IRAs and Roth IRAs

3,121 topics in this forum

1. roth ira and ira

   By Guest josh9469, June 21, 2002
   • 1 reply
   • 1.3k views
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   • wmyer
   • June 21, 2002

2. State Conformity and EGTRRA

   By Guest TaxBill, June 14, 2002
   • 1 reply
   • 1.2k views
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   • david rigby
   • June 14, 2002

3. Coding of 1099R for Substantially Equal Perodic Payments post 59 1/2

   By Guest Fishchick, June 4, 2002
   • 2 replies
   • 2.1k views
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   • Guest
   • June 11, 2002

4. AMEX Mutual Fund

   By Guest BigAl, May 10, 2002
   • 14 replies
   • 6.9k views
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   • John G
   • June 10, 2002

5. Assigning the right of inherited IRA assets- what are the effects?

   By Guest Shelton, June 5, 2002
   • 2 replies
   • 2.3k views
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   • mbozek
   • June 6, 2002

6. How many rollovers allowed per year?

   By Richard Anderson, June 5, 2002
   • 3 replies
   • 2.8k views
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   • John G
   • June 6, 2002

7. 401K After-Tax Contributions

   By Guest BigAl, June 5, 2002
   • 2 replies
   • 1.4k views
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   • Appleby
   • June 5, 2002

8. First Time Homeowner

   By Guest cmauronyc, June 3, 2002
   • 2 replies
   • 1.3k views
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   • BPickerCPA
   • June 4, 2002

9. Education Savings Account-trade Commission Issue

   By Guest Taxwoman, June 4, 2002
   • 0 replies
   • 1.2k views
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   • Guest
   • June 4, 2002

10. Roth IRA Rules for US Citizen Living in Canada

    By Guest Kevbob, May 15, 2002
    • 3 replies
    • 3.1k views
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    • Guest
    • June 4, 2002

11. Roth Ira/nondeductible IRA

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

12. Question on early withdrawl

    By Guest summerdreams, June 3, 2002
    • 4 replies
    • 1.5k views
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    • papogi
    • June 3, 2002

13. Substantially Equal Payments to avoid 10% penalty

    By MarZDoates, May 31, 2002
    • 5 replies
    • 2.1k views
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    • MarZDoates
    • May 31, 2002

14. Amended and restated documents

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

15. Nondeductible IRA Catch-up contributions????

    By Guest kriggins, May 28, 2002
    • 1 reply
    • 1.4k views
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    • Appleby
    • May 29, 2002

16. Ira

    By Guest JFBEARB, May 24, 2002
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • May 24, 2002

17. RMD Final Regs

    By Guest Jeanne, May 22, 2002
    • 3 replies
    • 1.4k views
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    • Appleby
    • May 22, 2002

18. QDRO and IRA distributions

    By Guest DDDlump, May 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

19. Withdrawal of initial deposit

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

20. Tax Forms For Roth's

    By Guest BigAl, May 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • May 22, 2002

21. Rollover contribution to Inherited IRA

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

22. Need help with Roth IRA's

    By Guest JarG0n, May 20, 2002
    • 2 replies
    • 1.3k views
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    • John G
    • May 21, 2002

23. Conversion: IRA to Roth

    By Guest BigAl, May 6, 2002
    • 4 replies
    • 1.7k views
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    • Guest
    • May 20, 2002

24. roth ira.....socila security

    By Guest syrinx1976, May 19, 2002
    • 1 reply
    • 1.3k views
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    • John G
    • May 19, 2002

25. EGTRRA Default IRA

    By Guest JMKirschbaum, May 15, 2002
    • 7 replies
    • 2.2k views
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    • mbozek
    • May 16, 2002

26. Trustee Administrative Feese

    By Guest tcd, May 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 2002

27. Roth IRA Disability Income

    By Guest Mary Rinaldi, May 14, 2002
    • 1 reply
    • 2.1k views
    • 
    • papogi
    • May 14, 2002

28. Moving out of country

    By Guest Timbit, May 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 14, 2002

29. SAR-SEP Eligibility, Testing & Vesting

    By Guest JimJ, May 13, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2002

30. Post 55 distribution from Pension Cashout w/ no penalty?

    By Guest irr7342, May 10, 2002
    • 5 replies
    • 1.8k views
    • 
    • Michael Devault
    • May 11, 2002

31. ROTH IRA Mutual Funds

    By Guest BigAl, May 9, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • May 10, 2002

32. Who Is The Beneficiary

    By Appleby, May 7, 2002
    • 6 replies
    • 2.2k views
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    • BPickerCPA
    • May 9, 2002

33. New to this

    By Guest nwcats, May 9, 2002
    • 2 replies
    • 1.5k views
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    • papogi
    • May 9, 2002

34. SAR-SEP Contribution Limit

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

35. How to handle an overcontribution

    By Guest gpohl, May 3, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 7, 2002

36. Stock Trades within a ROTH IRA

    By Guest sgj, May 7, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • May 7, 2002

37. Conversion and recharacterization questions

    By Guest ivyngcobb, May 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • May 7, 2002

38. Can I start a Roth IRA for my adult son?

    By Guest IEngel, May 5, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • May 7, 2002

39. Rules for dipping into IRAs for down payment on a house.

    By Guest Lyric, May 4, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2002

40. Roth IRAs

    By Guest Stiggy, April 30, 2002
    • 12 replies
    • 2k views
    • 
    • Guest
    • May 4, 2002

41. Can I contribute MORE than $2000 as a single taxpayer in any given yea

    By Guest Paulaanne, May 3, 2002
    • 2 replies
    • 1.3k views
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    • John G
    • May 3, 2002

42. Borrowing from Roth IRA for 60 days and then returning the same securi

    By Guest Alexspencer, May 2, 2002
    • 3 replies
    • 1.9k views
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    • mbozek
    • May 3, 2002

43. College Student Trying to Make the Right Decisions

    By Guest akawej, May 3, 2002
    • 1 reply
    • 1.2k views
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    • John G
    • May 3, 2002

44. Roth Recharacterization

    By Guest ivyngcobb, May 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2002

45. Separate accounts under the NEW minimum required distribution regulati

    By Guest Martin Silfen, January 18, 2001
    • 16 replies
    • 3k views
    • 
    • Guest
    • May 2, 2002

46. Traditional IRA Conversion?

    By Guest machIcj, April 28, 2002
    • 10 replies
    • 2.2k views
    • 
    • John G
    • May 2, 2002

47. 401K Rollovers - IRS Approval

    By Guest BigAl, April 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • April 29, 2002

48. Roth Icome limits

    By Guest paulsan, April 27, 2002
    • 2 replies
    • 1.5k views
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    • mbozek
    • April 28, 2002

49. Roth income limits for 2002

    By Guest paulsan, April 27, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 27, 2002

50. After-tax Rollovers

    By Guest turbodiesel39, April 25, 2002
    • 8 replies
    • 2.6k views
    • 
    • Appleby
    • April 26, 2002