IRAs and Roth IRAs

3,118 topics in this forum

1. non-spouse rollover

   By Guest lskin, June 8, 2006
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • June 9, 2006

2. Non-spouse rollover to IRA

   By Guest pclinch, December 13, 2006
   • 5 replies
   • 1.9k views
   • 
   • Bird
   • December 29, 2006

3. Non-spouse Roth beneficiary - no RMDs taken

   By CBCPA, February 15, 2019
   • 1 reply
   • 895 views
   • 
   • card
   • February 15, 2019

4. Non-taxable settlement money is not earned income for Roth IRA purpose

   By Guest gpero, October 26, 2000
   • 5 replies
   • 12.1k views
   • 
   • david rigby
   • January 28, 2018

5. Non-traditional Student beginner to investing

   By Guest laheyc82, July 16, 2008
   • 7 replies
   • 1.6k views
   • 
   • John G
   • July 17, 2008

6. Non-US citizen -- IRA rollover permitted?

   By katieinny, September 4, 2018   

   • no longer living in us.
   • 2 replies
   • 1.7k views
   • 
   • Appleby
   • September 11, 2018

7. Nonbank Trustee Approval Process

   By Guest RMM, December 27, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 8, 2002

8. NonBank Trustees

   By Guest LBBarr, September 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 4, 2001

9. Nondeductable Roth IRA Contributions

   By Guest JPB1, April 15, 2004
   • 2 replies
   • 1k views
   • 
   • John G
   • April 16, 2004

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

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

11. nondeductible IRA contributions and $45k limit for d/c plans

    By Guest kprhok, August 16, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2007

12. Nondeductible part of IRA to Roth

    By Guest jwguess, December 14, 1998
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • December 15, 1998

13. Nondudctible IRA converted to Roth IRA

    By Guest Karen Miranda, March 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • March 8, 2002

14. Nonmarketable investment distributions and Roth conversion

    By Guest djph, September 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2009

15. Not sure which to use?

    By Guest SnakPac, June 28, 2004
    • 6 replies
    • 1.3k views
    • 
    • dh003i
    • June 30, 2004

16. Notice 2000-30

    By Guest CGoldberg, June 6, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 6, 2000

17. notice CP2000 and avoiding double taxation

    By metalmagpie, November 10, 2015
    • 6 replies
    • 2.4k views
    • 
    • Bird
    • November 12, 2015

18. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

    By dameni, September 1, 2017
    • 0 replies
    • 561 views
    • 
    • dameni
    • September 1, 2017

19. Number of IRAs for a family...

    By Guest MelsMontanaDraft, October 16, 2002
    • 3 replies
    • 1.5k views
    • 
    • John G
    • October 22, 2002

20. NYS and NYC taxes on the Roth

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 31, 1998

21. Of QVECs, VDECs and Minimum Distributions

    By rocknrolls2, September 2, 1999
    • 0 replies
    • 2.1k views
    • 
    • rocknrolls2
    • September 2, 1999

22. Off topic - September 11

    By John G, September 12, 2003
    • 0 replies
    • 1.7k views
    • 
    • John G
    • September 12, 2003

23. OK to designate trustee of my Will as IRA's Beneficiary

    By jane123, September 19, 2003
    • 2 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 19, 2003

24. OK to rollover contributions and earnings from a tax-deferred annuity?

    By Guest Melissa Winslow, March 31, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2000

25. Old Pension client on disability... $ in IRA now & wants to withdrawl

    By K-t-F, January 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 5, 2004

26. OLD ROTH

    By Guest SRajan, January 18, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2001

27. One $5,000. contribution in January?

    By Guest Gracey, November 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • John G
    • January 4, 2013

28. One IRA Rollover per Year Rule

    By Pension RC, March 3, 2016
    • 4 replies
    • 1.1k views
    • 
    • Pension RC
    • March 4, 2016

29. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • January 26, 2021

30. One or Two accounts?

    By Guest Trill, February 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 29, 2000

31. Open a Roth IRA or max out 401k?

    By Guest Tkriger, April 18, 2006
    • 5 replies
    • 1.9k views
    • 
    • John G
    • May 8, 2006

32. Open IRA for 10 year old?>

    By Guest barry myster, July 7, 2007
    • 6 replies
    • 2.2k views
    • 
    • John G
    • July 14, 2007

33. Open IRA in decedent's name...

    By chris, March 10, 2003
    • 19 replies
    • 4.8k views
    • 
    • jevd
    • September 12, 2003

34. Open Roth IRA for 2001 after filing 2001 return?

    By Guest cecbur, March 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • March 24, 2002

35. Opened a Roth IRA and can convert traditional IRA into Roth IRA?

    By Guest CSL, March 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 11, 2001

36. Opening a Roth

    By Guest droffart, September 4, 1999
    • 2 replies
    • 1.5k views
    • 
    • Kathy
    • September 7, 1999

37. Opening a Roth IRA

    By Guest Barbie, August 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999

38. Opening a ROTH IRA

    By Guest Michellie, January 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 23, 2002

39. Opening a Roth IRA

    By Guest Mellow, September 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 10, 2002

40. Opening Multiple Roth IRA Accounts

    By Guest jeffn, January 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 4, 1999

41. Options Trading in IRA

    By Guest mlee, May 19, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • May 20, 2004

42. Order Transferring IRA Subject to Divorce.

    By Thornton, November 30, 2021
    • 3 replies
    • 2.8k views
    • 
    • Appleby
    • December 2, 2021

43. Original Roth contribution withdrawal.

    By Guest brown882, December 6, 2001
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • December 6, 2001

44. Our family's dairy farm is selling and we'd like to buy a lot and build a house - how do avoid capital gains

    By Dairy Farmer, June 19, 2024
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • June 19, 2024

45. Out of $ to pay tax installment due because of 98 conversion.

    By Guest tabrams, February 24, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • February 24, 2000

46. Outlawing Recharacterizations

    By OxLobber, December 8, 2017
    • 5 replies
    • 772 views
    • 
    • XTitan
    • December 8, 2017

47. over - contribution in Roth IRA. what now?

    By Guest snowandh2o, December 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • December 7, 2004

48. overseas income

    By Guest okanemochi, July 21, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 22, 2002

49. Partial conversion of SEP to Roth - what amount can I convert without paying taxes?

    By Guest ac_onion, October 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 2, 2003

50. Partial Conversions

    By John G, August 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • August 11, 1999