IRAs and Roth IRAs

3,118 topics in this forum

1. ROth Account distribution

   By Guest Tundra88, April 3, 2006
   • 2 replies
   • 1.4k views
   • 
   • John G
   • April 6, 2006

2. Individual Roth IRA

   By Guest wats369, June 19, 2001
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 19, 2001

3. Direct Deposit

   By Guest brettsim, January 31, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 31, 2002

4. 401(k) into Roth IRA

   By Guest Jennif102, December 4, 2007
   • 2 replies
   • 1.8k views
   • 
   • Appleby
   • December 4, 2007

5. Non-spouse Inherited IRA and trust questions

   By Spencer, January 28, 2014   

   • Inherited IRA
   • 2 replies
   • 1.3k views
   • 
   • masteff
   • January 29, 2014

6. $100,000 Maximum AGI for Roth

   By Guest rschramm, April 8, 1999
   • 2 replies
   • 1.5k views
   • 
   • John G
   • April 8, 1999

7. IRA Contribution deadline- Fiscal year

   By jane123, May 19, 2005
   • 2 replies
   • 1.8k views
   • 
   • Gary Lesser
   • May 21, 2005

8. Compensation for IRA purposes

   By Guest Misty Glass, November 18, 1998
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • November 30, 1998

9. Roth conversion + new deposits?

   By Guest Sunshine Karen, December 23, 2001
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 24, 2001

10. Rollover after death

    By Bruce Steiner, November 1, 2004
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • November 4, 2004

11. roth IRA conversion and state income tax

    By Guest ed wang, February 8, 2001
    • 2 replies
    • 2.5k views
    • 
    • Mary Kay Foss
    • October 13, 2002

12. Tax credits

    By Guest kenbehrens, January 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • January 14, 2002

13. I put in too much this year!

    By Guest pochacco, March 18, 2002
    • 2 replies
    • 1.6k views
    • 
    • BPickerCPA
    • March 20, 2002

14. combining IRAs (one is from a Keogh)

    By Gudgergirl, March 23, 2010
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 27, 2010

15. Taxable amount of conversions

    By Guest skrambo, April 10, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 11, 1999

16. Implicatons of changing investments

    By Guest John Neipert, January 18, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2001

17. Pecuniary Bequest

    By jane123, April 22, 2005
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 25, 2005

18. 1998 tax year original Roth conversion to Traditional IRA

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

19. HELP! Where are the 5498 instructions?

    By Guest RJMOB, October 31, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2007

20. The Roth IRA 5 Year waiting period Start Date

    By Guest, February 11, 2000
    • 2 replies
    • 2.6k views
    • 
    • John G
    • February 12, 2000

21. Need brilliant revelation

    By Guest greygreen, August 25, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2000

22. Are their cost or commissions for trading stocks inside a ROTH

    By Guest fatboyslim1, July 14, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • July 30, 2005

23. 403(b) vs 401(k)-- enlighten me please!

    By Guest Lyric, April 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 1999

24. Roth IRA trustees?

    By Guest Diana D, July 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • papogi
    • July 12, 2002

25. First Time Homeowner

    By Guest cmauronyc, June 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • BPickerCPA
    • June 4, 2002

26. Question about penalty with Roth IRA

    By Guest xerox01, August 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2004

27. Dollar cost averaging or lump sum contributions?

    By Guest K Johns, April 12, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • April 12, 1999

28. How much is the least amount you can put into an IRA per year?

    By Guest Duchess Renea, May 2, 2001
    • 2 replies
    • 2.4k views
    • 
    • John G
    • May 3, 2001

29. How do I invest my Roth?

    By Guest Gracey, April 8, 2007
    • 2 replies
    • 1.7k views
    • 
    • John G
    • April 17, 2007

30. Need help rolling retirement funds to roth

    By Guest Peter Truong, February 16, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2000

31. Moving out of country

    By Guest Timbit, May 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 14, 2002

32. Coding of 1099R for Substantially Equal Perodic Payments post 59 1/2

    By Guest Fishchick, June 4, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2002

33. Roth IRA Conversion

    By Guest rander, October 22, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 14, 2006

34. qualified plan IRA moved to trad IRA

    By Lori H, January 17, 2006
    • 2 replies
    • 1.8k views
    • 
    • John G
    • January 23, 2006

35. yet another trad to ROTH conversion question

    By Guest annasdayz, February 9, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • February 19, 2001

36. Non traditional investments in pension plans

    By Guest MitchG10, November 11, 2001
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 21, 2001

37. 2010 Conversion of Traditional IRA to a Roth IRA

    By Guest Dressageho, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • August 8, 2009

38. IRA deduction

    By B21, April 24, 2013
    • 2 replies
    • 1.3k views
    • 
    • B21
    • April 25, 2013

39. AFTER LOSING JOB, HOW DO I CONVERT MY DEF. BEN. PLAN TO ROTH?

    By Guest DALED, April 14, 1999
    • 2 replies
    • 1.7k views
    • 
    • John G
    • April 15, 1999

40. New Pre-59½ Distribution Rules

    By Guest Pat Matthews, October 4, 2002
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • October 4, 2002

41. After tax IRA conversion to Roth IRA

    By Fisher, February 2, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 3, 2012

42. Possible Additional Relief For Incorrect Roth Conversions

    By Guest jamesfdavis, April 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • April 15, 1999

43. Taxation of Universal Life Insurance - should an ownership change be t

    By Guest Nadine, October 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Michael Devault
    • October 4, 2001

44. withdrawal of excess contribution to roth IRA

    By Guest phelps, February 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 24, 2004

45. Prohibited Transaction

    By jpod, May 11, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 2009

46. 2010 Traditional IRA conversion to ROTH IRA

    By Guest cbreez, January 24, 2007
    • 2 replies
    • 2.4k views
    • 
    • John G
    • January 29, 2007

47. IRA non spouse beneficiary

    By ombskid, July 23, 2013
    • 2 replies
    • 1.3k views
    • 
    • ombskid
    • July 23, 2013

48. Final date for establishing a year 2000 Roth IRA?

    By Guest Patrick Spell, December 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 29, 2000

49. Unemployed + windfall + Roth IRA?

    By Guest TokyoDan0, March 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

50. Maximum contribution to Roth in 2001

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