IRAs and Roth IRAs

3,123 topics in this forum

1. Traditional IRA rolled into SEP IRA

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

2. Excess contribution to Roth IRA

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

3. IRS issues guidance on Deemed IRAs

   By Appleby, January 3, 2003
   • 2 replies
   • 1.1k views
   • 
   • E as in ERISA
   • January 22, 2003

4. Roth IRA Loss

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

5. multiple IRAs

   By Guest bb, January 21, 2003
   • 1 reply
   • 1.2k views
   • 
   • John G
   • January 21, 2003

6. Reporting Rollovers

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

7. Government 457 and Roth IRA

   By Guest HenryFinkle, January 2, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • January 16, 2003

8. Custodial Error: Calling a RIRA a TIRA

   By Guest reg_h2b, January 15, 2003
   • 2 replies
   • 3k views
   • 
   • Guest
   • January 16, 2003

9. Minimum initial Investment Roth IRA

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

10. Roth IRA

    By Guest gonug, January 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • Don Levit
    • January 13, 2003

11. Early Withdrawal - First time Homeowner

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

12. Inherited IRA question

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

13. Consequences to IRA custodian for accepting non eligible funds

    By Guest neco, January 3, 2003
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 4, 2003

14. 10% distribution penalty on conversion Roth

    By Guest Ross McKinney, December 5, 2002
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • January 2, 2003

15. loss of value

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

16. Using 2002 tax return for 2002 Roth IRA--Legal?

    By Guest jumbonav, December 23, 2002
    • 12 replies
    • 1.6k views
    • 
    • Appleby
    • December 30, 2002

17. loss on stock in Roth

    By Guest nchambers, December 30, 2002
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 30, 2002

18. Divorce Decree- Spouses signature required?

    By Guest Just Visiting, December 24, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

19. Form or RMD from IRA

    By Guest tcunagin, December 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 23, 2002

20. IRAs and beneficiaries

    By Guest Lex, December 20, 2002
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • December 23, 2002

21. Roth Converstion

    By Guest 1040max, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • December 21, 2002

22. Later Retirement and RMD's

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

23. First-time Home Buyers and the IRA

    By Guest tykelle, December 18, 2002
    • 0 replies
    • 973 views
    • 
    • Guest
    • December 18, 2002

24. IRA Conversion to Roth

    By Guest Irene Little, December 16, 2002
    • 3 replies
    • 1.6k views
    • 
    • John G
    • December 17, 2002

25. Request for assistance

    By Guest jtdplan, December 17, 2002
    • 0 replies
    • 923 views
    • 
    • Guest
    • December 17, 2002

26. IRA to Roth IRA Conversions

    By Guest JIM99, December 12, 2002
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2002

27. After-ax Money in IRA Rollovers from Workplace Plans

    By Guest David Hammond CISP, December 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • JAMES PATRICK
    • December 14, 2002

28. ROTH Investment Still Worthwhile?

    By Guest wobber, December 3, 2002
    • 7 replies
    • 1.9k views
    • 
    • John G
    • December 12, 2002

29. What Is The Best Roll Over Plan

    By Guest KMD, December 11, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • December 11, 2002

30. 5 year waiting period

    By Guest driger, December 10, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 11, 2002

31. IRA Loan

    By Guest tws, December 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • John G
    • December 10, 2002

32. RMD Reporting Requirements

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

33. MPP / PSP to a SEP IRA

    By Guest irr7342, December 10, 2002
    • 1 reply
    • 3.5k views
    • 
    • Appleby
    • December 10, 2002

34. Roth IRA for Education?

    By Guest Noidy, December 4, 2002
    • 1 reply
    • 1.1k views
    • 
    • BPickerCPA
    • December 4, 2002

35. Legal fees from an IRA

    By Guest ladycpa, December 3, 2002
    • 5 replies
    • 4.9k views
    • 
    • mbozek
    • December 4, 2002

36. Minimum distribution from IRA

    By nancy, December 3, 2002
    • 1 reply
    • 1.1k views
    • 
    • BPickerCPA
    • December 3, 2002

37. Saver's credit AGI ; Rollover included?

    By Guest jd175, November 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 2002

38. Convert IRA to Roth IRA

    By Guest maroon1_00, December 1, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 2002

39. IRS Deficiency Notice

    By Guest mattmer, September 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 28, 2002

40. What to do about over contribution

    By Guest jrhoades, November 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 28, 2002

41. Withholding requirement for IRA distribution.

    By Guest Mary Ann, November 21, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • November 27, 2002

42. Qualifying as IRA Trustee/Custodian

    By J2D2, November 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 27, 2002

43. new Roth Ira Prospect

    By Guest jojo42, November 23, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 26, 2002

44. Trading stocks in a ROTH IRA

    By Guest sgj, November 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • John G
    • November 25, 2002

45. transfer to non retirement account

    By Guest dcf, November 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • John G
    • November 21, 2002

46. Roth IRA for children?

    By Guest magcpa, November 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • John G
    • November 21, 2002

47. Roth IRA

    By Guest Walter Gassner, November 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • November 20, 2002

48. Active Participation in a qualified plan precluding IRA contributions

    By dmwe, November 14, 2002
    • 8 replies
    • 4.5k views
    • 
    • Mary Kay Foss
    • November 20, 2002

49. IRA RMD Calculation -

    By Guest AJ Milano, November 18, 2002
    • 7 replies
    • 2.5k views
    • 
    • Appleby
    • November 20, 2002

50. Detalis On Ira's

    By Guest okiechris, November 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 18, 2002