki, September 20, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mary Kay Foss
    • September 20, 2003

37. Roth distributions and state taxes

    By Guest jbc@edj, September 5, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 20, 2001

38. New Roth IRA

    By Guest ironworm, April 27, 2010
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 6, 2011

39. IRA as qualified trust for ERISA Plans at death

    By Guest sijs807, October 21, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 21, 1999

40. Correcting Excess Roth Contribution

    By Guest cmoczy, March 28, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2006

41. Questions so basic, I embarrass myself!

    By Guest Jennifer, January 14, 2001
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 15, 2001

42. Rules on Trusts as Beneficiaries

    By Tinman, April 4, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 7, 2007

43. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

    • ira
    • prohibited transactions
    • 8 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • January 30, 2018

44. Roth IRA Distribution

    By Guest BSR, July 19, 2001
    • 3 replies
    • 1.6k views
    • 
    • txdd
    • July 27, 2001

45. Mininum contributions to new Roth IRA's.

    By Guest Ruth Ayres, October 17, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • October 18, 2000

46. Choosing among Vanguard funds

    By Guest Wedge1, January 10, 2007
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 14, 2007

47. Roth IRA Eligibility

    By CLE401kGuy, October 14, 2013
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 14, 2013

48. Questions about IRA conversion and 401K rollover

    By Guest JoeMac, March 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2000

49. IRA Bypass Distributions

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

50. Failed Roth conversion subject to penalty???

    By Guest Paul Leslie, November 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2000