IRAs and Roth IRAs

3,118 topics in this forum

1. Last Day to Fund a ROTH IRA

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

2. Would like to open Roth IRA

   By Guest abozny, March 10, 2002
   • 3 replies
   • 1.6k views
   • 
   • John G
   • March 13, 2002

3. Questions about IRA conversion and 401K rollover

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

4. Roth IRA Beginner: Help!

   By Guest CCCarter, May 25, 1999
   • 4 replies
   • 1.6k views
   • 
   • John G
   • May 25, 1999

5. Real Estate inside an IRA

   By Guest smillard, June 30, 2004
   • 4 replies
   • 1.6k views
   • 
   • mbozek
   • July 1, 2004

6. Roth IRA Eligibility

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

7. Correcting Transfer Directly from 401k to Roth

   By Guest Lyric, March 21, 1999
   • 5 replies
   • 1.6k views
   • 
   • John G
   • April 10, 1999

8. Taxation of Universal Life Insurance - should an ownership change be t

   By Guest Nadine, October 1, 2001
   • 2 replies
   • 1.6k views
   • 
   • Michael Devault
   • October 4, 2001

9. Maximum Roth IRA 2001 contribution?

   By Guest Arlie Jenks, January 4, 2001
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • January 4, 2001

10. Can a non-individual be an owner of a Roth IRA?

    By Guest strav, March 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • John Olsen
    • March 24, 1999

11. prohibited transaction?

    By randagulp, August 6, 2015   

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

12. IRS Releases new LRMs for IRAs

    By Borsley, June 30, 2010
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • December 8, 2010

13. Buy and Sell Stocks in a Roth IRA?

    By Guest pinnacle, June 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • John G
    • June 8, 2005

14. 2011 Income exceeded Roth IRA contribution limits while contributing.

    By Guest Wanttoberichoneday, April 18, 2012
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 19, 2012

15. IRA death distributions

    By Guest Denise Murphy, August 4, 1999
    • 6 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • August 5, 1999

16. Investing Roth IRA Funds

    By Guest Mkjava, November 14, 2007
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • November 14, 2007

17. Rules on Trusts as Beneficiaries

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

18. 401K rollover of "after-tax" contributions, and then convert

    By Guest BigAl, April 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • April 25, 2002

19. IRA w/ estate as bene

    By benefitsguru, June 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • June 5, 2015

20. Do distributions from a Roth IRA count as "tax-exempt interest&qu

    By Guest stevied10, November 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • November 14, 2000

21. Conversions increase AGI? Next 3 years?

    By Guest Sheila, December 11, 1998
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 1998

22. Early Withdrawal Penalty on ROTH Conversion?

    By Guest David Hammond SRS, July 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • July 8, 1999

23. Roth Ira deposits

    By Guest D Boyd, March 7, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2007

24. Withdrawls at Age 70.5

    By Guest PD, May 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 10, 1999

25. Early withdrawl from Roth for down payment on house

    By Guest swing, July 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • papogi
    • July 25, 2007

26. Can I contribute to a Roth Conversion account?

    By Guest bjems, February 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 11, 1999

27. Form 1098-T

    By Guest maxtax, February 6, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2008

28. Converting a 401K Rollover IRA to a Roth IRA

    By Guest kfrank1, December 8, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1998

29. Our family's dairy farm is selling and we'd like to buy a lot and build a house - how do avoid capital gains

    By Dairy Farmer, June 19, 2024
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • June 19, 2024

30. keeping company stock shares when requesting 401(k) distribution

    By Cathy from Chicago, May 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 21, 2001

31. Can I undo a Roth IRA contribution if AGI turns out to exceed the limi

    By Guest bella, January 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • January 5, 2000

32. roth IRA

    By Guest whyme, February 2, 2006
    • 2 replies
    • 1.6k views
    • 
    • John G
    • February 5, 2006

33. Failed Conversion

    By Randy Watson, December 1, 2009
    • 3 replies
    • 1.6k views
    • 
    • jevd
    • December 1, 2009

34. Roth conversion and other tax attributes

    By Guest TJG, December 9, 1998
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 1998

35. post-death IRA required minimum distributions

    By Guest Pat Metallic, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • November 28, 2001

36. Substantially Equal periodic payments

    By Guest Michelle M, October 4, 2002
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • October 17, 2002

37. Roth Ira conversions and state income taxes.

    By Guest Lloyd Espen, December 9, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 1998

38. Quarterly Estimated Payments

    By Guest Jim Brennan, December 7, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 1998

39. FRUSTRATING-help! How about the basics???

    By Guest sarkey, February 22, 2000
    • 8 replies
    • 1.6k views
    • 
    • John G
    • March 6, 2000

40. Roth IRA and living abroad

    By Guest JohnB, August 5, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 5, 2006

41. Tax-free rollover eligibility?

    By Guest e_d_roberts, March 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • John A
    • March 30, 2000

42. Disclaimers and RMD distributions

    By Guest Denise Murphy, September 14, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 1999

43. what is ...

    By Guest dragonfly, April 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • April 9, 2001

44. Nonbank Trustee Approval Process

    By Guest RMM, December 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 8, 2002

45. Spliting a Roth IRA into separate ROTH IRAs by beneficiaries.

    By Guest Rick Holmes, May 4, 2000
    • 3 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • May 12, 2000

46. Choice between taking a distribution from a guar benefit retirement pl

    By Guest dtfoyle, August 20, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 2000

47. Any Forms to IRA for Roth Contribution..

    By Guest ViralShah, February 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

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

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

49. Recharacterization of part of Roth IRA contributions?

    By Guest LaurieP, March 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • March 9, 2000

50. What happens to Roth IRAs after exceeding MAGI limits?

    By Guest dbretzmann, March 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2001