IRAs and Roth IRAs

3,120 topics in this forum

1. Report interest made on a Roth IRA to the IRS?

   By Guest Dawn Thomas, March 10, 2001
   • 2 replies
   • 1.5k views
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   • John G
   • March 11, 2001

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

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

3. Contributions to 98 & 99

   By Kathy, March 9, 1999
   • 2 replies
   • 1.5k views
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   • John G
   • March 10, 1999

4. REQUIRED MINIMUM DISTRIBUTION RULES JUST CHANGED!

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

5. 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
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   • John G
   • February 17, 2000

6. Question

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

7. Converted Roth /1st time home purchase/5 year hold not met/ Can I make

   By Guest, October 26, 2000
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • October 27, 2000

8. Transfer of Closely Held StockProhibited Transactions

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

9. 17 Year Old With Question

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

10. Minimum Deposit Required for ROTH

    By Guest Jamie R. Bingaman, February 28, 2000
    • 1 reply
    • 1.5k views
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    • John G
    • February 28, 2000

11. Date Of Birth For Beneficiary

    By Guest Taxwoman, August 3, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • August 6, 2001

12. Roth Maximum Contribution - Non-Working Spouse

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

13. Is this a permitted IRA investment?

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

14. early withdrawl question (roth)

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

15. Age 70 1/2 Rule

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

16. Contribute to a Conversion Roth?

    By Guest emba129, December 26, 1998
    • 4 replies
    • 1.5k views
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    • John G
    • November 30, 1999

17. IRA Transfer

    By Guest furlanod, May 12, 2006
    • 1 reply
    • 1.5k views
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    • Appleby
    • May 12, 2006

18. Can UTMA custodians make rollover distributions?

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

19. What happens in the event of divorce, when a participant is taking sub

    By Guest DDDlump, January 9, 2002
    • 3 replies
    • 1.5k views
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    • BPickerCPA
    • January 10, 2002

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

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

21. Finanical Aid Consequences of a Roth IRA

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

22. Number of IRAs for a family...

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

23. 1998 tax year original Roth conversion to Traditional IRA

    By Guest TerryS, April 3, 2006
    • 2 replies
    • 1.5k views
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    • Guest
    • April 6, 2006

24. Taxes on Roth Withdrawal.

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

25. SEP to a Roth

    By Guest Awramik, December 26, 1998
    • 3 replies
    • 1.5k views
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    • Guest
    • December 29, 1998

26. Usury Laws applying to Roth IRA loans

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

27. taxable distributions?

    By Guest bob1, March 12, 2007
    • 2 replies
    • 1.5k views
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    • Appleby
    • March 20, 2007

28. convert IRA to Roth after retirement

    By Guest gerry jordan, January 18, 2001
    • 1 reply
    • 1.5k views
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    • John G
    • January 18, 2001

29. Age Restriction

    By Guest Nate Haines, July 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • July 9, 1999

30. Refusing to be benefitiary ?

    By John G, August 31, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • August 31, 1999

31. QDRO and IRA distributions

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

32. Mutual Funds Suited for IRA's

    By Guest msutton, March 6, 1999
    • 3 replies
    • 1.5k views
    • 
    • John G
    • March 8, 1999

33. Maximum contribution to Roth in 2001

    By Guest Lyric, December 26, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2001

34. withdrawal and redeposit in same year for income shifting?

    By Guest retro, June 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • June 26, 2010

35. Was Form 8606 necessary in 2000 for a 1998 conversion?

    By Guest Lonnie_parry, April 21, 2001
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • April 22, 2001

36. IRA prototypes for insurance companies

    By Guest amfam2, January 28, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 2002

37. Reporting Options In IRAs

    By mathead, April 10, 2009
    • 4 replies
    • 1.5k views
    • 
    • John G
    • April 11, 2009

38. Tax/penalty treatment of conversion amts after five yrs, before 59.5?

    By Guest ncarl55469, January 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Kathy
    • January 4, 1999

39. Recharacterizing again

    By Guest Steven D Holland, December 1, 2000
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • December 2, 2000

40. if I only have misc income (post doc grant): can I still contribute

    By Guest postdoc, April 28, 2004
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • April 30, 2004

41. Transfer mistake

    By Guest john2, January 13, 2002
    • 3 replies
    • 1.5k views
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    • JAMES PATRICK
    • January 15, 2002

42. If an IRA owns an interest in an LLC, is this a prohibited transaction

    By Guest Tara Curran, January 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • January 24, 2001

43. IRA owner permitted to recharacterize ’98 conversion in 2001-2002

    By Appleby, December 17, 2001
    • 4 replies
    • 1.5k views
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    • Appleby
    • December 27, 2001

44. TY1998 with a negative net income and a prematurely-funded Roth IRA ($

    By Guest ewittemd, December 28, 1999
    • 3 replies
    • 1.5k views
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    • BPickerCPA
    • December 28, 1999

45. DEADLINE FOR REMOVING IRA EXCESS CONTRIBUTION

    By Guest Shelton, April 5, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 11, 2001

46. Roth IRAs, 403b's, etc...

    By Guest sethwm, October 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • October 29, 2002

47. Rollover to Roth IRA?

    By Guest gte118f, September 23, 2004
    • 5 replies
    • 1.5k views
    • 
    • John G
    • September 27, 2004

48. Ineligible Roth IRA contributions

    By J Simmons, November 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • November 12, 2015

49. Keough 2002 changes

    By Guest JasonMC, March 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 1, 2002

50. MRD involving both an IRA with funds and a separate IRA annuity -- how

    By BPickerCPA, December 28, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 28, 1999