IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA Contribution Loophole

   By Guest redlenses, March 21, 2006
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • March 21, 2006

2. Recharacterization of Roth IRA after taxes have been withheld

   By Guest MarkK, February 9, 1999
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • February 10, 1999

3. Taking Roth money to buy farm.

   By Guest Jeff Berlet, January 14, 2001
   • 5 replies
   • 1.5k views
   • 
   • JAMES PATRICK
   • January 16, 2001

4. IRA Tax Planning - Something New?

   By Guest mjl325, October 4, 2004
   • 5 replies
   • 1.5k views
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   • Guest
   • October 22, 2004

5. How many?

   By Guest pblevens, January 26, 2002
   • 2 replies
   • 1.5k views
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   • John G
   • February 7, 2002

6. Dissolution of Roth

   By Randy Watson, December 8, 2008
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • December 11, 2008

7. Transfer mistake

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

8. Recharacterization done after deadline- recourse?

   By Guest AFRICA6796, November 13, 2001
   • 2 replies
   • 1.5k views
   • 
   • BPickerCPA
   • November 19, 2001

9. A beginner's(also a Non-PR) question about ROTH IRA

   By Guest tonyzhao, January 11, 2005
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • January 21, 2005

10. Roth Icome limits

    By Guest paulsan, April 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • April 28, 2002

11. Traditional IRA vs Roth IRA

    By Guest Arthur Miranda, October 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 2001

12. Partial Conversions

    By John G, August 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • August 11, 1999

13. Termination of IRA

    By Guest Stevo, February 1, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 1, 2001

14. Conversion from traditional IRA to Roth IRA

    By Guest bchauvin, March 12, 2006
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 14, 2006

15. Deductibility Limit for SEPs

    By Guest Joe Vasko, November 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • December 10, 2001

16. Recharacterizing a 1998 Roth because of poor stock performance

    By Guest Bill Ward, March 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 20, 2001

17. Can I have both a Roth and a Trad IRA?

    By Guest mcq0306, March 3, 2002
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 4, 2002

18. Traditional IRA Annuity with nondeductible contributions

    By Guest marlo, March 6, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2002

19. IRAs invests in LLC investment pool

    By Oh so SIMPLE, June 23, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 2, 2010

20. Recharacterize? If after converting can I revalue my portfolio for ta

    By Guest brbrick, January 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 9, 1999

21. Inherited Roth IRA

    By Guest Cleveland Matt, October 13, 2009
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • October 13, 2009

22. Roth IRA holdings

    By Guest erock34, June 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 30, 2000

23. Bank rollover

    By John G, April 5, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 1999

24. Custodial ROTH for a sibling w/o earned income

    By Guest asia280, December 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • December 29, 2000

25. Income

    By Fisher, July 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • July 20, 2009

26. Help-IRA custodian refuses to recharacterize 1998 Roth conversion requ

    By Guest bdf, April 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • May 1, 2000

27. Multiple accounts

    By Guest travler, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 12, 2002

28. ROTH IRA Problem

    By Guest, April 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • April 3, 2001

29. 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

30. Recharacterizing a 2000 Roth conversion due to high AGI

    By Guest sjcassarino, March 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 8, 2001

31. Can I contribute to my roth if I operated at a loss

    By Guest phatgitl151, August 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • August 24, 2001

32. Husband and wife's AGI together is about $180,000. Is this divided in

    By Guest casper, January 13, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 14, 2000

33. 1998 tax year original Roth conversion to Traditional IRA

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

34. Why a Roth IRA?

    By Guest Wolfpac, March 24, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 1999

35. Can you transfer funds from one company Roth to another company Roth without penalty?

    By Guest smrk89, January 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • January 18, 2004

36. IRA Required Minimum Distributions

    By Guest SteveHample, November 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 14, 2001

37. Open Roth IRA for 2001 after filing 2001 return?

    By Guest cecbur, March 23, 2002
    • 4 replies
    • 1.4k views
    • 
    • JAMES PATRICK
    • March 24, 2002

38. Is it permissable to accelerate the remaining 3/4 of my Roth conversio

    By Guest, December 28, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 1999

39. Taxable amount of conversions

    By Guest skrambo, April 10, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 1999

40. Roth IRA used to fund Trust

    By Guest rjbuys, May 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • May 21, 1999

41. Combining and IRA and an SEP IRA

    By Guest rondom, April 2, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2005

42. Roth to 529 without penalties?

    By Guest mku, October 17, 2006
    • 3 replies
    • 1.4k views
    • 
    • John G
    • October 19, 2006

43. SEP IRA's and (k) Plans

    By Guest CGBS, January 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 2001

44. Non-Spouse Beneficiary death bene to a Roth IRA?

    By Guest Ben S, October 3, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2002

45. RMDs

    By Felicia, December 2, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 3, 2004

46. In the case of death, do IRA proceeds go directly to the named benefic

    By Guest Alex Anderson, March 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 28, 2001

47. Establishment of IRA

    By Guest cease, January 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 30, 2004

48. Roth IRA at a credit union

    By Guest zosoo7, April 8, 2003
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 10, 2003

49. Required distributions after death of 73-year-old IRA owner

    By Guest tsmith69, July 4, 2000
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • July 6, 2000

50. Minimum Required Distribution in year of death

    By Guest HIPAAdrome, October 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • October 17, 1999