IRAs and Roth IRAs

3,120 topics in this forum

1. Do you have to report 1998 Roth Contributions?

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

2. Tradional IRA to Roth IRA

   By Guest jschweitzer, January 9, 2002
   • 2 replies
   • 1.5k views
   • 
   • John G
   • January 9, 2002

3. Nondeductible part of IRA to Roth

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

4. Investment mistaken as a distribution by custodian.

   By Flight33, April 3, 2014
   • 4 replies
   • 1.5k views
   • 
   • masteff
   • April 4, 2014

5. Early withdrawls from Roth IRAs

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

6. 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

7. Deductible Ira And 401k

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

8. Entrust

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

9. Proposed Retirement Savings Account Question

   By Guest jsucic, March 2, 2004
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 2, 2004

10. Irs Official Positions?

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

11. Income required for Roth contributions

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

12. Trust as Beneficiary

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

13. Married filing separately/Excess contributions

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

14. 401(k) in addition to IRA

    By Guest booboo, March 18, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 1999

15. Roth IRA excess contribution

    By Guest kapil, March 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 7, 2006

16. Conversion Tax Question

    By Guest terbo, December 19, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 20, 2001

17. Roth IRA and Roth 401(k)

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

18. We're married and filing separate tax returns. Can we start Roths?

    By Guest Carl Ryan, July 16, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • July 19, 2000

19. Do I pay Income TAX on Capital Gains/Dividens etc. made in a ROTH?

    By Guest Bernard, June 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 7, 1999

20. Mutual Funds

    By Guest jayhawker, January 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 27, 2006

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

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

22. Surviving spouse elections

    By Guest Christine, December 17, 1998
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • December 22, 1998

23. 401(k) to Rollover to Roth

    By Guest Guacamole, September 23, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

24. roth ira qualifications

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

25. Guidelines on Roth inheritance planning for 30/40 somethings.

    By John G, March 28, 1999
    • 6 replies
    • 1.5k views
    • 
    • John G
    • April 3, 1999

26. Direct Transfer from Qualified Plan to IRA in Error

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

27. Saver's credit AGI ; Rollover included?

    By Guest jd175, November 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 2002

28. Can you convert a Roth IRA to the new Retirement Savings Account (RSA) or Lifetime Savings Account (LSA)?

    By Guest ENDER, February 5, 2005
    • 3 replies
    • 1.5k views
    • 
    • dh003i
    • March 7, 2005

29. After tax IRA (not Roth)contributions made. Who decides which funds a

    By Guest irr7342, May 25, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • May 26, 2001

30. What abour a U.S. taxpayer with only foreign source wages?

    By Guest kje, December 22, 1998
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 25, 1998

31. Non-spouse beneficiary Options

    By Lori Foresz, February 9, 2004
    • 4 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • February 15, 2004

32. Traditional AND Roth

    By Guest tgille, September 1, 2005
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • September 6, 2005

33. Exceeded 1999 Roth IRA Contributions - Accidentally

    By Guest mmmcmar, September 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 18, 2000

34. Mr. T Pity's the Fool who Doesnt have IRA's!

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

35. Can I reconvert a recharacterized IRA in 2001 before extended filing d

    By Guest, April 22, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 23, 2001

36. IRA beneficiary designation pre-divorce

    By Guest mieumom, October 5, 2009
    • 1 reply
    • 1.5k views
    • 
    • John G
    • October 30, 2009

37. Selecting a "Broker/Bank" to help open a ROTH IRA.

    By Guest syncmasterp, September 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • September 26, 2000

38. 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

39. Broker converted half (instead of all) my IRA to Roth IRA by Dec 31-Fi

    By Guest joanne, January 15, 1999
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

40. Is a Roth IRA subject to maximum limitation of its FMV and is it subje

    By Guest FIFO_kid, June 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • June 25, 2000

41. 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

42. MAGI for married couple

    By Guest jsp123, March 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 17, 1999

43. IRA Distribution Question

    By bzorc, April 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • April 27, 2004

44. Q on value of Trad IRA's on Form 8606

    By Guest skrambo, January 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 29, 2000

45. Help-IRA custodian refuses to recharacterize 1998 Roth conversion requ

    By Guest bdf, April 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • May 1, 2000

46. IRA providers

    By Guest cecile, September 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • John G
    • September 2, 1999

47. Termination of IRA

    By Guest Stevo, February 1, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 1, 2001

48. Moved during "spread-out-over-four-year" period of 1998 Roth

    By Guest raf5de6k, February 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 1, 2001

49. Tax exemption and Roth IRA eligibility

    By Guest cindylee, April 7, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 7, 2006

50. Required Distributions for Beneficiaries

    By Guest robertcusick, March 30, 2000
    • 4 replies
    • 1.5k views
    • 
    • John Olsen
    • March 30, 2000