IRAs and Roth IRAs

3,120 topics in this forum

1. Miscellaneous ROTH questions

   By Guest Everett, April 1, 1999
   • 2 replies
   • 1.2k views
   • 
   • John Olsen
   • April 1, 1999

2. family roth IRA stock account

   By Guest qqhrr, January 11, 2002
   • 2 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • January 11, 2002

3. IRAs subjected to back-up withholding?

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

4. Dividend Reinvestment in a Roth IRA

   By Guest husstang, July 31, 2004
   • 2 replies
   • 4.1k views
   • 
   • JAMES PATRICK
   • August 4, 2004

5. 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

6. IRA and debt

   By Guest lskin, July 7, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • July 7, 2006

7. Roth IRA distribution for qualified higher education expenses

   By Guest tracy007, April 6, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • April 9, 2001

8. Help! $5000 excess Roth IRA contribution to Vanguard in 2002

   By Guest sundance6, January 14, 2004
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 19, 2004

9. No 8606 filed for a nondeductable trad IRA.

   By Guest Bwth, April 1, 1999
   • 2 replies
   • 1.5k views
   • 
   • John G
   • April 3, 1999

10. Permission for late recharacterization granted

    By BPickerCPA, February 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • BPickerCPA
    • February 8, 2001

11. Insurers Requiring QDROs for IRAs?

    By Christine Roberts, June 17, 2004
    • 2 replies
    • 981 views
    • 
    • Christine Roberts
    • June 17, 2004

12. What year was my Roth Conversion 1999 or 2000?

    By John G, January 17, 2000
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • January 17, 2000

13. Can a parent make a Trad/Roth IRA contribution on behalf of a child?

    By Guest amfam2, March 19, 2004
    • 2 replies
    • 7.3k views
    • 
    • John G
    • March 21, 2004

14. Taxes/penalties on conversion to Roth

    By Guest Lyric, March 21, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 1999

15. Deadline to set up new roth ira account and have it count in the curre

    By Guest klaussmith, April 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 7, 2001

16. Roth IRA or Education IRA??

    By Guest lstolty, September 6, 2001
    • 2 replies
    • 1.3k views
    • 
    • txdd
    • September 6, 2001

17. Roth IRA conversion tax loss

    By Guest daddybob, March 7, 2006
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • March 8, 2006

18. Exceeded 1999 Roth IRA Contributions - Accidentally

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

19. Roth IRA Start Up Questions

    By Guest VanessaB, February 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lame Duck
    • February 2, 2004

20. pre-2008 roth 401(k) rollovers

    By Guest Mr. Kite, August 4, 2007
    • 2 replies
    • 2k views
    • 
    • masteff
    • September 18, 2007

21. RMD, 60-day rollover, and qualified charitable distribution (QCD)

    By BonoConsilio, May 13, 2011
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • May 14, 2011

22. Household Expenses, etc paid from IRA

    By Guest Bizitchie, October 1, 2014
    • 2 replies
    • 985 views
    • 
    • ESOP Guy
    • October 1, 2014

23. Total Contribution Limit to 401k and IRA Limit is $10,000, Should Roth

    By Guest Bwth, April 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 3, 1999

24. Roth Conversion Issue

    By bzorc, September 25, 2023
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • September 25, 2023

25. How to claim tax loss for diminishing ROTH IRA account

    By Guest khunpit, July 9, 2001
    • 2 replies
    • 4.2k views
    • 
    • John G
    • July 10, 2001

26. Convert Traditional IRA To Roth

    By Guest theskid, March 31, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 2, 2003

27. Rules on Trusts as Beneficiaries

    By Tinman, April 4, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 7, 2007

28. Roll money from 401k to IRA to Roth?

    By Guest JKrowiak, September 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2000

29. what is ...

    By Guest dragonfly, April 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • April 9, 2001

30. IRA Conversion to Roth IRA

    By mjf06241972, March 29, 2020
    • 2 replies
    • 800 views
    • 
    • JOH
    • March 30, 2020

31. Comingled 401K transfer into existing funded IRA account

    By Guest SusanS, March 28, 1999
    • 2 replies
    • 2k views
    • 
    • Kathy
    • April 5, 1999

32. Recharacterization window closed for good on 1998 conversions?

    By Guest Billy Clyde, January 20, 2000
    • 2 replies
    • 1.3k views
    • 
    • Bruce Steiner
    • January 23, 2000

33. LAID OFF - ROLL 401K TO ROTH IRA?

    By Guest DNAP, May 8, 2008
    • 2 replies
    • 2.3k views
    • 
    • PensionPro
    • May 24, 2008

34. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 2.6k views
    • 
    • austin3515
    • June 23, 2017

35. Early Withdrawal Penalty

    By Mary Kay Foss, December 1, 2001
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 11, 2001

36. how many times per year can you withdrawal from your Roth IRA account?

    By Guest creech2000, January 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 18, 2001

37. where to open a Roth IRA

    By Guest ucat4, April 2, 2006
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 6, 2006

38. Coordinating life expectance distributions for a 57 year old with Medicaid rules

    By katieinny, November 27, 2006
    • 2 replies
    • 1.4k views
    • 
    • katieinny
    • December 1, 2006

39. 401k to Traditional to Roth Taxes

    By Guest AWinOK, January 17, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2000

40. Unqualified Withdrawals

    By TD, July 28, 2023
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • August 1, 2023

41. IRA owner turns age 70 1/2 but dies before RBD

    By Guest Pennysaver, March 25, 2011
    • 2 replies
    • 4.7k views
    • 
    • GMK
    • September 30, 2014

42. IRA trustee for land

    By Dawn Hafner, October 19, 1998
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 20, 1998

43. Prohibited Transaction?

    By chris, January 14, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • January 30, 2000

44. IRA Interest rates.

    By Guest Aja Mace, August 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2001

45. Again, Inherited IRA Question

    By Guest IraSue, February 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • February 20, 2004

46. Rollover after Starting Min Distrib

    By Guest Patti Perdue, November 2, 1998
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • November 4, 1998

47. Are IRA trustees/custodians liable if they leave the filing of Form 99

    By Guest Barbara Coatsw, August 24, 2000
    • 2 replies
    • 4.6k views
    • 
    • Guest
    • September 8, 2000

48. Single and Getting Married...

    By Guest raven36, February 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 19, 2002

49. Can I open a second Roth IRA with a different IRA custodian?

    By Guest iraquestion, January 12, 2002
    • 2 replies
    • 2k views
    • 
    • John G
    • January 14, 2002

50. Multiple Bene MRD Elections?

    By Guest reg_h2b, January 30, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2002