IRAs and Roth IRAs

3,120 topics in this forum

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

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

2. Roth Recharacterization question

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

3. Allowed Roth Assets

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

4. IRAs invests in LLC investment pool

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

5. Roth IRA Contribution Loophole

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

6. Unqualified Withdrawals

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

7. Recharacterizing a 1998 Roth because of poor stock performance

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

8. Roth IRA used to fund Trust

   By Guest rjbuys, May 19, 1999
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • May 21, 1999

9. Withdrawing From A Roth IRA before 59.5

   By Run4life, July 26, 2020
   • 4 replies
   • 1.5k views
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   • Belgarath
   • August 3, 2020

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

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

11. Recharacterizing a 2000 Roth conversion due to high AGI

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

12. roth ira

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

13. roth

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

14. Taking Roth money to buy farm.

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

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

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

16. Roth and Traditional Income Limits/Taxable Contributions

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

17. 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
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    • Appleby
    • February 22, 2001

18. Bank rollover

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

19. Spousal IRA's

    By Guest Donna Henderson, July 31, 2001
    • 3 replies
    • 1.5k views
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    • Michael Devault
    • August 1, 2001

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

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

21. Recharacterization done after deadline- recourse?

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

22. Too much taxable amount on 1099-R

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

23. IRA Tax Planning - Something New?

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

24. rollover from roth ira to qualified plan?

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

25. Roth IRA holdings

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

26. How many?

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

27. Dissolution of Roth

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

28. New to investing seeking a bit of advise on Roth..

    By Guest mandoris, January 4, 2000
    • 4 replies
    • 1.5k views
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    • Guest
    • January 6, 2000

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

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

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

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

31. Partial Conversions

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

32. Inherited Roth IRA

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

33. Recharacterization of Roth IRA after taxes have been withheld

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

34. ROTH IRA Problem

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

35. Conversion from traditional IRA to Roth IRA

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

36. Attribution

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

37. Traditional IRA vs Roth IRA

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

38. IRA Required Minimum Distributions

    By Guest SteveHample, November 14, 2001
    • 1 reply
    • 1.5k views
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    • Appleby
    • November 14, 2001

39. What do all these terms mean?

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

40. Deductibility Limit for SEPs

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

41. Why a Roth IRA?

    By Guest Wolfpac, March 24, 1999
    • 5 replies
    • 1.5k views
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    • Guest
    • March 29, 1999

42. 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
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    • Guest
    • January 14, 2000

43. pre 59 1/2 Roth Distribution

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

44. Roth IRA Tax Help

    By Guest Tom McGurgan, September 13, 2000
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • September 15, 2000

45. Income

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

46. Traditional IRA Annuity with nondeductible contributions

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

47. How Do I start an IRA

    By Guest dshoward, January 5, 2001
    • 1 reply
    • 1.5k views
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    • John G
    • January 6, 2001

48. Limitations on types of funds eligible for conversion to Roth

    By Guest tarhealer, March 27, 2001
    • 2 replies
    • 1.5k views
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    • BPickerCPA
    • March 28, 2001

49. Roth and Substantially Equal Payments

    By Guest LB, December 18, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 19, 1998

50. How to report Roth IRA contribution?

    By Guest ncquaker, March 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 29, 2001