IRAs and Roth IRAs

3,120 topics in this forum

1. is there a penalty for touching roth ira contributions.

   By Guest ari, August 24, 2001
   • 3 replies
   • 1.5k views
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   • John G
   • September 2, 2001

2. Is there another form to fill out along with the 1099-R ?

   By Guest KirkD., February 12, 2001
   • 6 replies
   • 1.7k views
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   • Appleby
   • February 14, 2001

3. Is there any problems/catches with Multiple accounts??

   By Guest JaykeSnake, February 18, 2002
   • 1 reply
   • 1.3k views
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   • Guest
   • February 19, 2002

4. Is there any solution to returning a transfer made from IRA back to my Roth IRA ?

   By Guest tc1811, April 18, 2005
   • 6 replies
   • 1.3k views
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   • Guest
   • April 29, 2005

5. Is this a permitted IRA investment?

   By Guest landgcpas, November 13, 2001
   • 3 replies
   • 1.5k views
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   • John G
   • November 14, 2001

6. is this worth it?

   By Guest quaspro, April 7, 2004
   • 8 replies
   • 1.5k views
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   • Guest
   • April 9, 2004

7. January 31 RMD reporting requirement (& 2003 5498)

   By Guest RJM, November 7, 2003
   • 3 replies
   • 1.5k views
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   • Appleby
   • November 14, 2003

8. JP13's question on 401(k) and Roth IRA

   By papogi, July 31, 2002
   • 1 reply
   • 1.2k views
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   • BPickerCPA
   • July 31, 2002

9. June 1 IRS MRD Meeting

   By Guest reg_h2b, June 7, 2001
   • 3 replies
   • 1.9k views
   • 
   • BPickerCPA
   • June 8, 2001

10. Just a few questions before I enter into a Roth IRA (confussion)

    By Guest mds3673, April 2, 2002
    • 1 reply
    • 1.3k views
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    • John G
    • April 2, 2002

11. Just discovered 1998 Roth conversion was not completed.

    By Guest Steve Palmer, March 13, 2000
    • 1 reply
    • 1.2k views
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    • John G
    • March 14, 2000

12. Just gettin started

    By Guest Crysscl10, December 22, 2001
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • December 22, 2001

13. Just getting a new Roth and need help

    By Guest lars, January 11, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • January 11, 1999

14. Just getting started (Moved post)

    By Guest kathye, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 23, 2004

15. Just opened a Roth IRA at Fidelity...

    By Guest Adrienne M, August 3, 2006
    • 2 replies
    • 4.8k views
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    • John G
    • August 8, 2006

16. Just starting out and considering Roth IRAs

    By Guest jaeyoung, April 4, 2006
    • 3 replies
    • 1.6k views
    • 
    • John G
    • April 6, 2006

17. K-1 in IRA

    By Guest chick, March 20, 2009
    • 1 reply
    • 3k views
    • 
    • Guest
    • March 21, 2009

18. keeping company stock shares when requesting 401(k) distribution

    By Cathy from Chicago, May 12, 2001
    • 4 replies
    • 1.6k views
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    • Guest
    • May 21, 2001

19. Keough 2002 changes

    By Guest JasonMC, March 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 1, 2002

20. Laid off - planning on coverting 401K to IRA to Roth, have questions o

    By Guest xxpaulcpxx, April 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 29, 2001

21. LAID OFF - ROLL 401K TO ROTH IRA?

    By Guest DNAP, May 8, 2008
    • 2 replies
    • 2.3k views
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    • PensionPro
    • May 24, 2008

22. Laid Off- Want to Roll over to Self direct IRA or Roth. Which is BETTER?

    By Guest cliff47, December 14, 2003
    • 2 replies
    • 2k views
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    • Mary Kay Foss
    • December 22, 2003

23. LAID OFF--need 401K to IRA advice!!

    By Guest cviars, May 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2001

24. Land Purchases

    By Jilliandiz, June 26, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 26, 2006

25. large ira conversion-substantailly equal periodic payments started

    By Guest jconley, December 7, 1999
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 8, 1999

26. Last Day to Fund a ROTH IRA

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

27. Last year's excess Roth contribution for the year before

    By Guest MikeInMass, April 10, 2009
    • 0 replies
    • 979 views
    • 
    • Guest
    • April 10, 2009

28. late minimum required distributions

    By Guest JBeck, May 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 11, 2004

29. Late Recharacterization from Roth IRA to Regular IRA

    By Guest memarama76, December 19, 2005
    • 4 replies
    • 1.5k views
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    • John G
    • December 23, 2005

30. Late transfer.

    By Guest Wiggins, September 12, 2004
    • 4 replies
    • 1.2k views
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    • Appleby
    • September 14, 2004

31. Later Retirement and RMD's

    By Guest David Hammond CISP, December 13, 2002
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • December 19, 2002

32. Legal Fees

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

33. Legal fees from an IRA

    By Guest ladycpa, December 3, 2002
    • 5 replies
    • 4.8k views
    • 
    • mbozek
    • December 4, 2002

34. levy of a roth

    By Guest vet, July 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • July 29, 2004

35. Life ins contract in IRA

    By Moe Howard, December 8, 2006
    • 5 replies
    • 1.5k views
    • 
    • Bill Presson
    • December 10, 2006

36. Life Insurance money- Is a Roth a good investment for this money?

    By Guest connfamily, August 13, 2004
    • 5 replies
    • 2.4k views
    • 
    • JAMES PATRICK
    • August 22, 2004

37. Life Insurance Permissible IRA Investment?

    By JWK, January 19, 2000
    • 4 replies
    • 2.7k views
    • 
    • JWK
    • January 20, 2000

38. 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

39. Limitations on Distributions from IRA

    By Guest SBlack, March 6, 2001
    • 4 replies
    • 1.7k views
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    • Appleby
    • March 9, 2001

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

    By Guest tarhealer, March 27, 2001
    • 2 replies
    • 1.5k views
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    • BPickerCPA
    • March 28, 2001

41. limits when combined adjusted income is between 150K and 160K

    By Guest lancer, August 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2004

42. Link to full text of final Roth IRA regulations issued by IRS 2/4/99

    By Dave Baker, February 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • February 4, 1999

43. Living Trust vs. Children as Roth IRA Beneficiary

    By Guest Jim Collins, May 13, 2001
    • 5 replies
    • 4.4k views
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    • Bruce Steiner
    • May 15, 2001

44. Load Versus No Load

    By Guest wobber, April 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 14, 2003

45. Loans as an investment in a IRA

    By Guest SPollock, May 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 1999

46. Loans from IRAs

    By Archimage, August 29, 2005
    • 2 replies
    • 1.3k views
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    • Appleby
    • September 6, 2005

47. Long Term Care IRA withdrawal

    By Guest cjjaml2, August 1, 2005
    • 2 replies
    • 2k views
    • 
    • Appleby
    • August 14, 2005

48. Looking for advice on whether to rollover a large IRA to Roth when the money has at least 25 years to grow

    By Guest JeffH, November 18, 2004
    • 6 replies
    • 1.3k views
    • 
    • John G
    • November 22, 2004

49. Looking for college savings suggestions

    By Guest nathannah, May 10, 2001
    • 3 replies
    • 1.5k views
    • 
    • wmyer
    • May 11, 2001

50. Looking for Explanation of Roth Conversion Tax Penalty.

    By Guest jmwskw, June 26, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 27, 1999