IRAs and Roth IRAs

3,120 topics in this forum

1. Trust as beneficiary

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

2. Question on Income Limits

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

3. Roth and Traditional Income Limits/Taxable Contributions

   By Guest Mr.P, December 28, 2005
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 29, 2005

4. Income requirement for spousal IRA

   By Guest MSDalt, February 14, 2009
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • February 15, 2009

5. Roth IRA Estimated Tax & Penalties

   By Guest chrisrafter, August 23, 1999
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 1, 1999

6. Designated IRA beneficiary is an irrevocable trust.

   By Guest RJM, April 19, 2004
   • 2 replies
   • 2.2k views
   • 
   • ElGuapo
   • April 19, 2004

7. IRA Contributions

   By Guest Derrick, January 15, 2005
   • 2 replies
   • 1.4k views
   • 
   • John G
   • January 17, 2005

8. Traditional IRA Mutual Fund account misregistered

   By Guest Mary B, May 17, 2000
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • May 22, 2000

9. We're married and filing separate tax returns. Can we start Roths?

   By Guest Carl Ryan, July 16, 2000
   • 2 replies
   • 1.5k views
   • 
   • John G
   • July 19, 2000

10. Rollover/Trad IRA - qualified plan participant loan

    By Guest Moira, August 23, 2006
    • 2 replies
    • 1.6k views
    • 
    • jevd
    • August 23, 2006

11. Sources on IRA contributions

    By Guest David L, February 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2010

12. After recharacterization, what is length of waiting period before able

    By Guest Jeff G, March 28, 2001
    • 2 replies
    • 1.9k views
    • 
    • BPickerCPA
    • March 29, 2001

13. High Freq IRA's: Special Issues

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

14. Roth IRA Tax Deductions

    By Guest LyndaG, February 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 21, 2002

15. mechanics of converting to Roth IRA

    By Guest dr. z., September 1, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 2, 1999

16. Roth IRA's

    By Guest SusanIFried, November 1, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • November 2, 2001

17. Form 1099-b

    By Guest barbra, March 25, 2002
    • 2 replies
    • 5.4k views
    • 
    • Guest
    • March 26, 2002

18. Reimburse Fees in IRAs

    By Guest Penny40, September 24, 2002
    • 2 replies
    • 4.3k views
    • 
    • Appleby
    • September 25, 2002

19. OK to designate trustee of my Will as IRA's Beneficiary

    By jane123, September 19, 2003
    • 2 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 19, 2003

20. New requirements

    By Guest John&Barb, January 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • January 7, 2002

21. Taxable Income

    By Guest Dawn Thomas, September 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 19, 2001

22. Deceased IRA

    By Guest Penny40, September 24, 2002
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • September 25, 2002

23. IRA Held by an Estate

    By ERISA-Bubs, June 2, 2011
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • June 20, 2011

24. Wisconsin Divorce Laws/Beneficiary

    By Guest Christine, August 30, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 3, 1999

25. Is recharacterization of IRA contribution prior to April 15 always ele

    By Guest wilywilly, June 5, 2000
    • 2 replies
    • 1.7k views
    • 
    • John Olsen
    • June 5, 2000

26. Withdrawal From Roth

    By Guest NLONEY, March 9, 2002
    • 2 replies
    • 1.7k views
    • 
    • txdd
    • March 11, 2002

27. Opening a Roth

    By Guest droffart, September 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Kathy
    • September 7, 1999

28. Roth IRA Contributions Over Age 60

    By Guest browningdp, November 20, 2003
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • November 21, 2003

29. loss of value

    By Guest gonebust, December 30, 2002
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • December 31, 2002

30. Withdrawal w/o penalty & tax?

    By Guest conlongw, February 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • John G
    • March 1, 2004

31. Eligibility of American UN employee to contribute to Roth IRA?

    By Guest ConfusedInSwitzerland, August 13, 2004
    • 2 replies
    • 2.2k views
    • 
    • JAMES PATRICK
    • August 21, 2004

32. Cashing in a Roth IRA held for greater than 5 years

    By Guest PatKF, March 22, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 2006

33. Roth IRA vs. IRA

    By Kathy, September 7, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 9, 1999

34. can I use excess capital loss carryforward to pay tax due on a Roth ch

    By Guest Moneypenny, January 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

35. 1099R ( help in filing )

    By Guest bobkat, March 10, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 25, 2002

36. Recharicature of 1998 Roth in 2002

    By Guest billlehnertz, October 13, 2003
    • 2 replies
    • 1k views
    • 
    • Appleby
    • October 13, 2003

37. Deposits to IRA by mistake - How to correct?

    By Guest Mike Visse, June 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Locust
    • June 3, 2005

38. Got married in December. Can I make Roth IRA contribution?

    By Guest JasonMC, February 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 21, 2002

39. RMD and QDOTs

    By Guest P A Weick, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • September 16, 1999

40. News Regs for Old Bene's: Applicable?

    By Guest reg_h2b, May 14, 2001
    • 2 replies
    • 1.4k views
    • 
    • Fred Payne
    • May 25, 2001

41. Received 2 1099-R's for my Roth IRA

    By Guest Lonnie_parry, January 28, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 29, 1999

42. Using Roth for college expense planning

    By Guest tplovelock, September 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 17, 1999

43. Form 1099-R - Excess 401k contribution

    By Guest jkr, March 26, 2002
    • 2 replies
    • 2.3k views
    • 
    • Archimage
    • March 26, 2002

44. Roth Conversion Tradeoff ?

    By Guest Art E, June 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 24, 2000

45. Using the MDIB Table for RMD Calulations

    By Guest David Hammond CISP, September 7, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • September 9, 2000

46. Advice for U.S. & Foreign nationals w/ IRA's moving abroad...

    By Guest kevinrm, February 17, 2001
    • 2 replies
    • 6.8k views
    • 
    • Guest
    • February 19, 2001

47. Employer contributed Roth IRA?

    By Guest Mimi, November 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 21, 2003

48. Can I reconvert a recharacterized IRA in 2001 before extended filing d

    By Guest, April 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 23, 2001

49. Tax bracket for years 2,3 and 4 ?

    By Guest Mark R, January 28, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 1999

50. 401k distributions due to termination

    By Guest Denise Murphy, September 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • John G
    • September 22, 1999