IRAs and Roth IRAs

3,118 topics in this forum

1. I may be in a great place to convert trad-to-Roth IRA: help me confirm

   By Guest riknmari, February 21, 2001
   • 2 replies
   • 1.5k views
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   • Appleby
   • February 22, 2001

2. non deducted ira

   By Guest sdieddie, January 9, 2002
   • 2 replies
   • 1.4k views
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   • Guest
   • January 10, 2002

3. Long Term Care IRA withdrawal

   By Guest cjjaml2, August 1, 2005
   • 2 replies
   • 2k views
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   • Appleby
   • August 14, 2005

4. Death after RMD begins

   By Guest nicola, October 24, 2006
   • 2 replies
   • 1.5k views
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   • Guest
   • October 24, 2006

5. Tax penalties for Roth IRA's

   By Guest jajaboo, November 6, 2003
   • 2 replies
   • 2.6k views
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   • Appleby
   • November 8, 2003

6. ROTH IRA Problem

   By Guest, April 3, 2001
   • 2 replies
   • 1.5k views
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   • Appleby
   • April 3, 2001

7. Convert Roth IRA back to traditional IRA

   By Guest tmac, October 15, 2005
   • 2 replies
   • 1.7k views
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   • txdd
   • October 17, 2005

8. Inherited IRA and Estate Taxes

   By Guest Bill Hurlbert, December 11, 1999
   • 2 replies
   • 1.7k views
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   • Bruce Steiner
   • December 13, 1999

9. Should she open Roth or save in a taxable account?

   By Guest plmills66, August 19, 2000
   • 2 replies
   • 1.4k views
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   • Guest
   • August 20, 2000

10. roth ira qualifications

    By Guest randse, July 7, 2004
    • 2 replies
    • 1.5k views
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    • John G
    • July 8, 2004

11. Getting rid of worthless investments in IRA

    By Guest Mr.Ed, October 17, 2008
    • 2 replies
    • 2.4k views
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    • Appleby
    • October 17, 2008

12. Correcting IRA distributions - IRS Procedure?

    By Guest TPAStacey, February 20, 2009
    • 2 replies
    • 2.2k views
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    • Guest
    • February 20, 2009

13. Tax on Roth Conversion problem

    By Guest Yan, March 13, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • March 15, 1999

14. Sale of Stock in a Roth IRA

    By Guest BEKEDAM, December 12, 1999
    • 2 replies
    • 1.4k views
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    • John G
    • December 13, 1999

15. Early withdrawls from Roth IRAs

    By Guest zeroinone, August 20, 2000
    • 2 replies
    • 1.5k views
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    • John G
    • August 20, 2000

16. I am afriad of the future of the Roth.

    By Guest beerzkool, August 19, 2002
    • 2 replies
    • 1.4k views
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    • MGB
    • August 19, 2002

17. Can I convert this year?

    By Guest JimSi, August 27, 2005
    • 2 replies
    • 1.3k views
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    • John G
    • September 2, 2005

18. MRD after death of spouse

    By bzorc, December 13, 1999
    • 2 replies
    • 1.8k views
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    • bzorc
    • December 14, 1999

19. Roth beneficiary

    By Guest Highground, March 24, 2005
    • 2 replies
    • 1.2k views
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    • John G
    • April 7, 2005

20. Choice between taking a distribution from a guar benefit retirement pl

    By Guest dtfoyle, August 20, 2000
    • 2 replies
    • 1.6k views
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    • Guest
    • August 21, 2000

21. How many?

    By Guest pblevens, January 26, 2002
    • 2 replies
    • 1.5k views
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    • John G
    • February 7, 2002

22. Is the contribution deadline June 15th if filing from abroad?

    By Guest brapa, May 18, 2004
    • 2 replies
    • 1.1k views
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    • Guest
    • May 19, 2004

23. Loans from IRAs

    By Archimage, August 29, 2005
    • 2 replies
    • 1.3k views
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    • Appleby
    • September 6, 2005

24. Newbie to Board -- Question re Roth Conversion

    By tuni88, March 6, 2008
    • 2 replies
    • 1.7k views
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    • John G
    • March 8, 2008

