IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA's HELP!!!!!!

   By Guest BWalker, December 11, 1998
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 16, 1998

2. Spouse Eligibility

   By Guest kac1214, December 16, 1998
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 17, 1998

3. Taxes, purchase/redemption fees & Roth IRA

   By Guest TnGuy, April 18, 2006
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 25, 2006

4. Inherited IRA question

   By Guest Barney Byrd, June 30, 2001
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • July 3, 2001

5. Trad. IRA to Roth IRA, then Back to Trad.

   By Guest AJ Milano, May 23, 2003
   • 0 replies
   • 1.5k views
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   • Guest
   • May 23, 2003

6. Roth IRA interest rate;

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

7. non deductible ira contributions converted to roth and no 8606's filed

   By Guest rene, March 19, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • March 19, 1999

8. IRA Deposit at 75yrs old

   By Guest irr7342, December 20, 2001
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • December 21, 2001

9. Need brilliant revelation

   By Guest greygreen, August 25, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 27, 2000

10. Timing of conversion coupled with rollover from 401k

    By Guest DLH1, December 27, 2009
    • 1 reply
    • 1.5k views
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    • Guest
    • January 3, 2010

11. "Commingling" plan's retirement and death benefits in a sing

    By KJohnson, December 20, 1999
    • 0 replies
    • 1.5k views
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    • KJohnson
    • December 20, 1999

12. IRA Distribution

    By Guest Joseph Ssiska, October 10, 2002
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • October 17, 2002

13. Poor 401K. Going it on my own with ROTH IRA, advice?

    By Guest dcsurfing, October 5, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2004

14. IRA Conversion to Roth

    By Guest Irene Little, December 16, 2002
    • 3 replies
    • 1.5k views
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    • John G
    • December 17, 2002

15. is there a penalty for touching roth ira contributions.

    By Guest ari, August 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • September 2, 2001

16. How many times can you convert one or more Traditional IRAs that you might currently own (or create in the future) over to a new or existing Roth IRA?

    By Guest phactor, June 27, 2004
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • June 29, 2004

17. Stretch IRA what is it?

    By Guest JurisPrude, July 5, 2005
    • 3 replies
    • 1.5k views
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    • Appleby
    • July 21, 2005

18. Roth IRA

    By Guest mfrank, July 3, 2001
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2001

19. SAR-SEP Contribution Limit

    By Guest JimJ, May 9, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2002

20. 72(t)

    By Dobber, April 11, 2022
    • 1 reply
    • 1.5k views
    • 
    • bito'money
    • April 20, 2022

21. Are SEP-IRAs and ROTH IRAs considered "pensions"?

    By Guest pineapple1, May 7, 2005
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • May 8, 2005

22. Continue to Invest?

    By Guest Gracey, January 1, 2009
    • 5 replies
    • 1.5k views
    • 
    • John G
    • January 7, 2009

23. IRA Rollover

    By Guest ucat4, July 1, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 4, 2006

24. Can Roth IRA contributions be recharacterized to traditional IRA to ge

    By Guest ntaylor, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 23, 2001

25. HELP! Where are the 5498 instructions?

    By Guest RJMOB, October 31, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2007

26. IRA Federal Tax Withholding

    By Guest mporterst, July 22, 2006
    • 2 replies
    • 1.5k views
    • 
    • jevd
    • July 24, 2006

27. IRA rollover from Chinese pension plan

    By dmb, July 20, 2001
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • July 27, 2001

28. Government 457 and Roth IRA

    By Guest HenryFinkle, January 2, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2003

29. $100,000 Maximum AGI for Roth

    By Guest rschramm, April 8, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 8, 1999

30. can I open accounts in my kid's names?

    By Guest kevin w, January 19, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

31. Amended and restated documents

    By Felicia, May 30, 2002
    • 0 replies
    • 1.5k views
    • 
    • Felicia
    • May 30, 2002

32. Required beginning date for Minimum Required Distributions under the p

    By Guest Joe Twidwell, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 13, 2001

33. Recharacterization due to loss

    By Guest dhoff, June 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • June 10, 1999

34. 401K Roll Over

    By Guest Balkoths, November 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 19, 2001

35. Inherited IRA

    By Guest JasonMC, March 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • March 14, 2002

36. Custodian Question

    By Guest mrcharols, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 11, 2005

37. Roth Conversion Calculators

    By Guest breezer, December 15, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 1998

38. Advice needed for a good place to open an IRA account

    By Guest Zelly Miller, July 17, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • July 17, 2001

39. AGI too high for Roth contribution

    By Guest Mary Ann, January 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • January 15, 2001

40. How old does one have to be to start a ROTH?

    By Guest derykb, January 14, 2004
    • 4 replies
    • 1.5k views
    • 
    • John G
    • January 30, 2004

41. Possible Extension of Time to Recharacterize Roth IRA Conversion

    By Guest Bill Angell, May 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • May 1, 2001

42. Getting married and increasing income - Roth?

    By Guest britishrn, June 2, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 1999

43. Inherited "Inherited IRA"

    By MGOAdmin, April 7, 2020   

    • inherited ira
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • April 16, 2020

44. Roth IRA and eligiblity.

    By Guest Lauragirl12, February 7, 2002
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • February 8, 2002

45. IRA/Roth IRA Strategy

    By Guest S J, April 12, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 13, 2002

46. How are conversions from traditional IRA to Roth IRA reported on 5498

    By Guest BLRyan, February 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 22, 1999

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

    By Guest jumbonav, December 23, 2002
    • 12 replies
    • 1.5k views
    • 
    • Appleby
    • December 30, 2002

48. ROTH IRA question (headache)

    By Guest joeyboy, April 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 21, 2002

49. Transferring inherited beneficiary roth ira?

    By Guest dakota, August 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 13, 2007

50. Conversion Rules

    By Felicia, August 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • September 21, 2005