IRAs and Roth IRAs

3,120 topics in this forum

1. Rollver Back to Same IRA Within 60 Days

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

2. trust is beneficiary

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

3. need some help/answers to rollover pension into a traditional IRA

   By Guest caclancy, September 26, 2005
   • 2 replies
   • 3.2k views
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   • david rigby
   • September 26, 2005

4. Waiver of 50% Excise Tax for RMD Failure

   By Guest Dash02, February 7, 2006
   • 2 replies
   • 3.7k views
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   • Guest
   • February 10, 2006

5. 72-T election to withdraw from an IRA prior to age 59 1/2 without pena

   By Guest bink, February 14, 2002
   • 2 replies
   • 2.5k views
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   • Bruce Steiner
   • February 15, 2002

6. Conservative IRA

   By Guest moremoney, August 15, 2003
   • 2 replies
   • 2.6k views
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   • John G
   • August 15, 2003

7. 401(k) rollover of after-tax basis and TurboTax

   By Guest BruceCM, April 15, 2005
   • 2 replies
   • 1.4k views
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   • txdd
   • April 20, 2005

8. New Investor

   By Guest TrueTopper, December 11, 2005
   • 2 replies
   • 1.4k views
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   • John G
   • December 12, 2005

9. Roth Conversion,Roth Rollover--10% Penalty Applies?

   By Guest David Hammond SRS, March 23, 1999
   • 2 replies
   • 2.1k views
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   • Guest
   • March 25, 1999

10. >>Can a "corporation" serve as the custodian of a mino

    By Guest true-1, November 9, 2000
    • 2 replies
    • 1.7k views
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    • John G
    • November 9, 2000

11. Can I put stock in an IRA that is not actively traded?

    By Guest SOSBORNIV, November 10, 2003
    • 2 replies
    • 1.6k views
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    • John G
    • November 11, 2003

12. Real Estate in a Roth IRA.

    By Guest pe6232000, July 10, 2005
    • 2 replies
    • 1.4k views
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    • John G
    • July 30, 2005

13. New to this

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

14. Roth IRA interest rate;

    By Guest bm1stock, February 3, 2003
    • 2 replies
    • 1.5k views
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    • John G
    • February 4, 2003

15. Multiple IRAs

    By Guest rc7744, November 19, 2006
    • 2 replies
    • 1.4k views
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    • John G
    • November 22, 2006

16. Can the Roth plan be rescinded?

    By Guest jd175, October 1, 2002
    • 2 replies
    • 1.2k views
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    • Guest
    • October 2, 2002

17. After-ax Money in IRA Rollovers from Workplace Plans

    By Guest David Hammond CISP, December 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • JAMES PATRICK
    • December 14, 2002

18. RMDs

    By Felicia, January 19, 2007
    • 2 replies
    • 1.3k views
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    • Guest
    • January 19, 2007

19. 70 1/2 distributions

    By Guest revier, September 14, 2004
    • 2 replies
    • 1.1k views
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    • Appleby
    • September 14, 2004

20. What are the current benefits as well as downside to coversion from a

    By Guest Richard Morgan, January 3, 2000
    • 2 replies
    • 1.4k views
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    • Bruce Steiner
    • January 4, 2000

21. Can parents gift their Roth IRA to a child?

    By Guest ednav, December 22, 2000
    • 2 replies
    • 1.7k views
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    • John G
    • December 24, 2000

22. I need your HELP!!!!

    By Guest gokings14, June 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2001

23. roth ira trustees who will hold restricted stock,i.e. small company issues by private placement

    By Guest rx8, February 18, 2004
    • 2 replies
    • 2.1k views
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    • Appleby
    • February 19, 2004

24. Conversion Question

    By Guest captain hero, April 3, 2007
    • 2 replies
    • 1.4k views
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    • Guest
    • April 3, 2007

25. Transferring Mutual Fund to Roth IRA

    By Guest oldman74, May 7, 2008
    • 2 replies
    • 1.8k views
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    • JanetM
    • May 7, 2008

26. Can a person file electronically if contributes to a ROTH IRA?

    By Cathy from Chicago, December 22, 1999
    • 2 replies
    • 1.3k views
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    • Cathy from Chicago
    • January 5, 2000

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

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

28. IRA limits

    By Guest benefitsanalyst, October 1, 2002
    • 2 replies
    • 1.2k views
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    • Guest
    • October 1, 2002

29. Can a parent open a Roth IRA for a child who has not made $2,000 incom

    By Guest jan, March 29, 1999
    • 2 replies
    • 2k views
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    • John G
    • March 29, 1999

30. IRA death distributions to trust-beneficiary

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.9k views
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    • Appleby
    • June 12, 2003

31. Roth IRA Distribution

    By Guest Neil, October 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 1, 2002

32. Which Vanguard Fund?

    By Guest gzwick04, January 30, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • January 30, 2004

33. IRA 60 day rollover short-term loan

    By austin3515, August 28, 2015
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • August 31, 2015

34. Using a ROTH as a down payment on a house

    By Guest lilmishana, March 4, 2004
    • 2 replies
    • 3.1k views
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    • Appleby
    • March 4, 2004

35. Roth Recharacterization back to qualified plan

    By Guest kprhok, January 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2010

36. Reporting prohibited transactions in IRAs

    By Guest lync, July 8, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 2, 2010

37. American Express Roth IRAs???

    By Guest RHAND, September 27, 2001
    • 2 replies
    • 7.3k views
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    • John G
    • September 29, 2001

38. IRA Limits for both deductible contributions and non-deductible contributions

    By Guest jhilliard, February 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2004

39. taxable distributions?

    By Guest bob1, March 12, 2007
    • 2 replies
    • 1.5k views
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    • Appleby
    • March 20, 2007

40. Incorrect Withholding at IRA Withdrawal

    By Guest just started..., February 2, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 2009

41. Where do I go to & how do I start my Roth /IRA or IRA?

    By Guest zoelisbeth, January 29, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 29, 2002

42. IRA Death Benefit

    By Guest Pat Metallic, September 6, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 11, 2006

43. any advice on investing in the S&P 500?

    By Guest wanahave$, May 20, 2004
    • 2 replies
    • 1.7k views
    • 
    • John G
    • May 21, 2004

44. If I need to sell a bad performing stock in my roth ira, what are the tax consequences?

    By Guest tdejar1, July 9, 2004
    • 2 replies
    • 2.4k views
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    • dh003i
    • July 10, 2004

45. Annual SEP to Roth conversions

    By Guest rfopiano, December 27, 2000
    • 2 replies
    • 1.4k views
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    • John G
    • December 28, 2000

46. roth IRA withdrawal and contribution

    By Guest khunpit, July 9, 2001
    • 2 replies
    • 1.7k views
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    • Appleby
    • July 9, 2001

47. Conduit IRA

    By Guest 401kWorker, September 7, 2003
    • 2 replies
    • 2.5k views
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    • Appleby
    • September 8, 2003

48. Can an IRA loan money to an unrelated corporation and the IRA Owner enter into a consulting agreement with that corporation without a PT?

    By Guest BKH, January 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 15, 2004

49. Form 5498 Reporting

    By JOH, March 26, 2020   

    • ira
    • 2 replies
    • 767 views
    • 
    • Arlene Schemm
    • April 9, 2020

50. Roth IRA minimum contribution for minor with earned income

    By Guest aliealie, December 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 27, 2000