25. Adding to a Roth Conversion for 2005 tax year?

    By Guest muckmail, February 5, 2006
    • 2 replies
    • 1.6k views
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    • John G
    • February 6, 2006

26. Required Minimum Distribution Options

    By Guest lhh61, April 22, 2006
    • 2 replies
    • 1.4k views
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    • Guest
    • April 22, 2006

27. I left a job with a 401(k) plan in February. The company I now work fo

    By Guest george_g, December 21, 2000
    • 2 replies
    • 1.3k views
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    • JAMES PATRICK
    • December 21, 2000

28. IRA divorce decree signature requirement

    By jane123, July 7, 2004
    • 2 replies
    • 2k views
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    • mbozek
    • July 7, 2004

29. IRA rollover

    By cdavis25, August 10, 2017
    • 2 replies
    • 1.1k views
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    • joel
    • August 22, 2017

30. Federal Income Tax Treatment of Investment Advisor Fee Withdrawals?

    By Guest rrocket61, May 18, 2001
    • 2 replies
    • 1.4k views
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    • John G
    • May 18, 2001

31. Using a Roth IRA to save for a down payment on a first home

    By Guest Gregory Bell, March 19, 1999
    • 2 replies
    • 1.8k views
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    • Kathy
    • March 20, 1999

32. UBTI in IRA

    By Guest TPALona, April 24, 2014
    • 2 replies
    • 1.2k views
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    • masteff
    • April 25, 2014

33. IRA provider withholding funds from account owner post-divorce

    By Carla G., March 15, 2024   

    • divorce
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 16, 2024

34. Deductibility Limit for SEPs

    By Guest Joe Vasko, November 29, 2001
    • 2 replies
    • 1.5k views
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    • Appleby
    • December 10, 2001

35. where to get the best roth ira

    By Guest MELANIE C, March 20, 1999
    • 2 replies
    • 1.3k views
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    • John G
    • March 22, 1999

36. 401(k) without a beneficiary

    By Guest Rob O., October 20, 2008
    • 2 replies
    • 3k views
    • 
    • Guest
    • October 20, 2008

37. Early Roth Withdrawls

    By Guest scooter, March 9, 1999
    • 2 replies
    • 1.4k views
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    • John G
    • March 23, 1999

38. Where to get a "GOOD" Roth IRA

    By Guest PTMeinert, December 27, 1999
    • 2 replies
    • 1.6k views
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    • John G
    • December 27, 1999

39. Irs Official Positions?

    By Guest David Hammond CISP, August 15, 2001
    • 2 replies
    • 1.5k views
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    • Bruce Steiner
    • August 16, 2001

40. Looking to rollover and need information

    By Guest stioffan, January 20, 2010
    • 2 replies
    • 1k views
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    • Guest
    • February 24, 2010

41. help on tax implications

    By Guest ah7736, June 12, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • June 22, 2001

42. Can I roll one Roth account into another Roth?

    By Guest mslish, October 18, 2003
    • 2 replies
    • 1.2k views
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    • Guest
    • October 19, 2003

43. Closing an IRA or Roth IRA 1-3 years after opening the account to buy a first house.

    By Guest ginarose4, November 10, 2003
    • 2 replies
    • 1.8k views
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    • WDIK
    • November 10, 2003

44. IRA Rollover

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

45. conflicting performances on mutual funds

    By Guest scotty69, October 18, 2003
    • 2 replies
    • 1.1k views
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    • John G
    • October 19, 2003

46. FY2003 ROTH IRA Contribution

    By Guest dcentguy, April 14, 2005
    • 2 replies
    • 1.2k views
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    • Appleby
    • April 19, 2005

47. How can my 6 year old max out in a Roth IRA?

    By Guest Ted T, April 27, 2001
    • 2 replies
    • 1.7k views
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    • John G
    • April 28, 2001

48. Is % rate gauranteed?

    By Guest MLF, August 15, 2001
    • 2 replies
    • 1.8k views
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    • John G
    • August 16, 2001

49. Rollver Back to Same IRA Within 60 Days

    By Guest EBGEEK, January 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2003

50. trust is beneficiary

    By Scuba 401, December 19, 2012
    • 2 replies
    • 1.2k views
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    • Appleby
    • December 29, 2012