IRAs and Roth IRAs

3,120 topics in this forum

1. Final date for establishing a year 2000 Roth IRA?

   By Guest Patrick Spell, December 29, 2000
   • 2 replies
   • 1.6k views
   • 
   • John G
   • December 29, 2000

2. Ira

   By Guest RTURNER, April 10, 2002
   • 4 replies
   • 1.6k views
   • 
   • John G
   • April 10, 2002

3. IRA Contributions 2002

   By Guest MEGary, June 25, 2002
   • 4 replies
   • 1.6k views
   • 
   • BPickerCPA
   • June 28, 2002

4. Early withdrawal from Roth IRA

   By Guest lvdr, February 17, 2006
   • 1 reply
   • 1.6k views
   • 
   • John G
   • February 17, 2006

5. Undoing erroneous withdrawal.

   By Guest anthony devito, October 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • October 13, 2000

6. Roth 401(k)

   By Guest mul, December 29, 2005
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 29, 2005

7. Legal Fees

   By Randy Watson, July 23, 2008
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 24, 2008

8. 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

9. Roth for education

   By Guest jonesey87, September 1, 2002
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • September 5, 2002

10. 401K rollover of "after-tax" contributions, and then convert

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

11. Last Day to Fund a ROTH IRA

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

12. Any Good Mutual Fund Ideas?

    By Guest bigz67, December 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • dh003i
    • December 4, 2003

13. 2011 Income exceeded Roth IRA contribution limits while contributing.

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

14. IRA w/ estate as bene

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

15. Investing Roth IRA Funds

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

16. IRS Releases new LRMs for IRAs

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

17. 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

18. Conversions increase AGI? Next 3 years?

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

19. Would like to open Roth IRA

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

20. Correcting Transfer Directly from 401k to Roth

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

21. Maximum Roth IRA 2001 contribution?

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

22. Can no longer contribute.

    By Guest shirley, June 6, 2003
    • 1 reply
    • 1.6k views
    • 
    • John G
    • June 9, 2003

23. Early Withdrawal Penalty on ROTH Conversion?

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

24. Early withdrawl from Roth for down payment on house

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

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

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

26. Roth Ira conversions and state income taxes.

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

27. 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

28. Real Estate inside an IRA

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

29. Roth Ira deposits

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

30. Taxes/penalties on conversion to Roth

    By Guest Lyric, March 21, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 1999

31. Can I contribute to a Roth Conversion account?

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

32. Buy and Sell Stocks in a Roth IRA?

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

33. IRA death distributions

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

34. IRA Death Benefit

    By Guest Pat Metallic, September 6, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 11, 2006

35. Withdrawls at Age 70.5

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

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

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

37. post-death IRA required minimum distributions

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

38. 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

39. Tax-free rollover eligibility?

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

40. roth IRA

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

41. IRA Decedent named his Living Trust as his beneficiary

    By RayJJohnsonJr, September 19, 2016
    • 4 replies
    • 1.6k views
    • 
    • RayJJohnsonJr
    • September 20, 2016

42. Failed Conversion

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

43. Roth conversion and other tax attributes

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

44. Calculating the RMD if passing happens before RBD and 70.5

    By Guest Bennefitsforall, May 8, 2010
    • 1 reply
    • 1.6k views
    • 
    • basumukherji
    • May 16, 2010

45. Form 1098-T

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

46. Substantially Equal periodic payments

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

47. Can I change My ROTH IRA???

    By Guest Navyboy Leo, June 30, 2002
    • 2 replies
    • 1.6k views
    • 
    • John G
    • July 1, 2002

48. Roth IRA income limitations for 2002

    By Guest Jules, January 30, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 31, 2002

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

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

50. 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