IRAs and Roth IRAs

3,118 topics in this forum

1. Stocks to IRA

   By Guest ucirsharma@yahoo.com, September 23, 2007
   • 11 replies
   • 2k views
   • 
   • jpod
   • October 8, 2007

2. Am I the owner/beneficiary?

   By Guest Alice, May 24, 2002
   • 11 replies
   • 2.3k views
   • 
   • John G
   • July 1, 2002

3. IRA annuity and IRA account and RMD

   By Guest CJA, May 29, 2008
   • 11 replies
   • 10.2k views
   • 
   • masteff
   • June 19, 2014

4. Age 75 IRA owner named estate as beneficiary, is there a way his wife can roll it to her IRA?

   By RayJJohnsonJr, September 15, 2021
   • 11 replies
   • 1.2k views
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   • RayJJohnsonJr
   • September 18, 2021

5. I'm 32 and I want a Million

   By Guest nicki, September 4, 2001
   • 11 replies
   • 2.4k views
   • 
   • John G
   • September 5, 2001

6. Does a spouse have legal basis to challenge non-spouse beneficiary on IRA?

   By Saddaughter, October 17, 2019
   • 11 replies
   • 6.9k views
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   • Saddaughter
   • October 22, 2019

7. What are Kids eligibility for ROTH IRA?

   By Guest gchung, July 10, 2002
   • 11 replies
   • 3.4k views
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   • Guest
   • July 22, 2002

8. Roth IRA - late conversion -Jan instead of Dec - broker error

   By Guest Beverly Grossman, February 6, 2001
   • 11 replies
   • 3.2k views
   • 
   • John G
   • May 8, 2003

9. Cashing in part of a Roth IRA

   By Guest nchunter, October 27, 2006
   • 11 replies
   • 2.8k views
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   • Guest
   • November 14, 2006

10. Strechout IRA: Recent PLR?

    By Guest reg_h2b, December 27, 2000
    • 11 replies
    • 2.5k views
    • 
    • Guest
    • January 4, 2001

11. Can I have two IRA's? One of each type?

    By Guest PhilGeo222, March 8, 1999
    • 11 replies
    • 3.3k views
    • 
    • John G
    • April 6, 1999

12. Grandchildren as IRA beneficiaries - convert to Roth?

    By Guest MountainMan, October 31, 2006
    • 11 replies
    • 5.3k views
    • 
    • John G
    • March 5, 2007

13. 5 Year Roth Rules

    By Guest Paladin, December 17, 2005
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • December 29, 2005

14. Estate as IRA Beneficiary

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

15. Roth conversion please help me?thx

    By Guest rothnoob, January 10, 2005
    • 10 replies
    • 2.3k views
    • 
    • John G
    • January 28, 2005

16. Qualified Charitable Distributions extended to 12/31/09

    By jevd, October 2, 2008
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • October 6, 2008

17. How to start IRA

    By Guest bjs2025, February 7, 2011
    • 10 replies
    • 2.1k views
    • 
    • John G
    • March 29, 2011

18. Roth already started, now make too much; What to do?

    By Guest nichoju80, March 19, 2008
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • March 24, 2008

19. POA - original vs copy

    By masteff, April 1, 2011
    • 10 replies
    • 5.5k views
    • 
    • K2retire
    • April 23, 2011

20. IRA, RMD - account valuation

    By t.haley, November 28, 2012
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • January 4, 2013

21. Basis in Roth IRAS

    By rfahey, February 11, 2014
    • 10 replies
    • 2.2k views
    • 
    • masteff
    • February 12, 2014

22. Traditional IRA Conversion?

    By Guest machIcj, April 28, 2002
    • 10 replies
    • 2.1k views
    • 
    • John G
    • May 2, 2002

23. Roth conversion timetable

    By Guest jhellyar, May 30, 2001
    • 10 replies
    • 2.2k views
    • 
    • John G
    • June 5, 2001

24. ROTH IRA Excess Contributions and Associated Earnings

    By Guest freeness, May 19, 2008
    • 10 replies
    • 3.6k views
    • 
    • Appleby
    • May 21, 2008

