IRAs and Roth IRAs

3,123 topics in this forum

1. Roth Conversion?

   By Guest erniet, July 8, 2003
   • 1 reply
   • 1k views
   • 
   • BPickerCPA
   • July 8, 2003

2. roth 401k rollover

   By Guest LakeRick, July 2, 2003
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • July 2, 2003

3. Qualified Roth IRA Distributions in New York

   By Guest flat-top, June 24, 2003
   • 0 replies
   • 973 views
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   • Guest
   • June 24, 2003

4. Trust as Beneficiary

   By jane123, June 11, 2003
   • 6 replies
   • 2.1k views
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   • Guest
   • June 18, 2003

5. IRA Beneficiaries

   By Guest JBS, June 17, 2003
   • 1 reply
   • 1.1k views
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   • BPickerCPA
   • June 17, 2003

6. Teachers' Deferred Saving Plan to Roth

   By Guest gctatter, June 15, 2003
   • 3 replies
   • 1.4k views
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   • John G
   • June 17, 2003

7. IRA death distributions to trust-beneficiary

   By Guest ERISA_kid, June 12, 2003
   • 2 replies
   • 1.9k views
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   • Appleby
   • June 12, 2003

8. IRA's- Trades too Costly

   By Guest izfrankd, June 9, 2003
   • 3 replies
   • 1.4k views
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   • John G
   • June 10, 2003

9. Distribution and Rollovers

   By Guest mark1967, June 10, 2003
   • 1 reply
   • 1.1k views
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   • Appleby
   • June 10, 2003

10. Can no longer contribute.

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

11. Trust as beneficiary

    By Guest JBS, June 6, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mary Kay Foss
    • June 6, 2003

12. Receive annual reports in Roth IRA?

    By Guest csulb40, June 6, 2003
    • 1 reply
    • 897 views
    • 
    • John G
    • June 6, 2003

13. "Daily Valuation" Defined?

    By Guest Patrick Foley, June 2, 2003
    • 1 reply
    • 2.3k views
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    • Mary Kay Foss
    • June 3, 2003

14. Inheritance of IRA's

    By Guest ilin, May 28, 2003
    • 6 replies
    • 6.5k views
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    • Mary Kay Foss
    • June 3, 2003

15. SEPP RATE Flexibility

    By jane123, May 30, 2003
    • 0 replies
    • 1.6k views
    • 
    • jane123
    • May 30, 2003

16. Contributing to Roth IRA Conversion

    By Guest kblsnbts, May 30, 2003
    • 1 reply
    • 1.7k views
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    • John G
    • May 30, 2003

17. IRA Non-Spouse Beneficiary

    By Guest rfh3, May 26, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 28, 2003

18. Trad. IRA to Roth IRA, then Back to Trad.

    By Guest AJ Milano, May 23, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 23, 2003

19. Roth, LSA and RSA question

    By Guest splash2mel, May 22, 2003
    • 1 reply
    • 1.8k views
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    • MGB
    • May 22, 2003

20. Reporting Roth IRA contributions

    By Guest husstang, May 20, 2003
    • 3 replies
    • 2.6k views
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    • Appleby
    • May 21, 2003

21. Immediate Annuities - IRA's and Form 5498

    By Guest u2achtungbaby, April 29, 2003
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 13, 2003

22. ROTH IRA

    By Guest s_pasemann, May 9, 2003
    • 3 replies
    • 3k views
    • 
    • Guest
    • May 13, 2003

23. Roth IRA - owner consideration

    By Guest jmshultz, May 11, 2003
    • 3 replies
    • 2k views
    • 
    • John G
    • May 13, 2003

24. Real Estate in a Traditional IRA

    By Lori H, May 12, 2003
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • May 12, 2003

25. IRA Distribution

    By Guest peachy, May 10, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 10, 2003

26. Spouse Beneficiary

    By Guest Penny40, May 9, 2003
    • 1 reply
    • 980 views
    • 
    • Appleby
    • May 9, 2003

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

    By Guest Beverly Grossman, February 6, 2001
    • 11 replies
    • 3.4k views
    • 
    • John G
    • May 8, 2003

28. Beneficiary payout

    By Guest tws, May 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 6, 2003

29. Investment Limitations in Roth IRAs

    By Guest jhunter10, April 12, 2003
    • 13 replies
    • 2.7k views
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    • John G
    • May 2, 2003

30. Beneficiary RMD

    By Guest RPSS, April 25, 2003
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • April 30, 2003

31. IRA lawsuit and settlement proceeds

    By Guest ericbr, April 23, 2003
    • 7 replies
    • 8.8k views
    • 
    • Appleby
    • April 30, 2003

32. Roth IRA - Return of Excess Contribution

    By Guest desaimh, April 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 28, 2003

33. Age Limit for IRA Contribution

    By Cathy from Chicago, April 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • April 28, 2003

34. Suze Orman Roth IRA Show Question

    By Guest mark1967, April 23, 2003
    • 6 replies
    • 4k views
    • 
    • Guest
    • April 24, 2003

35. Roth IRA owned C corporations

    By Guest clos, April 24, 2003
    • 1 reply
    • 979 views
    • 
    • Guest
    • April 24, 2003

36. Roth IRA minimum income

    By Guest dfiler, April 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 23, 2003

37. ROTH IRA

    By Guest bubba_46_98, April 15, 2003
    • 1 reply
    • 1k views
    • 
    • John G
    • April 17, 2003

38. "Older" spousal beneficiary IRA options.

    By Guest dory, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • April 16, 2003

39. Traditional IRA & SEP IRA

    By Guest AJ Milano, April 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • April 16, 2003

40. Early withdrawal and qualified distributions

    By Guest cornelio, April 15, 2003
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • April 15, 2003

41. IRA contribution to qualified plan

    By Guest RBeck, April 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 15, 2003

42. Need advise concerning IRA maintenace fees

    By Guest jikk, April 14, 2003
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 15, 2003

43. Do I have to report a roth IRA contribution?

    By Guest iranovice, April 12, 2003
    • 5 replies
    • 2k views
    • 
    • John G
    • April 14, 2003

44. Removing eviscerated Roth IRA excess contribution

    By Guest amcnaughton, April 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 14, 2003

45. Load Versus No Load

    By Guest wobber, April 12, 2003
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 14, 2003

46. UBTI in IRA's

    By Guest cdklotz, April 9, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • April 14, 2003

47. Roth Withdrawal

    By Guest aac0411, April 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 13, 2003

48. roth ira compliance/california

    By Guest Therese James, April 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 13, 2003

49. Roth IRA at a credit union

    By Guest zosoo7, April 8, 2003
    • 1 reply
    • 1.6k views
    • 
    • John G
    • April 10, 2003

50. 72 t and IRS 120% of fed mid term rate

    By Guest DDDlump, April 7, 2003
    • 4 replies
    • 3.8k views
    • 
    • Mike Preston
    • April 8, 2003