IRAs and Roth IRAs

3,118 topics in this forum

1. How Do I start an IRA

   By Guest dshoward, January 5, 2001
   • 1 reply
   • 1.4k views
   • 
   • John G
   • January 6, 2001

2. What are IRS reportability requirements of Roth IRA transactions

   By Guest donoharm, January 5, 2002
   • 1 reply
   • 1.4k views
   • 
   • JAMES PATRICK
   • January 7, 2002

3. IRA or Roth IRA, which one is better ?

   By Guest Andulia, January 27, 2001
   • 1 reply
   • 1.4k views
   • 
   • John G
   • January 28, 2001

4. How to report Roth IRA contribution?

   By Guest ncquaker, March 28, 2001
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • March 29, 2001

5. Pension investment from the UK

   By Guest G Ford, November 14, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 17, 1999

6. Incorrect Roth Contribution

   By bzorc, July 5, 2006
   • 0 replies
   • 1.4k views
   • 
   • bzorc
   • July 5, 2006

7. Spousal IRA's

   By Guest Donna Henderson, July 31, 2001
   • 3 replies
   • 1.4k views
   • 
   • Michael Devault
   • August 1, 2001

8. Personalized Benefit Statements

   By Guest mimisteph, March 1, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 1, 2001

9. Roth and Substantially Equal Payments

   By Guest LB, December 18, 1998
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 19, 1998

10. IRA Mortgage Investments

    By Guest Liell, March 9, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2002

11. withdrawal and redeposit in same year for income shifting?

    By Guest retro, June 26, 2010
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • June 26, 2010

12. IRA Bypass Funding

    By Guest DAW, December 12, 2004
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 12, 2004

13. Minimum distributions from annuity contracts into a Roth.

    By Guest AD, March 4, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2000

14. 72(t)

    By Dobber, April 11, 2022
    • 1 reply
    • 1.4k views
    • 
    • bito'money
    • April 20, 2022

15. Spousal Beneficiary Dies Within Weeks After IRA Owner Under New Regs

    By KJohnson, July 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • July 2, 2002

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

    By Guest tarhealer, March 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 28, 2001

17. IRA's Only Please

    By Guest David Hammond SRS, January 27, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 1999

18. New Home Buyer

    By Guest Spud, July 20, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • July 26, 2001

19. what is the penalty for early withdrawl

    By Guest skelly30, May 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • May 19, 2004

20. Best RothIras to invest

    By Guest enolito, August 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • August 16, 2000

21. IRA dollar maximum?

    By Guest Mac Lewis, April 20, 1999
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 1999

22. Starting a Roth IRA

    By Guest P A Weick, June 24, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • June 24, 1999

23. can i deduct my Roth contribution from 1999 tax return?

    By Guest zm, April 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 7, 2000

24. Roth/401K/IRA

    By Guest Quoinintl, April 16, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2002

25. IRA for Minors Overseas

    By Michael Devault, February 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 22, 2000

26. Inheriting an IRA

    By Guest Donaldson, May 20, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2005

27. Roth Ira

    By Guest machIcj, April 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 8, 2002

28. Looking for college savings suggestions

    By Guest nathannah, May 10, 2001
    • 3 replies
    • 1.4k views
    • 
    • wmyer
    • May 11, 2001

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

    By Guest mandoris, January 4, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 2000

30. RMD Deadline

    By Guest Gregory, February 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 8, 2000

31. Federal Income Tax Treatment of Investment Advisor Fee Withdrawals?

    By Guest rrocket61, May 18, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • May 18, 2001

32. Roth IRA Conversions/Tax Advantage

    By Guest pollyvw, December 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 4, 2000

33. IRA owner over 70-1/2 dies; wife is over 70-1/2 and elects to treat th

    By bzorc, December 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • December 8, 2000

34. Roth IRAs--IRS Admits Rules were incorrect

    By Guest Christine, May 27, 1999
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • May 27, 1999

35. I am afriad of the future of the Roth.

    By Guest beerzkool, August 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • August 19, 2002

36. New to this

    By Guest nwcats, May 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • papogi
    • May 9, 2002

37. IRA duke it out

    By Guest gidgit, March 20, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 20, 2001

38. Roth Ira contributions

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

39. Real Estate investment abroad through Roth IRA

    By Guest sku, March 27, 2009
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 27, 2009

40. Updated Tables for RMD Calcs?

    By Christine Roberts, January 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 4, 2002

41. Will this work? ROTH IRA

    By Guest SprinklerGuy, October 2, 2002
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • October 8, 2002

42. Target Maturity Funds

    By John G, April 13, 2006
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 14, 2006

43. rules

    By Guest bbennett, January 22, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • January 23, 2002

44. Roth Contribution - Basis exceeds FMV

    By Guest DAFoster, March 21, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 21, 2000

45. Converting from 401K to Roth IRA

    By Guest AmyS, July 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 19, 1999

46. Beneficiaries naming beneficiaries.

    By Guest Kathleen Fouquet, February 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 21, 2002

47. Investment mistaken as a distribution by custodian.

    By Flight33, April 3, 2014
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • April 4, 2014

48. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • June 18, 1999

49. Recharecterizing a ROTH to a Traditional IRA

    By Guest Michael Adamitis, November 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • November 27, 2000

50. Raising Roth IRA contribution limit from $2,000 to $5,000

    By Guest Hampton, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • John G
    • February 24, 1999