IRAs and Roth IRAs

3,120 topics in this forum

1. special IRA living trust

   By Guest tsmith69, August 24, 2000
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • August 25, 2000

2. What if we exceed the AGI amount?

   By Guest lisa9wong, March 17, 2000
   • 4 replies
   • 1.5k views
   • 
   • John G
   • March 17, 2000

3. PPA and Inherited IRAs

   By Guest zora, June 19, 2007
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • June 19, 2007

4. Link to full text of final Roth IRA regulations issued by IRS 2/4/99

   By Dave Baker, February 4, 1999
   • 0 replies
   • 1.5k views
   • 
   • Dave Baker
   • February 4, 1999

5. Max contributions and Roth dates

   By Guest tdstunte, January 11, 2001
   • 1 reply
   • 1.5k views
   • 
   • Michael Devault
   • January 12, 2001

6. Self Directed IRA - purchased stock in C Corp

   By Spencer, April 30, 2015
   • 4 replies
   • 1.5k views
   • 
   • Spencer
   • May 12, 2015

7. rolling over variable life annuities

   By Guest pcrawf, October 11, 2004
   • 1 reply
   • 1.5k views
   • 
   • Ron Snyder
   • October 11, 2004

8. Deduct Capital Loss in Roth IRA

   By Guest rallred, August 27, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 27, 2001

9. Active participant on w-2

   By ombskid, December 21, 2010
   • 3 replies
   • 1.5k views
   • 
   • ombskid
   • December 21, 2010

10. Amended returns to correct nondeductible IRA to Roth?

    By Guest Steve Palmer, February 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 24, 2002

11. Roth IRA redemption for 1st time home-buyer

    By Guest Bak, February 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 29, 2000

12. Are we allowed to own both a Roth and and trad. IRA at the same time?

    By Guest jmarvin, December 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • John G
    • December 4, 2006

13. Does PPA allow non-spouse rollovers from IRAs?

    By M Norton, October 16, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • October 17, 2006

14. January 31 RMD reporting requirement (& 2003 5498)

    By Guest RJM, November 7, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • November 14, 2003

15. Stock Shares for Roth Contribution

    By Guest Eli John, February 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 28, 2001

16. What exactly is pentalized and/or taxed ?

    By Guest Terry Shaw, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 9, 2001

17. Roth recharacterization back to IRA

    By Cathy from Chicago, April 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • Cathy from Chicago
    • April 4, 2003

18. Roth IRA for a Child

    By Guest King, November 30, 1999
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 12, 1999

19. Contributing to a Roth IRA from overseas earnings

    By Guest N. Whyte, February 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • February 17, 2000

20. Converting Annuities to IRA

    By Guest jimheil, June 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • John Olsen
    • June 19, 1999

21. My first Roth

    By Guest jido, April 8, 2002
    • 5 replies
    • 1.5k views
    • 
    • John G
    • April 8, 2002

22. Put money into a Roth IRA and now need to get it back out to avoid pen

    By Guest csimard, December 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • December 13, 2000

23. Where to get rollover IRA with funds I want?

    By Guest Zelly Miller, August 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 14, 2001

24. Status of RSSA 2000?

    By Guest David Hammond CISP, October 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 19, 2000

25. Late Recharacterization from Roth IRA to Regular IRA

    By Guest memarama76, December 19, 2005
    • 4 replies
    • 1.5k views
    • 
    • John G
    • December 23, 2005

26. Withdrawal of initial deposit

    By Guest pbwiz98, May 22, 2002
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

27. Roth IRA at a credit union

    By Guest zosoo7, April 8, 2003
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 10, 2003

28. 401(k) & roth ira

    By Guest vinnie2shoes, May 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • John G
    • May 30, 2008

29. Contribution of appreciated stock

    By Guest Jerry E, January 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • January 6, 2000

30. 401kwithdrawl/traditional IRA rollover

    By Guest ztcsmd, February 14, 2004
    • 3 replies
    • 1.5k views
    • 
    • John G
    • February 16, 2004

31. Roth conversion and nondeductibe IRA

    By Guest Bob Monte, February 27, 2002
    • 5 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • March 2, 2002

32. Annuity valuation & RMD's

    By Guest jppcpa, February 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 14, 2006

33. Good and bad experiences with trust companies that allow exotic investments

    By Peter Gulia, April 28, 2014   

    • self-directed IRAs
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • April 30, 2014

34. Income Limitations for Roth IRA's

    By Guest ddimitry, April 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • April 11, 2002

35. Starting a Roth or Traditional Ira

    By Guest becca, July 3, 2002
    • 3 replies
    • 1.5k views
    • 
    • papogi
    • July 12, 2002

36. Anyone know much about TRPrice Roth-the $50 monthly debit one? Info pl

    By Guest tomeki28, February 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 25, 2002

37. 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

38. No 8606 filed for a nondeductable trad IRA.

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

39. How to handle excess Roth IRA contribution

    By nkaufman, August 9, 2021
    • 4 replies
    • 1.5k views
    • 
    • nkaufman
    • August 9, 2021

40. Roth IRA really better?

    By Guest abunai, January 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 14, 2002

41. IRA beneficiary designation in conflict

    By k man, March 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 26, 2000

42. Correction of excess contribution w/o paying 6% penalty?

    By Guest amfam2, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 2003

43. help.........

    By Guest chris g, April 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 21, 2001

44. is this worth it?

    By Guest quaspro, April 7, 2004
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • April 9, 2004

45. Still confused about 10% penalty on Roth IRA withdrawals (from conversion amounts) for over age 59.5

    By Guest rkal66, January 26, 2005
    • 4 replies
    • 1.5k views
    • 
    • jevd
    • January 27, 2005

46. educational savings with roths

    By Guest Angie Horn, October 2, 1999
    • 5 replies
    • 1.5k views
    • 
    • John G
    • October 7, 1999

47. Age Limit for IRA Contribution

    By Cathy from Chicago, April 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • April 28, 2003

48. Deadline for correcting an IRA excess contribution?

    By Guest Shelton, April 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2001

49. If a person 10-year averages a distribution from a 401(k) plan in exce

    By Guest David Reardon, January 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • January 5, 2000

50. Can Tax Return Be Amended if in first 4 yrs. have large cap. gain?

    By Guest SoDarnGoodLooking, December 16, 1998
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 18, 1998