IRAs and Roth IRAs

3,118 topics in this forum

1. Roth contribution

   By Guest mata27, June 4, 2004
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • June 4, 2004

2. Roth IRA and Tax

   By Guest Gina, March 18, 2006
   • 2 replies
   • 1.3k views
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   • Guest
   • March 19, 2006

3. Roth recharacertization followed by another conversion & caretaker error

   By Guest rrmiller, February 13, 2009
   • 2 replies
   • 1.1k views
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   • Guest
   • February 13, 2009

4. Roth right for me?

   By Guest Boris, April 14, 2006
   • 2 replies
   • 1.3k views
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   • Guest
   • April 17, 2006

5. Qualified plan rollover to Roth IRA in 2010 (*NOT a conversion question)

   By Guest PiggyBank, December 13, 2010
   • 2 replies
   • 865 views
   • 
   • Guest
   • December 13, 2010

6. I'm 18 and wanting to learn a lot about saving for retirement

   By Run4life, July 26, 2020
   • 2 replies
   • 746 views
   • 
   • Patricia Neal Jensen
   • July 27, 2020

7. Use of Individual Retirement Account as Collateral -- OK in Florida?

   By Guest lifeweb, July 26, 1999
   • 2 replies
   • 3k views
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   • Dave Baker
   • July 27, 1999

8. 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
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   • Lou S.
   • June 19, 2024

9. 72t election stopped in error

   By Guest nlmc18, May 7, 2004
   • 2 replies
   • 1.9k views
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   • Mary Kay Foss
   • May 13, 2004

10. Recharacterize? If after converting can I revalue my portfolio for ta

    By Guest brbrick, January 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 9, 1999

11. IRA Owning An FSC

    By Guest P A Weick, July 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

12. Limit on contribution with both Roth IRA and 401K?

    By Guest Jim Bauman, April 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 2000

13. Saver's credit AGI ; Rollover included?

    By Guest jd175, November 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 2002

14. Nondeductable Roth IRA Contributions

    By Guest JPB1, April 15, 2004
    • 2 replies
    • 1k views
    • 
    • John G
    • April 16, 2004

15. Roth IRA for a Minor

    By Guest dells, January 4, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 12, 1999

16. Roth conversion confusion

    By John G, April 18, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 18, 2000

17. roth ira versus 401k (w/out matching $)

    By Guest flipwood, September 5, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 24, 2000

18. Roth IRA "Fees"

    By Guest dvmarie, August 31, 2002
    • 2 replies
    • 2k views
    • 
    • John G
    • September 1, 2002

19. Custodial Error: Calling a RIRA a TIRA

    By Guest reg_h2b, January 15, 2003
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 16, 2003

20. Trust as beneficiary of IRA.

    By Guest PIDGE, March 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 21, 2003

21. roth ira for non-working spouse

    By Guest lloydo, April 23, 2000
    • 2 replies
    • 1.7k views
    • 
    • John G
    • April 23, 2000

22. Can I change My ROTH IRA???

    By Guest Navyboy Leo, June 30, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • July 1, 2002

23. Can I rollover a non-qualified annuity to an IRA?

    By Guest jeremiahtu, February 3, 2007
    • 2 replies
    • 14.1k views
    • 
    • Bird
    • February 6, 2007

24. IRS Announces IRA and Pension Plan Limits

    By Appleby, October 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • October 19, 2012

25. Cashing Out On Roth Ira

    By Guest TAM302, March 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • March 4, 2003

26. contribute to both traditional and Roth IRA?

    By Guest saleh, January 9, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 9, 2007

27. Rollover IRA

    By Guest Gracey, November 7, 2013
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • November 7, 2013

28. Partial Conversions

    By John G, August 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • August 11, 1999

29. Roth IRA as trustee

    By Guest sbyrne8, July 1, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • July 3, 2002

30. Should I invest in a Roth IRA or something else with money from an inheiratance?

    By Guest chrisjns, October 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • October 19, 2004

31. Limitations on types of funds eligible for conversion to Roth

    By Guest tarhealer, March 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 28, 2001

32. Penalty Tax on Pre 59.5 Withdrawal of Rolled A-Tax Contributions

    By Jon Chambers, February 7, 2002
    • 2 replies
    • 2k views
    • 
    • Jon Chambers
    • February 7, 2002

33. Spousal IRA contribution for person "not covered" by a retirement plan

    By Guest garymc, January 22, 2004
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • January 25, 2004

34. partial ROTH recharacterization

    By Guest gw55, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 24, 2004

35. Roth Question

    By bzorc, April 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 7, 2014

36. Termination of SIMPLE IRA

    By Guest Christine, August 13, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 1999

37. Taxing of an IRA-Roth conversion

    By Michael Devault, May 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2000

38. Actual income vs. 1998-2001 Roth Conversion Income

    By Guest John Blake, September 28, 2000
    • 2 replies
    • 2k views
    • 
    • John G
    • October 1, 2000

39. IRA Contributions from Buy-Out Funds

    By Guest Pickles, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • February 27, 2004

40. Substantially Equal Payments from an IRA

    By bzorc, May 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • May 3, 2000

41. What is the difference between a class A share Roth IRA and a class B share Roth IRA?

    By Guest gary6684, April 8, 2005
    • 2 replies
    • 5.6k views
    • 
    • John G
    • April 8, 2005

42. overseas income

    By Guest okanemochi, July 21, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 22, 2002

43. Brokerage account for Roth IRA with $1,500 contribution?

    By Guest moosegirl, March 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • March 27, 2004

44. PPA Language Mandated Yet?

    By Guest IraSue, November 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2007

45. RMD After Death

    By Guest Ajay, September 16, 2005
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • September 16, 2005

46. IRA Withdrawal

    By Guest carolinawind, July 25, 2005
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • July 26, 2005

47. Possible PT - Investment Advisory Fee

    By Guest MLG, July 31, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 1, 2012

48. Qualified Plan Rollover to IRA, Change to ROTH, Asset Protection?

    By JKY, October 24, 2014   

    • IRA
    • Roth Conversion
    • (and 2 more)

      Tagged with:

      • IRA
      • Roth Conversion
      • Qualified Plan
      • Asset Protection
    • 2 replies
    • 1.9k views
    • 
    • card
    • March 24, 2018

49. Trust as beneficiary

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

50. Question on Income Limits

    By Guest Emom4321, August 22, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 26, 2005