IRAs and Roth IRAs

3,120 topics in this forum

1. Trust as beneficiary or is it the Trustee

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

2. Transfer After-Tax Retirement Funds to Roth?

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

3. California non-conformance

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

4. Roth eligibility question--new job

   By Guest jrein, November 13, 2000
   • 4 replies
   • 1.6k views
   • 
   • John G
   • November 14, 2000

5. Education IRA contribution last day(age 18)

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

6. 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

7. Inherited IRA

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

8. Withdraw from a ROTH

   By Guest JimC, June 19, 2001
   • 4 replies
   • 1.6k views
   • 
   • BPickerCPA
   • June 29, 2001

9. Payroll Deduction Progams for IRA's

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

10. Roth Conversion Question

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

11. 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

12. Charitable Remainder Trust as Beneficiary

    By Guest AJ Milano, March 16, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 17, 2000

13. Non-traditional Student beginner to investing

    By Guest laheyc82, July 16, 2008
    • 7 replies
    • 1.6k views
    • 
    • John G
    • July 17, 2008

14. Taxing of an IRA-Roth conversion

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

15. Recharacterizing IRA Contribution Due to Bad Investments

    By Guest downtown, March 5, 2013   

    • recharacterize
    • roth
    • (and 1 more)

      Tagged with:

      • recharacterize
      • roth
      • loss
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • March 5, 2013

16. Guidance on IRA Diversification

    By IRA, February 23, 2007
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2007

17. 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

18. are two conversions per year allowed?

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

19. Unemployed + windfall + Roth IRA?

    By Guest TokyoDan0, March 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

20. High Freq IRA's: Special Issues

    By Guest reg_h2b, August 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 29, 2001

21. Roth Rollover

    By Guest TCD1, March 22, 2006
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • March 26, 2006

22. beneficiary designation question

    By k man, September 9, 2004
    • 9 replies
    • 1.6k views
    • 
    • k man
    • September 13, 2004

23. $5,000 Rollover from a Traditional IRA to a Roth IRA put me over the $100,000 MAGI Limitation.

    By Guest norman, February 8, 2005
    • 2 replies
    • 1.6k views
    • 
    • John G
    • February 10, 2005

24. Where to get a "GOOD" Roth IRA

    By Guest PTMeinert, December 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 27, 1999

25. Need guidance

    By Guest Wedge1, May 2, 2006
    • 4 replies
    • 1.6k views
    • 
    • John G
    • May 12, 2006

26. Risks in Roth IRAs?

    By Guest Tami, August 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • August 29, 2000

27. Question on Income Limits

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

28. Earned income Vs. Adjusted Gross Income in determining Roth contributi

    By Guest AlanKwiatkowski, March 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

29. ROTH IRA Mutual Funds

    By Guest BigAl, May 9, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • May 10, 2002

30. withdrawing from ira account

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

31. What do I do if I had to recharacterize my Roth IRA back to a traditio

    By Guest M Irby, March 7, 2001
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • March 9, 2001

32. I put in too much this year!

    By Guest pochacco, March 18, 2002
    • 2 replies
    • 1.6k views
    • 
    • BPickerCPA
    • March 20, 2002

33. contribute to both traditional and Roth IRA?

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

34. custom-crafted IRA agreement

    By Peter Gulia, December 29, 2008
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • January 2, 2009

35. roth ira - stocks or mutual funds ?

    By Guest hustler98, December 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • John G
    • December 8, 2004

36. Estimated Tax required on Roth Conversions?

    By Guest genea99, January 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • January 2, 2000

37. Another "who is the beneficiary?”

    By Guest AFRICA6796, December 28, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 28, 2001

38. A few questions

    By Guest chauncy, September 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • John G
    • October 7, 2002

39. Inherited IRA

    By Jilliandiz, October 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • October 26, 2004

40. HELP HELP HELP

    By Guest Lisa Russell, March 16, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2001

41. low minimum to open Roth?

    By Guest jbandkb, August 5, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 6, 2004

42. ETF'S

    By Guest runninlate, January 6, 2007
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 7, 2007

43. family roth IRA stock account

    By Guest qqhrr, January 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 11, 2002

44. Undoing ROTH conversion

    By nancy, February 8, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 18, 2000

45. Penalty for 2004 Roth IRA Contribution if Over AGI Limit?

    By Guest rrowehl, May 4, 2005
    • 3 replies
    • 1.6k views
    • 
    • jevd
    • May 5, 2005

46. begin Roth now or after April 17th?

    By Guest calluke, March 29, 2006
    • 4 replies
    • 1.6k views
    • 
    • John G
    • March 30, 2006

47. Permission for late recharacterization granted

    By BPickerCPA, February 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • BPickerCPA
    • February 8, 2001

48. New Split-Refund Form Available for Public Comment

    By Appleby, August 31, 2006
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • September 1, 2006

49. Roth Recharacterization back to qualified plan

    By Guest kprhok, January 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2010

50. How much can I contribute per year?

    By Guest hammr, April 16, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 2001