IRAs and Roth IRAs

3,118 topics in this forum

1. New Roth IRA

   By Guest ironworm, April 27, 2010
   • 3 replies
   • 1.6k views
   • 
   • John G
   • January 6, 2011

2. New Roth IRA and 401k limits; Roth 401k

   By Guest ferrad, October 8, 2000
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • October 8, 2000

3. new Roth Ira Prospect

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

4. new roth limits and college planning

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

5. new rules for 2005. conversion trad to roth ira

   By Guest nmchigger, June 14, 2005
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • July 21, 2005

6. New Split-Refund Form Available for Public Comment

   By Appleby, August 31, 2006
   • 4 replies
   • 1.5k views
   • 
   • Appleby
   • September 1, 2006

7. New Tax Law - Roth IRA for Everyone?

   By Guest wdc, June 5, 2006
   • 4 replies
   • 1.9k views
   • 
   • txdd
   • June 7, 2006

8. New to investing seeking a bit of advise on Roth..

   By Guest mandoris, January 4, 2000
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • January 6, 2000

9. NEW to IRA's

   By Guest cstew, January 24, 2006
   • 3 replies
   • 1.9k views
   • 
   • GBurns
   • January 24, 2006

10. new to Roth IRA ... where to start

    By Guest pastrami, November 19, 2003
    • 12 replies
    • 5.2k views
    • 
    • Guest
    • May 5, 2004

11. New to Roth IRA, eyeing Templeton World A.

    By Guest liza, February 4, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • February 13, 2004

12. New to this

    By Guest nwcats, May 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • papogi
    • May 9, 2002

13. New York law prohibits automatic rollovers?

    By Übernerd, December 8, 2006
    • 0 replies
    • 1.2k views
    • 
    • Übernerd
    • December 8, 2006

14. New! Health Savings Account Answer Book Now Available

    By Gary Lesser, August 23, 2005
    • 0 replies
    • 1k views
    • 
    • Gary Lesser
    • August 23, 2005

15. newbie

    By Guest bigz67, December 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • December 2, 2003

16. Newbie needs help on 401K, Roth IRA and IRAs

    By Guest kmg30, February 16, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 17, 2006

17. Newbie quest on Roth IRA

    By Guest BluMensa, July 20, 2006
    • 3 replies
    • 1.7k views
    • 
    • John G
    • July 24, 2006

18. Newbie to Board -- Question re Roth Conversion

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

19. newbie to Roth IRA-questions

    By Guest Fia Yi, October 13, 2000
    • 4 replies
    • 1.7k views
    • 
    • John G
    • October 16, 2000

20. Newbie: What exactly do I ""do with the money I put in my Roth IRA?

    By Guest carrrottt09, February 8, 2005
    • 6 replies
    • 1.4k views
    • 
    • John G
    • February 11, 2005

21. Newcomer to the roth IRA plan

    By Guest McToth, March 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • March 14, 2005

22. News Regs for Old Bene's: Applicable?

    By Guest reg_h2b, May 14, 2001
    • 2 replies
    • 1.4k views
    • 
    • Fred Payne
    • May 25, 2001

23. No 8606 filed for a nondeductable trad IRA.

    By Guest Bwth, April 1, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 3, 1999

24. No beneficiary & community property state

    By benefitsguru, July 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • July 23, 2014

25. No beneficiary designation

    By Guest WilliamWells, February 5, 2008
    • 7 replies
    • 3.5k views
    • 
    • masteff
    • February 13, 2008

26. No beneficiary named under a Traditional IRA, but the spouse is the sole beneficiary and the executor of the estate

    By katieinny, November 18, 2010
    • 7 replies
    • 10.1k views
    • 
    • John G
    • January 6, 2011

27. No minimum auto. deposit Roth mutual fund families.

    By Guest Stoughton, February 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 8, 1999

28. No retirement plan, AGI in excess of $160K, Roth contribution eligible

    By Guest William Brooks, April 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 6, 2001

29. No TIN Estate for IRA Beneficiary

    By Guest Penny40, September 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2002

30. Noload or low maint. Roth

    By Guest Al Dyer, March 6, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 8, 1999

31. non deducted ira

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

32. non deductible IRA

    By D Lewis, February 25, 2013
    • 3 replies
    • 1.3k views
    • 
    • D Lewis
    • February 26, 2013

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

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

34. Non model SEP and Qualified Plan Adopted

    By Dougsbpc, March 27, 2023
    • 6 replies
    • 2.2k views
    • 
    • CuseFan
    • March 28, 2023

35. non spouse beneficiary

    By Gary, May 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • May 21, 2010

36. Non traditional investments in pension plans

    By Guest MitchG10, November 11, 2001
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 21, 2001

37. Non-deductable contributions 6% penalty

    By Guest MICHAEL WESTRIVER, March 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 1999

38. non-deductible conversions

    By Guest jhenry, November 15, 2001
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • November 19, 2001

39. Non-Designated Spouse Beneficiary

    By Guest Patrick Foley, July 21, 2003
    • 6 replies
    • 2.4k views
    • 
    • Appleby
    • July 25, 2003

40. NON-Qualified Disclaimers IN IRAs

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

41. non-qualified distributions of contributions

    By Guest john fitz, December 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 28, 2001

42. Non-resident legal alien contributions to IRAs.

    By Guest Catherine, October 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2000

43. Non-residents and Roth IRA's

    By Guest csimon2799, March 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 3, 2001

44. Non-Spousal Inherited IRAs

    By JAY21, October 9, 2007
    • 2 replies
    • 2k views
    • 
    • dmwe
    • November 2, 2007

45. Non-spousal rollover fact pattern

    By billfgrady, November 9, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • November 10, 2006

46. Non-Spouse Beneficiary death bene to a Roth IRA?

    By Guest Ben S, October 3, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2002

47. Non-spouse beneficiary of Roth IRA

    By joel, August 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • August 18, 2014

48. Non-spouse beneficiary Options

    By Lori Foresz, February 9, 2004
    • 4 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • February 15, 2004

49. Non-spouse Inherited IRA and trust questions

    By Spencer, January 28, 2014   

    • Inherited IRA
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • January 29, 2014

50. non-spouse inherited IRA; can some of account be taken in cash and balance transferred as a Trustee-to Trustee transfer?

    By Guest jusducki, February 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • February 9, 2004