IRAs and Roth IRAs

3,118 topics in this forum

1. IRA beneficiary designation in conflict

   By k man, March 24, 2000
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • March 26, 2000

2. Finding IRAs of the deceased

   By Guest pocahontas13, January 13, 2005
   • 2 replies
   • 1.5k views
   • 
   • John G
   • January 13, 2005

3. 401(k) in addition to IRA

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

4. Nondeductible part of IRA to Roth

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

5. Surviving spouse elections

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

6. IRA Distribution Question

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

7. 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

8. Deadline for correcting an IRA excess contribution?

   By Guest Shelton, April 3, 2001
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • April 3, 2001

9. Saver's credit AGI ; Rollover included?

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

10. Best place to open a Roth?

    By Guest mark_s_mullen, September 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 1999

11. Roth IRA excess contribution

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

12. 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

13. Starting a Roth or Traditional Ira

    By Guest becca, July 3, 2002
    • 3 replies
    • 1.5k views
    • 
    • papogi
    • July 12, 2002

14. Mutual Funds

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

15. 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

16. Roll post-tax money into a Roth IRA?

    By Guest gfowler, August 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • papogi
    • August 15, 2002

17. Question

    By Guest Mary T, October 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2001

18. IRA beneficiary designation pre-divorce

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

19. Required Distributions for Beneficiaries

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

20. Non-spouse beneficiary Options

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

21. 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

22. Is this a permitted IRA investment?

    By Guest landgcpas, November 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • November 14, 2001

23. Can UTMA custodians make rollover distributions?

    By Guest Rissa, February 17, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 17, 2009

24. 17 Year Old With Question

    By Guest brettsim, January 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 24, 2002

25. Proposed Retirement Savings Account Question

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

26. 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

27. Exceeded 1999 Roth IRA Contributions - Accidentally

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

28. Tradional IRA to Roth IRA

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

29. REQUIRED MINIMUM DISTRIBUTION RULES JUST CHANGED!

    By Guest John L. Olsen, CLU, ChFC, January 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2001

30. Conversion Tax Question

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

31. How old does one have to be to start a ROTH?

    By Guest derykb, January 14, 2004
    • 4 replies
    • 1.5k views
    • 
    • John G
    • January 30, 2004

32. HELP!! I guess it is time for me to buy an IRA (Roth). Which do I buy

    By Guest Jeffrey M, February 15, 2000
    • 5 replies
    • 1.5k views
    • 
    • John G
    • February 17, 2000

33. 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

34. 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

35. MAGI for married couple

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

36. 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

37. 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

38. Usury Laws applying to Roth IRA loans

    By Guest LLane, March 29, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2004

39. early withdrawl question (roth)

    By Guest pdog101, July 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 21, 2005

40. 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

41. Age 70 1/2 Rule

    By Guest widower, March 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 11, 2001

42. 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

43. ROTH contibutions with AGI above limit via Whole Life Insurance.

    By Guest PennyBags, May 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 1999

44. Taxes on Roth Withdrawal.

    By Guest jgs123, December 11, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2000

45. 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

46. IRA providers

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

47. Finanical Aid Consequences of a Roth IRA

    By Guest Mark Friz, November 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 6, 1999

48. Number of IRAs for a family...

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

49. Transfer of Closely Held StockProhibited Transactions

    By Guest gaham, January 13, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 13, 1999

50. Roth Maximum Contribution - Non-Working Spouse

    By Guest golfsd, April 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • April 26, 2000