IRAs and Roth IRAs

3,118 topics in this forum

1. 72(t)

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

2. In-kind Minimum Required Distributions

   By Guest John E McGrady III, October 3, 2001
   • 1 reply
   • 1.9k views
   • 
   • BPickerCPA
   • October 4, 2001

3. when's the deadline

   By Guest jlbishop, October 24, 2002
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 24, 2002

4. The 5 Year Roth Clock

   By Guest Mart89in, December 9, 1998
   • 1 reply
   • 1.7k views
   • 
   • BPickerCPA
   • December 10, 1998

5. Recharacterization of part of Roth IRA contributions?

   By Guest LaurieP, March 8, 2000
   • 1 reply
   • 1.6k views
   • 
   • John G
   • March 9, 2000

6. Custodian Question

   By Guest mrcharols, March 11, 2005
   • 1 reply
   • 1.5k views
   • 
   • John G
   • March 11, 2005

7. 401(k) rollover and Roth and then Recharacterization

   By Anonymoose, February 6, 2012
   • 1 reply
   • 2.6k views
   • 
   • masteff
   • February 6, 2012

8. 1999 Roth Contributions

   By Guest jplang, December 9, 1998
   • 1 reply
   • 1.8k views
   • 
   • BPickerCPA
   • December 10, 1998

9. Employer Sponsored Roth IRA

   By Guest J Samuelson, May 7, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 8, 1999

10. Roth IRA contribution types

    By Guest vs, January 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 23, 2001

11. RMD From IRA and 403(b)?

    By Guest irr7342, September 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • September 11, 2001

12. RMDs-Death of IRA owner after RBD.

    By MarZDoates, October 26, 2005
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • October 26, 2005

13. non spouse beneficiary

    By Gary, May 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • May 21, 2010

14. Withdrawls at Age 70.5

    By Guest PD, May 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 10, 1999

15. Do IRAs have interest rates? If so, how to shop for best rate?

    By Guest Zelly Miller, September 21, 2000
    • 1 reply
    • 2.6k views
    • 
    • John G
    • September 21, 2000

16. Is there a penalty for improper Roth Conversion

    By Guest Gary Borkan, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • February 11, 2001

17. Securities Distribution from an IRA

    By bzorc, December 4, 2003
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

18. Roth distributions when non-resident?

    By Guest Dr.Frank, February 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • February 6, 2004

19. Roth IRA Brother/Sister Controlled Group

    By Guest sattek, March 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 20, 2008

20. Need Help to Correct A Conversion Error

    By Guest Jennie Y, March 12, 2000
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 12, 2000

21. 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

22. IRA Ownership in Privately Held Company

    By lisabroc, March 22, 2017   

    • iras
    • 1 reply
    • 770 views
    • 
    • jpod
    • March 22, 2017

23. Conversion deadline

    By Guest hobo, December 10, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 10, 1998

24. 401K rollover of "after-tax" contributions, and then convert

    By Guest BigAl, April 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • April 25, 2002

25. I have no earned income

    By Guest vittorio, January 18, 2004
    • 1 reply
    • 925 views
    • 
    • Appleby
    • January 18, 2004

26. Just discovered 1998 Roth conversion was not completed.

    By Guest Steve Palmer, March 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 14, 2000

27. Distribution from Roth

    By Guest mkerr225, January 18, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • January 30, 2004

28. are ira distributions earned income?

    By Guest rmb, December 10, 1998
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • December 10, 1998

29. Five Year Period required after Roth Conversion?

    By Guest Jeff Salisbury, March 14, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 14, 2000

30. What are investment options within a ROTH IRA? Any benefits of using

    By Guest Invester turned 50, May 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • May 28, 2001

31. IRA distributions - pre- or post-death?

    By Guest Trirod, September 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 19, 2001

32. Early Roth Withdrawal part 2

    By Guest Earl Baker, July 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 13, 2001

33. roth distributions prior to 59 1/2

    By Guest rick123, February 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • February 5, 2002

34. Exceeding AGI limit

    By Guest barbk, December 11, 1998
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • December 11, 1998

35. Is alimony earned income?

    By Guest jhellyar, May 27, 2001
    • 1 reply
    • 2.7k views
    • 
    • Mary Kay Foss
    • May 27, 2001

36. What is the penalty for contributing too much to a Roth IRA

    By Guest Bobclp, July 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • July 13, 2001

37. Original Roth contribution withdrawal.

    By Guest brown882, December 6, 2001
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • December 6, 2001

38. Refunding invalid rollover

    By Borsley, November 4, 2010
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • December 15, 2010

39. Tax implications of Green card abandonment

    By srini, March 22, 2018   

    • green card
    • tax
    • 1 reply
    • 2.6k views
    • 
    • Jamin' JROD
    • March 22, 2018

40. Loss Carryforward

    By Guest Bernie K, December 11, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 11, 1998

41. How to determine Roth IRA conversion/distribution value of a private p

    By Guest rkf2, January 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • January 23, 2001

42. Married filing separately/Excess contributions

    By Guest Tammy W., February 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 12, 2001

43. Earnings in a foreign country

    By Guest mrprobate, April 1, 2005
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • April 1, 2005

44. Annuities within an IRA

    By joel, July 8, 2017
    • 1 reply
    • 768 views
    • 
    • ETA Consulting LLC
    • July 9, 2017

45. IRA contribution reduces MAGI?

    By Guest Rolfe, December 11, 1998
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • December 11, 1998

46. Roth IRA used to fund Trust

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

47. Need addl. tax form for 1998 Roth IRA?

    By Guest Lonnie_parry, March 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 16, 2000

48. Real Estate in a Traditional IRA

    By Lori H, May 12, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • May 12, 2003

49. Roth IRA Overview

    By Guest LASRM, January 17, 2008
    • 1 reply
    • 2k views
    • 
    • John G
    • January 18, 2008

50. Roth IRA Conversion & Marriage Status

    By Guest SpeedyG, December 11, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 11, 1998