IRAs and Roth IRAs

3,120 topics in this forum

1. Trust as beneficiary of IRA.

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

2. Beneficiary IRAs

   By Bruce Steiner, March 19, 2003
   • 4 replies
   • 1.4k views
   • 
   • Appleby
   • March 25, 2003

3. Real Estate In IRAs

   By Guest Richard Sanvi, March 19, 2003
   • 1 reply
   • 1k views
   • 
   • mbozek
   • March 19, 2003

4. Roth IRA Info

   By Guest TL7E, March 11, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 11, 2003

5. withdrawing Roth IRA contributions

   By Guest artemis freely, March 11, 2003
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • March 26, 2003

6. continue contributions to Roth IRA during economic decline?

   By Guest wjprime, March 11, 2003
   • 1 reply
   • 1.1k views
   • 
   • John G
   • March 11, 2003

7. Open IRA in decedent's name...

   By chris, March 10, 2003
   • 19 replies
   • 4.8k views
   • 
   • jevd
   • September 12, 2003

8. Separate Accounts and RMD

   By Guest P A Weick, March 10, 2003
   • 4 replies
   • 2.3k views
   • 
   • mbozek
   • March 17, 2003

9. New Roth

   By Guest DBFROMNVA, March 8, 2003
   • 1 reply
   • 1.1k views
   • 
   • John G
   • March 9, 2003

10. IRA Levy

    By jane123, March 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • March 6, 2003

11. past service credit

    By Felicia, March 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • March 4, 2003

12. roth ira

    By Guest tab, March 4, 2003
    • 1 reply
    • 1k views
    • 
    • John G
    • March 4, 2003

13. Sep IRA to IRA to Roth

    By Guest alitrac, March 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 4, 2003

14. Cashing Out On Roth Ira

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

15. Actual Advise on Roth vs. Traditional

    By Guest Birdman33, February 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 28, 2003

16. withdrawing from ira account

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

17. roth ira transfer and contribution possible mistake

    By Guest 5313173, February 25, 2003
    • 5 replies
    • 1.3k views
    • 
    • John G
    • February 26, 2003

18. Active participant rules re ESOP

    By Guest Trirod, February 24, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • February 27, 2003

19. 401k/Roth IRA loophole?

    By Guest MichaelEdward, February 24, 2003
    • 7 replies
    • 3.1k views
    • 
    • BPickerCPA
    • February 25, 2003

20. ROTH IRAs and Prohibited Transactions

    By Guest weston, February 21, 2003
    • 7 replies
    • 4.2k views
    • 
    • mbozek
    • February 24, 2003

21. Catch-up contribution of $ 500 for 2002

    By alexa, February 19, 2003
    • 3 replies
    • 1.2k views
    • 
    • bzorc
    • March 4, 2003

22. Roth IRA loophole?

    By Guest Hopewell, February 19, 2003
    • 3 replies
    • 2k views
    • 
    • Appleby
    • February 20, 2003

23. Roth IRA after 65

    By Guest Patricia Krug, February 18, 2003
    • 6 replies
    • 2.1k views
    • 
    • Appleby
    • February 19, 2003

24. Are RMDs due for the year of death?

    By Alan Simpson, February 14, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 14, 2003

25. Required Minimum Distributions

    By Guest rmdquestion, February 12, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2003

26. Whether to invest in Class A or Class B mutual fund shares

    By Guest BigAl, February 12, 2003
    • 12 replies
    • 2k views
    • 
    • John G
    • February 14, 2003

27. 4 Year Averaging

    By Guest artfrei, February 11, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 12, 2003

28. Rollover to IRA in excess of $5,000 without consent; what remedy for p

    By Guest RBeck, February 11, 2003
    • 26 replies
    • 3.8k views
    • 
    • Guest
    • February 14, 2003

29. moving trad. ira contr to roth

    By Guest mrojava7, February 7, 2003
    • 1 reply
    • 996 views
    • 
    • Appleby
    • February 7, 2003

30. How to terminate my Roth IRA

    By Guest ClarkS, February 7, 2003
    • 2 replies
    • 1.9k views
    • 
    • John G
    • February 9, 2003

31. Spousal rollover of IRA annuity

    By katieinny, February 6, 2003
    • 3 replies
    • 2.5k views
    • 
    • mbozek
    • February 7, 2003

32. Assuring your existing "Roth Instrument" remains "Roth-

    By Guest LETurner, February 4, 2003
    • 1 reply
    • 1k views
    • 
    • John G
    • February 5, 2003

33. Roth IRA interest rate;

    By Guest bm1stock, February 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 4, 2003

34. Waiver of 60-Day rollover rule; broker said the rollover rule was 90 d

    By Guest BKH, January 28, 2003
    • 19 replies
    • 7k views
    • 
    • Guest
    • February 14, 2003

35. Stock Dividends In A Roth

    By Guest otherhess, January 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 3, 2003

36. Roth Ira

    By Guest Ceres39, January 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 24, 2003

37. Rollver Back to Same IRA Within 60 Days

    By Guest EBGEEK, January 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2003

38. Withdrawing funds from an IRA

    By Guest sgj, January 23, 2003
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 24, 2003

39. Excess contribution to Roth IRA

    By Guest Trirod, January 22, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2003

40. Traditional IRA rolled into SEP IRA

    By MarZDoates, January 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • jevd
    • January 23, 2003

41. Roth IRA Loss

    By Guest jgoing, January 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • John G
    • January 22, 2003

42. multiple IRAs

    By Guest bb, January 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • John G
    • January 21, 2003

43. 31/married/1 year old twins / 25K to invest - help?

    By Guest SpeechCoach, January 20, 2003
    • 15 replies
    • 2.5k views
    • 
    • John G
    • January 27, 2003

44. Reporting Rollovers

    By Guest BigAl, January 16, 2003
    • 3 replies
    • 1.1k views
    • 
    • jevd
    • January 17, 2003

45. Custodial Error: Calling a RIRA a TIRA

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

46. Roth IRA

    By Guest gonug, January 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Don Levit
    • January 13, 2003

47. Minimum initial Investment Roth IRA

    By Guest twilly, January 10, 2003
    • 1 reply
    • 1.7k views
    • 
    • John G
    • January 15, 2003

48. Early Withdrawal - First time Homeowner

    By Guest kare8ear22, January 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • JAMES PATRICK
    • January 9, 2003

49. Inherited IRA question

    By bzorc, January 3, 2003
    • 6 replies
    • 1.9k views
    • 
    • bzorc
    • January 6, 2003

50. Consequences to IRA custodian for accepting non eligible funds

    By Guest neco, January 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 4, 2003