IRAs and Roth IRAs

3,118 topics in this forum

1. Contribute to a Conversion Roth?

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

2. IRA prototypes for insurance companies

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

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

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

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

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

5. Mutual Funds Suited for IRA's

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

6. convert IRA to Roth after retirement

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

7. 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

8. taxable distributions?

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

9. Reporting Options In IRAs

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

10. 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

11. Recharacterizing again

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

12. Maximum contribution to Roth in 2001

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

13. 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

14. IRA distributions when there are after-tax and pre-tax

    By 30Rock, June 25, 2024
    • 5 replies
    • 1.5k views
    • 
    • MDCPA
    • June 27, 2024

15. DEADLINE FOR REMOVING IRA EXCESS CONTRIBUTION

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

16. Minimum Deposit Required for ROTH

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

17. Date Of Birth For Beneficiary

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

18. Age Restriction

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

19. QDRO and IRA distributions

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

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

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

21. Are we allowed to own both a Roth and and trad. IRA at the same time?

    By Guest jmarvin, December 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • John G
    • December 4, 2006

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

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

23. Roth Recharacterization question

    By bzorc, March 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 23, 2001

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

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

25. 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

26. Allowed Roth Assets

    By Guest Sherman Baggett, May 9, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • May 10, 2001

27. 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

28. Keough 2002 changes

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

29. 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

30. Timing of Roth Contribution

    By Guest Richard VandenBrul, February 6, 2000
    • 5 replies
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 2000

31. Tax exemption and Roth IRA eligibility

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

32. Ineligible Roth IRA contributions

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

33. 401(k) to Rollover to Roth

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

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

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

35. Rollover to Roth IRA?

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

36. Refusing to be benefitiary ?

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

37. roth ira

    By Guest chasbo, March 26, 2002
    • 3 replies
    • 1.5k views
    • 
    • John G
    • March 27, 2002

38. roth

    By Guest johnny been, January 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2002

39. I may be in a great place to convert trad-to-Roth IRA: help me confirm

    By Guest riknmari, February 21, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • February 22, 2001

40. SEP to a Roth

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

41. Too much taxable amount on 1099-R

    By Guest heike, January 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 1999

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

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

43. rollover from roth ira to qualified plan?

    By Guest Moira, October 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 14, 2006

44. Roth and Traditional Income Limits/Taxable Contributions

    By Guest Mr.P, December 28, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 29, 2005

45. Attribution

    By Guest u2achtungbaby, June 21, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 5, 2001

46. pre 59 1/2 Roth Distribution

    By Guest mrvasquez, February 1, 2004
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 2, 2004

47. Traditional AND Roth

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

48. Already contributed for '08 but will exceed income to be eligible?

    By Guest jalkelly, May 17, 2008
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • May 21, 2008

49. What do all these terms mean?

    By Guest Hawaiian_Kalohi, June 1, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 2001

50. IRA Transfer

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