IRAs and Roth IRAs

3,118 topics in this forum

1. Combining Roth IRAs

   By Guest Keith Woods, May 19, 1999
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 20, 1999

2. Many Roth Questions

   By Guest Doc42, September 14, 2005
   • 3 replies
   • 1.6k views
   • 
   • John G
   • September 16, 2005

3. IRA Prohibited Transaction Reporting

   By Flyboyjohn, January 29, 2018   

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

4. Roth IRA income limitations for 2002

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

5. Roth IRAs Hardship rule for withdrawing contributions

   By Guest creech2000, January 25, 2001
   • 3 replies
   • 1.6k views
   • 
   • BPickerCPA
   • January 28, 2001

6. roth ira basis question

   By Guest dap, April 4, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 6, 1999

7. Is nondeductible IRA conversion to Roth IRA taxable?

   By Guest maryu, October 22, 2002
   • 4 replies
   • 1.6k views
   • 
   • John G
   • October 25, 2002

8. excess contributions into a Roth IRA - do you have to take them out in

   By Guest Erwin G, December 12, 2000
   • 4 replies
   • 1.6k views
   • 
   • BPickerCPA
   • December 14, 2000

9. Rollover/Trad IRA - qualified plan participant loan

   By Guest Moira, August 23, 2006
   • 2 replies
   • 1.6k views
   • 
   • jevd
   • August 23, 2006

10. USing ROTH IRA for home buying?

    By Guest gandhimn, January 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • JAMES PATRICK
    • January 12, 2001

11. Can you open a Roth IRA if you've another IRA already?

    By Guest krothwolff, December 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • December 28, 2000

12. IRA contribution reduces MAGI?

    By Guest Rolfe, December 11, 1998
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • December 11, 1998

13. IRA Death Benefit

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

14. HELP! ROTH IRA INVALID FOR NOT FILING TAXES?

    By Guest Christie L, March 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • JAMES PATRICK
    • April 2, 2001

15. Roth IRA conversion and state taxes

    By Guest Russ, February 14, 1999
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 15, 1999

16. Implicatons of changing investments

    By Guest John Neipert, January 18, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2001

17. How to obtain Estate Tax exclusion for Roth IRA resources using "

    By Guest cunz28, May 24, 2001
    • 5 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • May 27, 2001

18. Reconversion

    By Guest AMAN, August 17, 1999
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • August 23, 1999

19. "First House" Roth withdrawal

    By Guest collegegirl, July 31, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • August 1, 2006

20. RMD for IRA Inherited from Father

    By jkharvey, November 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • November 30, 2001

21. IRA Mandatory Distribution

    By Guest TAG, March 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • April 1, 2000

22. Inherited IRAs

    By Guest msprice, November 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2006

23. Searching for an IRA service provider.... do you know of one?

    By Guest amfam2, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 7, 2001

24. first time home buyer with roth ira question.

    By Guest Roger Rivet, February 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

25. Self-Directed Roth IRA Valuation

    By Guest walter3ca, January 12, 2009
    • 1 reply
    • 1.6k views
    • 
    • John G
    • January 13, 2009

26. Roth Losses: Dual Basis (for AMT) & misc. itemized deduction

    By Guest Richard Plant, March 5, 2002
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 6, 2002

27. IRS fee to approve a non-bank trustee

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

28. IRA Decedent named his Living Trust as his beneficiary

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

29. Duty to diversify investments in a self-directed IRA?

    By Guest ERISA_kid, December 2, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • December 4, 2003

30. Contributed $2K to Roth IRA, Now AGI over $160

    By Guest ml, December 25, 1998
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • December 25, 1998

31. Trust as beneficiary or is it the Trustee

    By Guest Shelton, March 7, 2002
    • 5 replies
    • 1.6k views
    • 
    • Alan Simpson
    • March 7, 2002

32. Roth Recharacterization Question.

    By Guest Mike C, July 31, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 4, 1999

33. IRA to ROTH rollover confusion from what I've read.

    By Guest erickbe, May 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • May 31, 2000

34. Again, Inherited IRA Question

    By Guest IraSue, February 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • February 20, 2004

35. California non-conformance

    By Guest bandorp, January 8, 2002
    • 6 replies
    • 1.6k views
    • 
    • BPickerCPA
    • January 10, 2002

36. 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

37. Advice for Vanguard Funds

    By Guest northshore, January 25, 2012
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 26, 2012

38. Transfer After-Tax Retirement Funds to Roth?

    By Guest Bill Buschmeier, February 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 1, 2000

39. IRA rollover into 401k plan - converting to Roth

    By Santo Gold, January 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • January 13, 2011

40. Payroll Deduction Progams for IRA's

    By Guest mmacer, March 1, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • March 3, 2002

41. Roth Conversion Question

    By bzorc, October 20, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 20, 2010

42. Roth IRA - What happens if I start making more than $109,999 a year

    By Guest ENDER, February 5, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2005

43. Taxes/penalties on conversion to Roth

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

44. Education IRA contribution last day(age 18)

    By Guest AFRICA6796, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 13, 2001

45. Inherited IRA

    By Guest colinm, October 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 12, 2001

46. Minimum age to contribute to Roth IRA

    By Guest kureyw, October 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • John G
    • October 11, 1999

47. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 5, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 5, 2001

48. withdrawing from ira account

    By Guest fruski, February 27, 2003
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • March 6, 2003

49. Recharacterized more than contribution amount from Roth to Traditional IRA

    By steve-o, May 8, 2013
    • 4 replies
    • 1.6k views
    • 
    • steve-o
    • June 12, 2013

50. are two conversions per year allowed?

    By Guest judorock, February 18, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 18, 2002