IRAs and Roth IRAs

3,118 topics in this forum

1. Stretch IRA what is it?

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

2. Roth IRA

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

3. SAR-SEP Contribution Limit

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

4. 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
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   • Guest
   • June 29, 2004

5. 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

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

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

7. Taxes, purchase/redemption fees & Roth IRA

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

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

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

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

   By Guest jhellyar, March 18, 2001
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • March 18, 2001

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

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

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

    By Gary Lesser, July 3, 2008
    • 0 replies
    • 1.5k views
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    • Gary Lesser
    • July 3, 2008

12. ROTH IRA question (headache)

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

13. Recharacterization due to loss

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

14. Roth IRA and eligiblity.

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

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

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

16. Inherited IRA

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

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

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

18. Amended and restated documents

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

19. Possible Extension of Time to Recharacterize Roth IRA Conversion

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

20. IRA Federal Tax Withholding

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

21. Roth IRA's HELP!!!!!!

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

22. IRA Distribution

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

23. Will conv. to Roth help AMT?

    By Guest Janly, January 19, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • January 20, 1999

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

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

25. Continue to Invest?

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

26. Where to set up an initial ROTH IRA?

    By Guest fsutaylor31, October 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • dh003i
    • October 28, 2004

27. Roth Ira/nondeductible IRA

    By Guest mkelly, June 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 3, 2002

28. 401K Roll Over

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

29. over - contribution in Roth IRA. what now?

    By Guest snowandh2o, December 6, 2004
    • 3 replies
    • 1.5k views
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    • Appleby
    • December 7, 2004

30. Conversion Rules

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

31. IRA rollover from Chinese pension plan

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

32. 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

33. IRA Rollover

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

34. $100,000 Maximum AGI for Roth

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

35. Cashing Out On Roth Ira

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

36. Beneficiary IRA Distribution

    By Guest talktomatthew, August 11, 2002
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • August 12, 2002

37. Government 457 and Roth IRA

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

38. AGI too high for Roth contribution

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

39. Roth Conversion Calculators

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

40. Required Minimum Distributions Following Death

    By Guest Patrick Reynolds, December 11, 2000
    • 3 replies
    • 1.5k views
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    • BPickerCPA
    • December 14, 2000

41. Purchaing real estate inside an IRA

    By Archimage, October 2, 2003
    • 7 replies
    • 1.5k views
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    • mbozek
    • October 3, 2003

42. Transferring inherited beneficiary roth ira?

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

43. Define "first home"

    By Guest Advncedtek, June 11, 1999
    • 2 replies
    • 1.5k views
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    • John G
    • June 11, 1999

44. Life ins contract in IRA

    By Moe Howard, December 8, 2006
    • 5 replies
    • 1.5k views
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    • Bill Presson
    • December 10, 2006

45. Roth IRA Rollover to a PS/401K Plan Allowed?

    By mming, March 7, 2001
    • 2 replies
    • 1.5k views
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    • Appleby
    • March 9, 2001

46. IRA RMDs after death

    By Guest stacy1, August 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • August 16, 2002

47. a good Roth Ira to start out with

    By Guest bankershours, February 7, 2006
    • 1 reply
    • 1.5k views
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    • John G
    • February 7, 2006

48. Direct rollover from qualified plan to traditional IRA

    By Guest Eddie Elizondo, December 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 22, 2000

49. IRA early withdrawing without penality?

    By Guest Marion, March 16, 2000
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • March 17, 2000

50. 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