IRAs and Roth IRAs

3,118 topics in this forum

1. Roth fees

   By Guest _DEANO_, March 20, 2005
   • 2 replies
   • 1.3k views
   • 
   • John G
   • March 21, 2005

2. IRA's Only Please

   By Guest David Hammond SRS, January 27, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 4, 1999

3. Taxes on death?

   By Guest ljcurranuk, March 21, 2005
   • 2 replies
   • 1.2k views
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   • mbozek
   • March 21, 2005

4. Missed RMD on Inheirited IRA

   By rfahey, December 2, 2005
   • 2 replies
   • 1.6k views
   • 
   • Appleby
   • December 10, 2005

5. Roth Rollover

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

6. Roth IRA holdings

   By Guest erock34, June 27, 2000
   • 2 replies
   • 1.5k views
   • 
   • John G
   • June 30, 2000

7. Self-imposed limits on ROTH contributions & 2 ROTHs for Married Couple?

   By Guest BobT, March 29, 2004
   • 2 replies
   • 1.2k views
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   • Appleby
   • March 30, 2004

8. Roth Contributions/Investment strategy

   By Guest MustangMike, December 4, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 7, 2005

9. 1099R Question

   By Guest JimiB, January 30, 2001
   • 2 replies
   • 1.7k views
   • 
   • John G
   • February 1, 2001

10. Withdrawing from a Roth IRA for first home purchase

    By Guest k9burn, August 16, 2004
    • 2 replies
    • 2.9k views
    • 
    • Appleby
    • August 19, 2004

11. Recharacterize very old Roth IRA

    By Guest dtshedd, March 2, 2008
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • March 5, 2008

12. Mandatory withholding on IRA distribution? (higher education)

    By Guest maxtax, December 21, 2007
    • 2 replies
    • 5k views
    • 
    • Guest
    • December 21, 2007

13. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 2.5k views
    • 
    • card
    • October 15, 2017

14. Need help. Total Newbie.

    By Guest ahighland, December 6, 2004
    • 2 replies
    • 1.8k views
    • 
    • dh003i
    • December 23, 2004

15. Do I have to track the stocks I buy and sell in my Roth IRA Account?

    By Guest Cori Tipton, July 6, 2000
    • 2 replies
    • 2k views
    • 
    • John G
    • July 11, 2000

16. Status of a Roth IRA after an early distribution

    By Guest Wallace G, May 15, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001

17. Can I contribute MORE than $2000 as a single taxpayer in any given yea

    By Guest Paulaanne, May 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • John G
    • May 3, 2002

18. What is an IRA invested in?

    By Guest eve23, December 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • December 6, 2004

19. Roth IRA and Roth 401k

    By Santo Gold, April 18, 2019
    • 2 replies
    • 839 views
    • 
    • CuseFan
    • April 22, 2019

20. Inherited IRA question

    By bzorc, March 9, 2021
    • 2 replies
    • 792 views
    • 
    • Appleby
    • March 16, 2021

21. New Home Buyer

    By Guest Spud, July 20, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • July 26, 2001

22. I'm 21, have a SMALL templeton fund, and need guidance...

    By Guest Nanotech9, November 2, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • November 4, 2002

23. IRA holding employer stock

    By Guest JM123, December 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • February 24, 2010

24. Resident Alien

    By bzorc, April 6, 2010
    • 2 replies
    • 2.5k views
    • 
    • masteff
    • April 7, 2010

25. new roth limits and college planning

    By Guest chrisstreet, October 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 16, 2001

26. Roth IRA purchasing minority interest in closely held corp.

    By Guest 54GRANDAD, March 15, 2004
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • March 16, 2004

27. what is the penalty for early withdrawl

    By Guest skelly30, May 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • May 19, 2004

28. Confused about RMD calculation

    By robbie, February 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • robbie
    • February 27, 2005

29. Timing of First Time Homebuyer withdrawal

    By shERPA, May 4, 2021
    • 2 replies
    • 1k views
    • 
    • shERPA
    • May 6, 2021

30. What tax forms should I expect for Roth conversions/recharacterization

    By Guest nsalyer, February 10, 1999
    • 2 replies
    • 1.4k views
    • 
    • Kathy
    • February 11, 1999

31. 401K and Roth IRA limits

    By Guest stets, June 25, 2008
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 25, 2008

32. Source of Dec 31 Roth conversion deadline?

    By Guest tborek, March 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2001

33. Some simple questions from a newbie

    By Guest MJPK, May 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 8, 2005

34. Roth withdrawal after 2010 conversion

    By Jim Norman, April 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Norman
    • April 14, 2011

35. Under 59 1/2, take out money from Roth Ira below level I paid taxes on?

    By Guest Barbaraira, November 23, 2003
    • 2 replies
    • 2k views
    • 
    • Appleby
    • November 25, 2003

36. Rollover of 401k to Roth IRA - need help please

    By Guest pinkshell, September 19, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 21, 2008

37. Sep contribution and 5498

    By Guest Admin, October 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 15, 2001

38. Qualified Trust As Beneficiary- Life Expectancy To Be Used For Post De

    By Guest AFRICA6796, August 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 10, 2001

39. Eligability to establish a Roth

    By Guest mcampla, August 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 17, 2000

40. qualified plan to ROTH...

    By K-t-F, June 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 10, 2004

41. ROTH 401(k)

    By Guest oxdougw, August 24, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 25, 2005

42. Inherited IRAs

    By Guest msprice, November 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2006

43. Tax on Roth Conversion from non-deduct 1997 IRA

    By Guest bbrian, February 19, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 19, 1999

44. Traditional IRA: out & back in?

    By Guest Commuter Rex, August 11, 2003
    • 2 replies
    • 1k views
    • 
    • John G
    • August 12, 2003

45. New Funding Limits for IRAs?

    By Guest predaina, December 18, 2000
    • 2 replies
    • 1.7k views
    • 
    • John G
    • December 18, 2000

46. NON-Qualified Disclaimers IN IRAs

    By jevd, January 12, 2007
    • 2 replies
    • 2.9k views
    • 
    • jevd
    • January 12, 2007

47. Setting Up a ROTH

    By Guest sweetpea, January 31, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 4, 2008

48. Report interest made on a Roth IRA to the IRS?

    By Guest Dawn Thomas, March 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 11, 2001

49. Roth IRA and Education

    By Guest rhess, February 16, 1999
    • 2 replies
    • 1.7k views
    • 
    • Kathy
    • February 22, 1999

50. Roth IRA Rules

    By Guest Rich C, October 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • October 30, 1999