IRAs and Roth IRAs

3,118 topics in this forum

1. Death benefit Rollover

   By Guest mark824, February 24, 2010
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • February 25, 2010

2. 60 day loan from IRA with a catch...

   By Guest Doogie61, March 23, 2010
   • 2 replies
   • 1.2k views
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   • Guest
   • March 27, 2010

3. Out of $ to pay tax installment due because of 98 conversion.

   By Guest tabrams, February 24, 2000
   • 2 replies
   • 1.3k views
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   • John G
   • February 24, 2000

4. 10% Early withdrawl penalty

   By Guest P Taft, April 11, 2001
   • 2 replies
   • 1.7k views
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   • Guest
   • April 11, 2001

5. When is a Person a Disqualified Person? 24%? 49%? of Stock in IRA

   By Guest wdallas, January 28, 2005
   • 2 replies
   • 1.2k views
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   • Guest
   • January 31, 2005

6. Avoiding 10% premature distribution penalty

   By SMB, October 1, 2008
   • 2 replies
   • 2.6k views
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   • ERISAnut
   • October 1, 2008

7. Reporting excess ROTH earnings

   By Guest sammy2, April 8, 2004
   • 2 replies
   • 1.1k views
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   • Appleby
   • April 9, 2004

8. too many IRA's

   By Guest maxx, February 25, 2000
   • 2 replies
   • 1.4k views
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   • John G
   • February 27, 2000

9. 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

10. Mixing Roth IRA Contributions

    By Guest batberf, August 2, 2002
    • 2 replies
    • 1.9k views
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    • John G
    • August 2, 2002

11. Lost my job; can I get money out of my Roth IRA due to hardship?

    By Guest patman, October 1, 2003
    • 2 replies
    • 3.1k views
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    • mbozek
    • October 2, 2003

12. Convert? What about my Child Credit??

    By Guest Eric, December 7, 1998
    • 2 replies
    • 1.7k views
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    • Guest
    • December 8, 1998

13. Tax Payments on Converted Roth IRA

    By Guest yzheng, April 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 1999

14. HOW/WHERE to download Roth IRA form.....

    By Guest TJ Hobson, April 11, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

15. Recharacterization and earnings calculation

    By Guest cjsanders, December 7, 2000
    • 2 replies
    • 1.8k views
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    • John G
    • December 7, 2000

16. Roth IRA and Minimum Age

    By Guest cls78730, August 26, 2002
    • 2 replies
    • 1.7k views
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    • papogi
    • August 29, 2002

17. Sell of Real Estate

    By Archimage, March 8, 2004
    • 2 replies
    • 2.2k views
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    • QDROphile
    • March 8, 2004

18. ? Re Roth IRA Eligibility and Disbility Income

    By Guest twokatmew, October 25, 2005
    • 2 replies
    • 1.7k views
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    • Guest
    • October 27, 2005

19. One or Two accounts?

    By Guest Trill, February 28, 2000
    • 2 replies
    • 1.4k views
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    • John G
    • February 29, 2000

20. Roth Ira contributions

    By Guest bonnie_kelsey@hotmail.com, March 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 2002

21. Short Term Capital gains and Roth IRA

    By Guest Rusty, April 22, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 23, 1999

22. low minimum to open Roth?

    By Guest jbandkb, August 5, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 6, 2004

23. Questions about IRA conversion and 401K rollover

    By Guest JoeMac, March 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2000

24. Trustee Administrative Feese

    By Guest tcd, May 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 2002

25. IRA

    By Guest elang, August 23, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 24, 2012

26. Converting Inherited IRA to Roth IRA

    By Guest Albert Lin, December 9, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 9, 1998

27. Conversion to Roth in Year Turning 70 1/2

    By Guest Wade Jackson, March 4, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • March 4, 2002

28. ROTH IRA and ROTH 401k Contribution

    By Pammie57, October 31, 2019
    • 2 replies
    • 991 views
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    • spiritrider
    • November 6, 2019

29. Maximum contributions to Roth, deductible and non-deductible IRAs

    By Guest Lyric, April 24, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 27, 1999

30. Excessive Roth contributions?

    By Guest Daniel Shedd, March 4, 2000
    • 2 replies
    • 1.4k views
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    • John G
    • March 6, 2000

31. "Borrowing" from a Roth IRA

    By Guest Sandra Biermann, April 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • John Olsen
    • April 28, 1999

32. Contributory Roth MAGI with Roth Conversions

    By Guest Mart89in, December 9, 1998
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 9, 1998

33. Treatment of contribution rolled into a Roth IRA

    By Guest P A Weick, April 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 29, 1999

34. Nonbank Trustee Approval Process

    By Guest RMM, December 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 8, 2002

35. IRA Conversion

    By Guest Pinewood, December 9, 1998
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 9, 1998

36. Investment Loss in Roth IRA account

    By Guest katjab, February 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 4, 2002

37. Distributions to a beneficiary's beneficiary.

    By katieinny, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • RTK
    • November 12, 2002

38. Savings Bonds and Roth IRAs

    By Guest freshair, July 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • John G
    • July 11, 2007

39. Can I contribute for my child with no SS#?

    By Guest brazzell, October 24, 2000
    • 1 reply
    • 1.7k views
    • 
    • John G
    • October 25, 2000

40. Losses on Roth IRA Distribution

    By Guest losses, February 19, 2002
    • 1 reply
    • 1.8k views
    • 
    • John G
    • February 19, 2002

41. IRA Distribution

    By Guest peachy, May 10, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 10, 2003

42. Relating to Roth Ira varying investments

    By Guest JGerman268, January 31, 2005
    • 1 reply
    • 1k views
    • 
    • John G
    • January 31, 2005

43. Marriage & contributions

    By Guest eggraid101, April 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 7, 2006

44. Inherited IRAs

    By Guest Bearlee, April 15, 2008
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 21, 2008

45. 10% penalty - Age over 59 1/2

    By Guest RBWarinner, December 8, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 9, 1998

46. Creditor Protection

    By Guest Jim Brennan, March 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • May 4, 1999

47. Stretch IRAs and the new rules

    By Guest Jeanne, October 25, 2001
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • October 25, 2001

48. Coverdell ESA

    By Felicia, January 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 5, 2011

49. Recharacterizing to the original Roth conversion?

    By Guest dap, December 9, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 10, 1998

50. unforeseen acquisition

    By Biz Develop Consultant BJF, December 7, 2021
    • 1 reply
    • 702 views
    • 
    • Luke Bailey
    • December 9, 2021