IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA early withdrawal

   By Guest Kenneth88, December 1, 2003
   • 1 reply
   • 4.9k views
   • 
   • mbozek
   • December 1, 2003

2. Has my Financial Planner screwed me? I exceeded the AGI!

   By Guest tpainton, November 29, 2003
   • 6 replies
   • 2.4k views
   • 
   • mbozek
   • December 1, 2003

3. 72(t) Software

   By Guest Cindyd, December 1, 2003
   • 1 reply
   • 1.9k views
   • 
   • Appleby
   • December 1, 2003

4. Can Roth IRA conversions be withdrawn in less than 5 years if you are over 59.5?

   By Guest rkal66, November 25, 2003
   • 3 replies
   • 2.3k views
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   • Appleby
   • November 30, 2003

5. American living abroad. What part of my savings is eligable for a Roth and can my wife start a Roth?

   By Guest brapa, November 25, 2003
   • 0 replies
   • 1.3k views
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   • Guest
   • November 25, 2003

6. Under 59 1/2, take out money from Roth Ira below level I paid taxes on?

   By Guest Barbaraira, November 23, 2003
   • 2 replies
   • 2k views
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   • Appleby
   • November 25, 2003

7. 401K rollover to IRA and conversion to Roth

   By Guest nukejohn, November 23, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • November 23, 2003

8. Employer contributed Roth IRA?

   By Guest Mimi, November 20, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • November 21, 2003

9. Holding your own Roth IRA

   By dh003i, November 14, 2003
   • 1 reply
   • 1k views
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   • Appleby
   • November 21, 2003

10. Can you rechar Trad IRA contribution into SIMPLE IRA?(Trad contrib made in 2003; rechar to take place b4 yr end....

    By Guest amfam2, November 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • November 21, 2003

11. Roth IRA Contributions Over Age 60

    By Guest browningdp, November 20, 2003
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • November 21, 2003

12. Restrictions on number of IRA's?

    By Guest diss25, November 19, 2003
    • 4 replies
    • 1k views
    • 
    • John G
    • November 19, 2003

13. Is anyone invested in VANGUARD - Roth IRA

    By Guest BigBoi1881, November 18, 2003
    • 5 replies
    • 2.5k views
    • 
    • dh003i
    • November 19, 2003

14. Need some info on Roth IRA for my 77 yr old mom

    By Guest tmm58, November 19, 2003
    • 1 reply
    • 947 views
    • 
    • John G
    • November 19, 2003

15. All questions and no answers at the moment...

    By Guest 007webgod, November 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • John G
    • November 18, 2003

16. Can I contribute to SEP and IMMEDIATELY roll it over to Roth?

    By Guest mku, November 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 17, 2003

17. 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

18. January 31 RMD reporting requirement (& 2003 5498)

    By Guest RJM, November 7, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • November 14, 2003

19. qualified plan to IRA: only transferring the after-tax contributions

    By Guest ashore, November 11, 2003
    • 9 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • November 14, 2003

20. Roth IRA Proceeds

    By Guest Stiggy, October 28, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2003

21. Correction of excess contribution w/o paying 6% penalty?

    By Guest amfam2, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 2003

22. Can I put stock in an IRA that is not actively traded?

    By Guest SOSBORNIV, November 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 11, 2003

23. Transfer from Traditional IRA to Roth IRA and any limitation.

    By Guest cameo, November 8, 2003
    • 6 replies
    • 1.6k views
    • 
    • John G
    • November 11, 2003

24. Closing an IRA or Roth IRA 1-3 years after opening the account to buy a first house.

    By Guest ginarose4, November 10, 2003
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • November 10, 2003

25. Tax penalties for Roth IRA's

    By Guest jajaboo, November 6, 2003
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • November 8, 2003

26. Can Non-qualified annuity be "rolled over" to a traditional IRA?

    By Guest ashore, November 6, 2003
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • November 6, 2003

27. Systematic payments--W-4P

    By Felicia, October 30, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2003

28. Estate as IRA Beneficiary

    By Guest JROSSITTER, October 24, 2003
    • 10 replies
    • 5.7k views
    • 
    • mbozek
    • October 31, 2003

29. Return of IRA distribution within 60 days

    By bzorc, October 28, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 28, 2003

30. IRA transfer / rollover?

    By Guest Carl C, October 22, 2003
    • 7 replies
    • 3.8k views
    • 
    • Appleby
    • October 24, 2003

31. Can I roll my Personal Pension Scheme from the UK into a US IRA?

    By Guest ssalis, October 22, 2003
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • October 22, 2003

32. commision on sale of real estate to IRA

    By Guest sheadan, October 21, 2003
    • 0 replies
    • 894 views
    • 
    • Guest
    • October 21, 2003

33. Can I roll one Roth account into another Roth?

    By Guest mslish, October 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2003

34. conflicting performances on mutual funds

    By Guest scotty69, October 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • John G
    • October 19, 2003

35. Transfer of decedent IRA from one plan to another. Which plan document controls?

    By jevd, October 15, 2003
    • 7 replies
    • 2.1k views
    • 
    • jevd
    • October 17, 2003

36. comparison of ira

    By Guest scotty69, October 15, 2003
    • 2 replies
    • 958 views
    • 
    • John G
    • October 17, 2003

37. Recharicature of 1998 Roth in 2002

    By Guest billlehnertz, October 13, 2003
    • 2 replies
    • 1k views
    • 
    • Appleby
    • October 13, 2003

38. Purchaing real estate inside an IRA

    By Archimage, October 2, 2003
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • October 3, 2003

39. Getting an IRA back from a state's Office of Unclaimed or Abandoned Property

    By Guest frisk455, September 23, 2003
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2003

40. Lost my job; can I get money out of my Roth IRA due to hardship?

    By Guest patman, October 1, 2003
    • 2 replies
    • 3.1k views
    • 
    • mbozek
    • October 2, 2003

41. Partial conversion of SEP to Roth - what amount can I convert without paying taxes?

    By Guest ac_onion, October 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 2, 2003

42. I added $20 extra to last year's Roth IRA contribution (2002) that I now <br>need to push onto this year's contribution (2003)

    By Guest jmaland, September 25, 2003
    • 1 reply
    • 2k views
    • 
    • Appleby
    • September 25, 2003

43. Can my 17 year-old-son have an IRA?

    By Guest benzgyrl94, September 20, 2003
    • 1 reply
    • 2.3k views
    • 
    • John G
    • September 21, 2003

44. 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

45. OK to designate trustee of my Will as IRA's Beneficiary

    By jane123, September 19, 2003
    • 2 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 19, 2003

46. Roth IRA contributions

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

47. income tax credit

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

48. RMD after RBD and after death

    By Guest Jeanne, August 14, 2003
    • 13 replies
    • 9.9k views
    • 
    • Mary Kay Foss
    • September 13, 2003

49. Open IRA in decedent's name...

    By chris, March 10, 2003
    • 19 replies
    • 4.8k views
    • 
    • jevd
    • September 12, 2003

50. Off topic - September 11

    By John G, September 12, 2003
    • 0 replies
    • 1.7k views
    • 
    • John G
    • September 12, 2003