IRAs and Roth IRAs

3,120 topics in this forum

1. SIMPLE-IRA participation - is it considered "active participation

   By PensionNewbee, March 26, 2003
   • 1 reply
   • 1.6k views
   • 
   • Appleby
   • March 26, 2003

2. New Split-Refund Form Available for Public Comment

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

3. Roth Recharacterization back to qualified plan

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

4. Employer Sponsored Roth IRA

   By Guest J Samuelson, May 7, 1999
   • 1 reply
   • 1.6k views
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   • Guest
   • May 8, 1999

5. Can various reported income forms as a result of ROE from a Roth accou

   By Guest gotta_run, March 3, 2001
   • 0 replies
   • 1.6k views
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   • Guest
   • March 3, 2001

6. early distribution 1st time homebuyer

   By Guest 1sttimebuyer, January 7, 2006
   • 0 replies
   • 1.6k views
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   • Guest
   • January 7, 2006

7. Roth Conversion Taxation for non-US-Citizen

   By Guest wundermonk, March 14, 2011
   • 1 reply
   • 1.6k views
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   • mbozek
   • March 14, 2011

8. RMD Reporting Requirements

   By Guest AFRICA6796, December 10, 2002
   • 0 replies
   • 1.6k views
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   • Guest
   • December 10, 2002

9. Roth distrubution subject to 10% penalty and other taxation if reinves

   By Guest Rok, March 1, 2001
   • 4 replies
   • 1.6k views
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   • John G
   • March 1, 2001

10. Opening a Roth

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

11. MRD's for IRA's: Seperate Plans or Seperate Accounts?

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 1.6k views
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    • Mary Kay Foss
    • December 6, 2000

12. exercise of options with Roth IRA

    By Guest smokeyjoe, January 2, 2007
    • 2 replies
    • 1.6k views
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    • Guest
    • January 2, 2007

13. Fiscal year or calendar year?

    By Alf, March 18, 2000
    • 1 reply
    • 1.6k views
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    • Guest
    • March 18, 2000

14. Roth qualifications based on earn income and stock income

    By Guest andrewg, March 30, 2000
    • 7 replies
    • 1.6k views
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    • BPickerCPA
    • April 1, 2000

15. Estimated Tax Payments

    By Guest banderson4, December 13, 1998
    • 7 replies
    • 1.6k views
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    • Guest
    • January 12, 1999

16. Flexible custodian for Roth IRAs, Roth IRA annual reporting requiremen

    By Guest Ed Lichtig, November 30, 2000
    • 3 replies
    • 1.6k views
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    • Guest
    • December 7, 2000

17. Roth IRA withdraw -- why was I taxed so much?

    By Guest cnyc, February 8, 2004
    • 6 replies
    • 1.6k views
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    • WDIK
    • February 13, 2004

18. Ineligible custodian

    By Guest rim, July 14, 1999
    • 3 replies
    • 1.6k views
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    • Guest
    • July 20, 1999

19. Roth IRA to Roth 401k

    By Guest Lawrenceg, January 22, 2007
    • 3 replies
    • 1.6k views
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    • Bird
    • January 23, 2007

20. Disclosure re: botched IRA transfer

    By Christine Roberts, October 7, 2001
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • October 7, 2001

21. Finding IRAs of the deceased

    By Guest pocahontas13, January 13, 2005
    • 2 replies
    • 1.6k views
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    • John G
    • January 13, 2005

22. Terminated Roth with Losses

    By Guest fsokolowski, October 21, 2001
    • 3 replies
    • 1.6k views
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    • Mary Kay Foss
    • October 23, 2001

23. Annuity Distribution to Rollover IRA then rollover Roth IRA?

    By Guest cgc, April 3, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • April 3, 1999

24. TAXES FOR A ROTH IRA BENEFICIARY

    By Guest CPoulosky, May 24, 2001
    • 3 replies
    • 1.6k views
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    • Fred Payne
    • May 25, 2001

