IRAs and Roth IRAs

3,120 topics in this forum

1. Excess ROTH Contributions Calculating Gain

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

2. Roth Conversion

   By Yesnam, March 9, 2011
   • 2 replies
   • 1.2k views
   • 
   • Yesnam
   • March 10, 2011

3. Undoing Roth Conversion-Partial Reversal?

   By Guest SLUSTIG, December 10, 1998
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • December 16, 1998

4. Do I pay Income TAX on Capital Gains/Dividens etc. made in a ROTH?

   By Guest Bernard, June 5, 1999
   • 2 replies
   • 1.5k views
   • 
   • John G
   • June 7, 1999

5. Transfer variable annuity to Roth IRA?

   By Guest vic7, January 17, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 17, 2002

6. Roth IRA CD's

   By Guest Rick2542, December 5, 2006
   • 2 replies
   • 1.4k views
   • 
   • John G
   • December 5, 2006

7. Rollover Simple IRA into Employer plan

   By tsrl01, November 11, 2020
   • 2 replies
   • 664 views
   • 
   • tsrl01
   • November 12, 2020

8. Last Day to Fund a ROTH IRA

   By Guest bryanbloom, December 31, 2001
   • 2 replies
   • 1.6k views
   • 
   • JAMES PATRICK
   • December 31, 2001

9. Getting real estate out of an IRA

   By bdeancpa, August 16, 2005
   • 2 replies
   • 1.3k views
   • 
   • John G
   • August 18, 2005

10. Trust is beneficiary??????

    By Guest AFRICA6796, December 31, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 31, 2001

11. Can Tax Return Be Amended if in first 4 yrs. have large cap. gain?

    By Guest SoDarnGoodLooking, December 16, 1998
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 18, 1998

12. Recharacterization due to loss

    By Guest dhoff, June 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • June 10, 1999

13. Continue to invest in Roth IRA or contribute to new 401-k?

    By Guest langer, August 30, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 4, 2000

14. Define "first home"

    By Guest Advncedtek, June 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 11, 1999

15. Can a non-spouse beneficiary "un-do" a distribution made out

    By Guest J. Russell Armstrong, November 18, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 19, 2000

16. roth ira withdrawal

    By Guest gormaly, October 8, 2002
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • October 18, 2002

17. Roth and Substantially Equal Payments

    By Guest LB, December 18, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 19, 1998

18. Do I have additional time under final regs to convert from IRA to Roth

    By Guest breezer, June 11, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • June 11, 1999

19. Roth Icome limits

    By Guest paulsan, April 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 28, 2002

20. Taxes on Roth Withdrawal.

    By Guest jgs123, December 11, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2000

21. Roth IRA contribution deadline

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

22. Traditional IRA vs Roth IRA

    By Guest Arthur Miranda, October 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 2001

23. Must Court/Judge Approve Divorce Decree?

    By jane123, August 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • jane123
    • August 7, 2003

24. where do i open a roth ira?

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

25. IRS Notice 2008-30

    By Guest proyce, June 16, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2008

26. Non-US citizen -- IRA rollover permitted?

    By katieinny, September 4, 2018   

    • no longer living in us.
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • September 11, 2018

27. Getting married and increasing income - Roth?

    By Guest britishrn, June 2, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 1999

28. Actual Advise on Roth vs. Traditional

    By Guest Birdman33, February 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 28, 2003

29. Recharacterize Converted Traditional IRA

    By bzorc, March 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • March 19, 2012

30. can a 1yr old with income have a roth?

    By Guest jrysavy, January 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • John G
    • January 7, 2002

31. Direct Transfer from Qualified Plan to IRA in Error

    By Guest andyr, June 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2005

32. Roth IRA

    By Guest gonug, January 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Don Levit
    • January 13, 2003

33. Newbie needs help on 401K, Roth IRA and IRAs

    By Guest kmg30, February 16, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 17, 2006

34. Purchasing Pre-IPO Stock using Roth IRA

    By Guest rrpatel, May 11, 2007
    • 2 replies
    • 4.4k views
    • 
    • John G
    • May 13, 2007

35. RMD and Roth Conversion

    By BruceM, December 23, 2025
    • 2 replies
    • 277 views
    • 
    • Appleby
    • December 29, 2025

36. RMD calulator for IRA

    By Guest jusducki, March 24, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • March 28, 2004

37. Hidden differences MF co vs. brokerage

    By Guest vvk, January 4, 2007
    • 2 replies
    • 2.1k views
    • 
    • John G
    • January 5, 2007

38. What is MAGI? (not the 3 kings?)

    By Guest Sheila, December 12, 1998
    • 2 replies
    • 1.3k views
    • 
    • Kathy
    • December 22, 1998

39. Investing in IRA . . .

    By Guest Arthur Miranda, October 29, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 30, 2001

40. 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

41. ROTH FOR 70 1/2 OVER 100K

    By Guest Fortemps, December 11, 1998
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 23, 1998

42. Provider problems?

    By Guest travler, April 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 7, 2002

43. IRA rollover?

    By Guest jcrum00, February 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2004

44. Foreign Tax Withholding On Ira Investments

    By Guest Shelton, September 13, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • September 14, 2001

45. RothIRA eligibility

    By Guest yelena, April 29, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2005

46. IRS fee to approve a non-bank trustee

    By Guest Grumpy455, August 17, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 18, 2005

47. 4 Year Averaging

    By Guest artfrei, February 11, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 12, 2003

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

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

49. Beneficiary Portability Chart

    By Appleby, December 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • January 6, 2011

50. Do profits from stocks count as income.

    By Guest, March 29, 2000
    • 2 replies
    • 2.1k views
    • 
    • John G
    • March 30, 2000