IRAs and Roth IRAs

3,118 topics in this forum

1. Ira

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

2. Am I the owner/beneficiary?

   By Guest Alice, May 24, 2002
   • 11 replies
   • 2.3k views
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   • John G
   • July 1, 2002

3. QDRO and IRA distributions

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

4. Tax Forms For Roth's

   By Guest BigAl, May 22, 2002
   • 1 reply
   • 1.2k views
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   • papogi
   • May 22, 2002

5. Withdrawal of initial deposit

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

6. RMD Final Regs

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

7. Rollover contribution to Inherited IRA

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

8. 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

9. roth ira.....socila security

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

10. EGTRRA Default IRA

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

11. Roth IRA Rules for US Citizen Living in Canada

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

12. Trustee Administrative Feese

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

13. Roth IRA Disability Income

    By Guest Mary Rinaldi, May 14, 2002
    • 1 reply
    • 2k views
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    • papogi
    • May 14, 2002

14. Moving out of country

    By Guest Timbit, May 14, 2002
    • 2 replies
    • 1.8k views
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    • david rigby
    • May 14, 2002

15. SAR-SEP Eligibility, Testing & Vesting

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

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

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

17. AMEX Mutual Fund

    By Guest BigAl, May 10, 2002
    • 14 replies
    • 6.6k views
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    • John G
    • June 10, 2002

18. ROTH IRA Mutual Funds

    By Guest BigAl, May 9, 2002
    • 5 replies
    • 1.5k views
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    • John G
    • May 10, 2002

19. New to this

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

20. SAR-SEP Contribution Limit

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

21. Who Is The Beneficiary

    By Appleby, May 7, 2002
    • 6 replies
    • 2.1k views
    • 
    • BPickerCPA
    • May 9, 2002

22. Stock Trades within a ROTH IRA

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

23. Conversion and recharacterization questions

    By Guest ivyngcobb, May 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • May 7, 2002

24. Conversion: IRA to Roth

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

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

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

26. 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

27. How to handle an overcontribution

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

28. 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

29. Roth Recharacterization

    By Guest ivyngcobb, May 3, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2002

30. College Student Trying to Make the Right Decisions

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

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

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

32. Roth IRAs

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

33. 401K Rollovers - IRS Approval

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

34. Traditional IRA Conversion?

    By Guest machIcj, April 28, 2002
    • 10 replies
    • 2.1k views
    • 
    • John G
    • May 2, 2002

35. 401K rollover to IRA, then conversion to ROTHIRA and prorata

    By Guest BigAl, April 28, 2002
    • 15 replies
    • 3.8k views
    • 
    • Appleby
    • October 29, 2004

36. Roth Icome limits

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

37. Roth income limits for 2002

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

38. When should I start to invest?

    By John G, April 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • John G
    • April 25, 2002

39. After-tax Rollovers

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

40. 401K rollover of "after-tax" contributions, and then convert

    By Guest BigAl, April 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • April 25, 2002

41. IRS Releases Revised Model IRA Forms

    By Guest David Hammond CISP, April 24, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 9, 2002

42. Filing status affecting Roth IRA contributions

    By Guest ragdoll, April 24, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2002

43. IRA Chart

    By Guest rydiep, April 22, 2002
    • 2 replies
    • 1.7k views
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    • John G
    • April 23, 2002

44. IRS Extends Deadline for Using Revised IRA Model Documents

    By Guest David Hammond CISP, April 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 22, 2002

45. Roth IRA Contribution Dates

    By Guest Eduardo, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • April 22, 2002

46. ROTH IRA question (headache)

    By Guest joeyboy, April 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 21, 2002

47. IRAs subjected to back-up withholding?

    By Guest Shelton, April 19, 2002
    • 2 replies
    • 2.1k views
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    • Appleby
    • April 26, 2002

48. Requirement for a new Roth IRA Account every year?

    By Guest Liferescue, April 19, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • April 19, 2002

49. Final RMD Regs

    By Guest franky, April 16, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • April 16, 2002

50. Roth/401K/IRA

    By Guest Quoinintl, April 16, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2002