25. Roth IRA for College?

    By Guest Hopeful-mom, July 25, 2004
    • 4 replies
    • 1.6k views
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    • Guest
    • July 27, 2004

26. Deadline to amend a prototype IRA

    By Guest Duane Ricks, November 3, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • November 3, 1999

27. SEPP RATE Flexibility

    By jane123, May 30, 2003
    • 0 replies
    • 1.6k views
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    • jane123
    • May 30, 2003

28. Distribution Code for Recharacterizations

    By Guest Becky Blackford, December 22, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 22, 1998

29. IRA Source Materials

    By Guest John E. Carlson, April 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 9, 2001

30. substantially equal payments

    By Guest john cablet, December 27, 1999
    • 4 replies
    • 1.6k views
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    • BPickerCPA
    • December 28, 1999

31. 403(b) vs 401(k)-- enlighten me please!

    By Guest Lyric, April 7, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • April 12, 1999

32. Can I contribute to a SEP-IRA and an IRA in same year?

    By Guest JasonMC, March 19, 2002
    • 3 replies
    • 1.6k views
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    • Appleby
    • March 25, 2002

33. Will conv. to Roth help AMT?

    By Guest Janly, January 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 20, 1999

34. May a Surviving Spouse Establish Three Separate Spousal IRAs Following

    By Guest Edward McElroy, January 11, 1999
    • 5 replies
    • 1.6k views
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    • Guest
    • January 30, 1999

35. deductions for college

    By Guest mbg98, July 3, 2001
    • 5 replies
    • 1.6k views
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    • Mary Kay Foss
    • December 28, 2001

36. Paying taxes on dispursements in a Roth IRA.

    By Guest cytek, April 6, 2001
    • 1 reply
    • 1.6k views
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    • Appleby
    • April 7, 2001

37. ROTH IRA Question

    By Guest buddaus, April 15, 2006
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 2006

38. Donald R. Levy (passed away on June 29)

    By Gary Lesser, July 3, 2008
    • 0 replies
    • 1.6k views
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    • Gary Lesser
    • July 3, 2008

39. Beneficiary wants to name a beneficiary for IRA

    By Guest Crystal, February 3, 2000
    • 5 replies
    • 1.6k views
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    • Wessex
    • February 7, 2000

40. SIMPLE IRA CONVERSION

    By Guest bobo, December 16, 1998
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • December 17, 1998

41. Opening Multiple Roth IRA Accounts

    By Guest jeffn, January 4, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • January 4, 1999

42. Pre-87 nondeductible contribuitons in IRA

    By bdeancpa, April 7, 2005
    • 0 replies
    • 1.6k views
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    • bdeancpa
    • April 7, 2005

43. Prepaid Tuition vs. Educ Roth

    By Guest Webster, December 24, 1998
    • 4 replies
    • 1.6k views
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    • Guest
    • January 13, 1999

44. Where to set up an initial ROTH IRA?

    By Guest fsutaylor31, October 27, 2004
    • 4 replies
    • 1.6k views
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    • dh003i
    • October 28, 2004

45. Would this be a valid Roth IRA?

    By Guest Grahame, September 5, 2001
    • 6 replies
    • 1.6k views
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    • Guest
    • September 8, 2001

46. Eligibility to contribute to Roth IRA with or without 4 year 25% con

    By Guest jhellyar, March 18, 2001
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • March 18, 2001

47. 2 or more Roth IRA's - contribution limits

    By Guest money4myhoney, October 26, 2005
    • 2 replies
    • 1.6k views
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    • John G
    • October 27, 2005

48. roll pension into Roth IRA?

    By Guest jbenner, January 21, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • January 23, 2001

49. ROTH IRA Contrib questions

    By Guest erickbe, May 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • May 31, 2000

50. Roth IRA Distributions

    By Guest r402070, April 11, 2002
    • 4 replies
    • 1.6k views
    • 
    • papogi
    • April 12, 2002