25. Roth IRA options for minor with < $1K?

    By Guest displayname, January 4, 2007
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • January 8, 2007

26. Help me start before it's too late!!

    By Guest Jason W Harley, August 8, 2000
    • 10 replies
    • 2.4k views
    • 
    • John G
    • August 29, 2000

27. Value of Roth IRA drops significantly. Income/loss recognition?

    By Guest tmocpa, December 12, 2000
    • 10 replies
    • 2.6k views
    • 
    • John G
    • December 15, 2000

28. buying and selling within Roth IRA

    By Guest rotherford, January 26, 2006
    • 10 replies
    • 28.8k views
    • 
    • John G
    • January 31, 2006

29. IRA Valuation of Bad Investment for RMD

    By Locust, July 24, 2006
    • 10 replies
    • 3.5k views
    • 
    • John G
    • July 27, 2006

30. Roth Ira contributions after withdrawal and collecting for losses

    By Guest gzwick04, December 31, 2003
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 1, 2004

31. Can I take out my Roth IRA contribution, not earnings,without tax or p

    By Guest farmer, December 18, 1998
    • 10 replies
    • 3k views
    • 
    • Kathy
    • January 14, 1999

32. Would Coversion Taxes due be wiped out for Low income people?

    By Guest Mare, February 4, 2007
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2007

33. IRA withdrawal, can I put it back?

    By Guest mark1967, August 7, 2003
    • 10 replies
    • 1.8k views
    • 
    • Appleby
    • August 22, 2003

34. minimum distribution

    By Tom Poje, June 24, 2008
    • 10 replies
    • 2.1k views
    • 
    • jpod
    • June 26, 2008

35. Eligible Rollover Distributions

    By joel, January 14, 2013
    • 10 replies
    • 2.1k views
    • 
    • joel
    • March 27, 2013

36. Self Directed IRA

    By Effen, January 18, 2011
    • 10 replies
    • 2.9k views
    • 
    • QDROphile
    • February 23, 2011

37. Section 72(t) Blues

    By Guest Hickory6, August 13, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2002

38. Please help very confused?

    By Guest gemski, January 23, 2005
    • 10 replies
    • 2k views
    • 
    • GBurns
    • January 27, 2005

39. Donating RMD to a qualified charity

    By katieinny, September 24, 2014   

    • still available for 2014?
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • November 14, 2014

40. Deceased account holder failed to take rmds

    By R. Butler, November 12, 2014
    • 10 replies
    • 5.8k views
    • 
    • GMK
    • November 17, 2014

41. simple ira transfer/rollover

    By Guest sheadan, September 11, 2002
    • 10 replies
    • 2.7k views
    • 
    • pmacduff
    • September 17, 2002

42. spousal roth ira contribution limit

    By Guest leclark, January 13, 2004
    • 10 replies
    • 5.5k views
    • 
    • Appleby
    • March 16, 2004

43. Moving money to another Roth IRA

    By Guest CarKeys, January 5, 2008
    • 10 replies
    • 57.1k views
    • 
    • Guest
    • February 18, 2008

44. IRA eligibility

    By Guest baxterdale, February 14, 2002
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • February 15, 2002

45. Roth in Bypass Trust

    By Guest DAW, October 6, 2004
    • 10 replies
    • 3.4k views
    • 
    • mbozek
    • October 22, 2004

46. Roth IRA contributions withdrawal

    By Guest channel121, September 27, 2005
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • October 11, 2005

47. Five year period

    By joel, September 23, 2021
    • 10 replies
    • 1.7k views
    • 
    • BenefitJack
    • October 17, 2021

48. IRA and no beneficiary

    By benefitsguru, December 16, 2015
    • 10 replies
    • 2.4k views
    • 
    • John G
    • March 25, 2019

49. 16 going on 17: roth IRA?

    By Guest JimmyC, July 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • August 8, 2008

50. IRS claiming rollover as taxable income?

    By justanotheradmin, August 20, 2018   

    • rollover
    • ira
    • 10 replies
    • 1.9k views
    • 
    • Lou S.
    • August 23, 2018