IRAs and Roth IRAs

3,118 topics in this forum

1. 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

2. Contribution of appreciated stock

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

3. No 8606 filed for a nondeductable trad IRA.

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

4. Status of RSSA 2000?

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

5. 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
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   • jevd
   • January 27, 2005

6. What if we exceed the AGI amount?

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

7. My first Roth

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

8. What exactly is pentalized and/or taxed ?

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

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

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

10. Late Recharacterization from Roth IRA to Regular IRA

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

11. Income Limitations for Roth IRA's

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

12. Self Directed IRA - purchased stock in C Corp

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

13. Withdrawal of initial deposit

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

14. Roth IRA for a Child

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

15. Annuity valuation & RMD's

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

16. Stocks or Funds for 25 year starter?

    By Guest shaselai, January 3, 2007
    • 5 replies
    • 1.5k views
    • 
    • John G
    • January 4, 2007

17. Roth conversion and nondeductibe IRA

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

18. 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

19. Rollover contribution to Inherited IRA

    By Guest Shelton, May 20, 2002
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

20. help.........

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

21. Purchasing vested company options within traditional IRA

    By Guest e39dinan, April 15, 2011
    • 4 replies
    • 1.5k views
    • 
    • John G
    • April 21, 2011

22. 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

23. Max contributions and Roth dates

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

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

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

25. 401kwithdrawl/traditional IRA rollover

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

26. 401(k) & roth ira

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

27. Roth IRA and Roth 401(k)

    By DTH, December 12, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 12, 2005

28. 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

29. Converting Annuities to IRA

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

30. The four-year spread -- can you use it "piecemneal"?

    By Guest Charlene Ives, March 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 22, 1999

31. Income required for Roth contributions

    By Guest Bob Owens, June 15, 2001
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • June 29, 2001

32. Married filing separately/Excess contributions

    By Guest Tammy W., February 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 12, 2001

33. educational savings with roths

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

34. Entrust

    By eilano, July 23, 2002
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • July 23, 2002

35. 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

36. Early withdrawls from Roth IRAs

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

37. Trust as Beneficiary

    By Guest PIDGE, July 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 23, 2002

38. Roth IRA really better?

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

39. Deductible Ira And 401k

    By Guest Moneypenny, February 4, 2002
    • 4 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 11, 2002

40. Dollar Cost Averaging?

    By Guest jchen78@gmail.com, October 11, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 11, 2007

41. Age Limit for IRA Contribution

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

42. Do you have to report 1998 Roth Contributions?

    By Guest swilsonw, January 7, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 13, 1999

43. 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

44. roth ira qualifications

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

45. Irs Official Positions?

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

46. 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

47. 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

48. is this worth it?

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

49. Direct Transfer from Qualified Plan to IRA in Error

    By Guest andyr, June 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2005

50. I love IRA's, they are so cool

    By Guest gidgit, March 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 20, 2001