IRAs and Roth IRAs

3,123 topics in this forum

1. Does the recent tax law change permit the rollover of after-tax 401(k)

   By Guest jpersa, January 3, 2002
   • 6 replies
   • 1.8k views
   • 
   • Appleby
   • January 19, 2002

2. eligibility question

   By Guest bbennett, January 19, 2002
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • January 19, 2002

3. Transfer variable annuity to Roth IRA?

   By Guest vic7, January 17, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 17, 2002

4. Roth Conversion 5 Year Period

   By Guest Lucee, January 13, 2002
   • 4 replies
   • 1.7k views
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   • Guest
   • January 17, 2002

5. Will This Disrupt My Pre 59 1/2, 72t (SES) Distributions?

   By Guest irr7342, January 14, 2002
   • 3 replies
   • 2k views
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   • BPickerCPA
   • January 16, 2002

6. Help with IRA's

   By Guest copeemmy, January 16, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • January 16, 2002

7. SEP IRA to IRA

   By Guest JasonMC, January 14, 2002
   • 1 reply
   • 1.4k views
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   • BPickerCPA
   • January 15, 2002

8. Can New RMD Rules be used by beneficiary?

   By Guest Shelton, January 14, 2002
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • January 15, 2002

9. Transfer mistake

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

10. Roth IRA really better?

    By Guest abunai, January 14, 2002
    • 1 reply
    • 1.5k views
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    • John G
    • January 14, 2002

11. 2001 Roth Contributions

    By Guest Sky, January 14, 2002
    • 1 reply
    • 1.3k views
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    • Guest
    • January 14, 2002

12. Tax credits

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

13. Roth IRA Unconvert

    By Guest Paul throop, January 13, 2002
    • 3 replies
    • 1.7k views
    • 
    • John G
    • January 14, 2002

14. Can I open a second Roth IRA with a different IRA custodian?

    By Guest iraquestion, January 12, 2002
    • 2 replies
    • 2.1k views
    • 
    • John G
    • January 14, 2002

15. Contributions to Traditional and Roth IRA for 2001?

    By Guest ff5561, January 5, 2002
    • 8 replies
    • 2.4k views
    • 
    • John G
    • January 14, 2002

16. Reporting IRA conversions

    By Guest billbill, January 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • January 12, 2002

17. Roth to Traditional IRA

    By Guest Jim Payne, January 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • BPickerCPA
    • January 11, 2002

18. family roth IRA stock account

    By Guest qqhrr, January 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 11, 2002

19. ROTH as investment vehicle for kids college

    By Guest simbarat, January 9, 2002
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 10, 2002

20. non deducted ira

    By Guest sdieddie, January 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2002

21. What happens in the event of divorce, when a participant is taking sub

    By Guest DDDlump, January 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 10, 2002

22. California non-conformance

    By Guest bandorp, January 8, 2002
    • 6 replies
    • 1.6k views
    • 
    • BPickerCPA
    • January 10, 2002

23. Using my Roth IRA to pay student loans

    By Guest sherylm07, January 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 10, 2002

24. Tradional IRA to Roth IRA

    By Guest jschweitzer, January 9, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • January 9, 2002

25. roth

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

26. Using Money From The Sale Of Inherited Land?

    By Guest ptmoney1, January 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 8, 2002

27. Tradition to Roth IRA Conversion with Capital Loss

    By Guest xyzabc123, January 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 8, 2002

28. Are you required to withdraw after turning 70?

    By Guest forester, January 7, 2002
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • January 7, 2002

29. Rollover to Roth IRA

    By Guest mkelly, January 7, 2002
    • 1 reply
    • 1.2k views
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    • wmyer
    • January 7, 2002

30. can I use excess capital loss carryforward to pay tax due on a Roth ch

    By Guest Moneypenny, January 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

31. can a 1yr old with income have a roth?

    By Guest jrysavy, January 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • John G
    • January 7, 2002

32. New requirements

    By Guest John&Barb, January 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • January 7, 2002

33. What are IRS reportability requirements of Roth IRA transactions

    By Guest donoharm, January 5, 2002
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • January 7, 2002

34. Excessive contribution to a traditional IRA

    By Guest criesi, December 31, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 6, 2002

35. Am I eligible?

    By Guest AmyNick, January 5, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 5, 2002

36. I have creditors calling about my credit. Will they be able to touch

    By Guest leisa, January 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • January 4, 2002

37. Updated Tables for RMD Calcs?

    By Christine Roberts, January 3, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 4, 2002

38. roth distributions taxable overseas, (particularly in Australia) ?

    By Guest willk, November 20, 2001
    • 1 reply
    • 2k views
    • 
    • Appleby
    • January 3, 2002

39. Trust is beneficiary??????

    By Guest AFRICA6796, December 31, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 31, 2001

40. Last Day to Fund a ROTH IRA

    By Guest bryanbloom, December 31, 2001
    • 2 replies
    • 1.6k views
    • 
    • JAMES PATRICK
    • December 31, 2001

41. Traditional to Roth Conversion

    By Guest billbill, December 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 31, 2001

42. Roth Conversion via Spousal Rollover

    By Guest reg_h2b, December 26, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 28, 2001

43. Another "who is the beneficiary?”

    By Guest AFRICA6796, December 28, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 28, 2001

44. Who is the beneficiary

    By Guest AFRICA6796, December 28, 2001
    • 3 replies
    • 1.7k views
    • 
    • BPickerCPA
    • December 28, 2001

45. Maximum contribution to Roth in 2001

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

46. deductions for college

    By Guest mbg98, July 3, 2001
    • 5 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • December 28, 2001

47. non-qualified distributions of contributions

    By Guest john fitz, December 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 28, 2001

48. IRA owner permitted to recharacterize ’98 conversion in 2001-2002

    By Appleby, December 17, 2001
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • December 27, 2001

49. Using a Roth IRA for childs education

    By Guest ryally, November 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • JAMES PATRICK
    • December 27, 2001

50. Simple IRAs and Roth IRAs

    By Guest redhead_7561, December 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • December 27, 2001