IRAs and Roth IRAs

3,118 topics in this forum

1. Real Estate In IRAs

   By Guest Richard Sanvi, March 19, 2003
   • 1 reply
   • 1k views
   • 
   • mbozek
   • March 19, 2003

2. Real Estate inside an IRA

   By Guest smillard, June 30, 2004
   • 4 replies
   • 1.6k views
   • 
   • mbozek
   • July 1, 2004

3. Real Estate investment abroad through Roth IRA

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

4. Real Estate LLC Roth IRA?

   By Guest seanof30306, December 8, 2008
   • 12 replies
   • 2.8k views
   • 
   • J Simmons
   • December 19, 2008

5. Real Estate Rollover?

   By TBob, November 29, 2006
   • 4 replies
   • 2.5k views
   • 
   • TBob
   • November 30, 2006

6. Receive annual reports in Roth IRA?

   By Guest csulb40, June 6, 2003
   • 1 reply
   • 877 views
   • 
   • John G
   • June 6, 2003

7. Received 2 1099-R's for my Roth IRA

   By Guest Lonnie_parry, January 28, 1999
   • 2 replies
   • 2k views
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   • Guest
   • January 29, 1999

8. Receiving a lum-sum pension plan distribution as a non-spousal benefic

   By Guest ashinkasha, November 21, 2000
   • 6 replies
   • 2.3k views
   • 
   • Bruce Steiner
   • November 23, 2000

9. Recent Forbes "IRA Adventures " implied your IRAs could own your business

   By Guest tclviii=rira, November 1, 2005
   • 7 replies
   • 2.3k views
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   • John G
   • November 4, 2005

10. Recharacterication of Roth IRA and Form 1040X

    By Guest benefits8, July 20, 2002
    • 8 replies
    • 3.1k views
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    • mbozek
    • July 22, 2002

11. Recharacterization and earnings calculation

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

12. Recharacterization and Tax Ramificatinos

    By Guest jland, April 2, 2008
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 4, 2008

13. Recharacterization Deadline Extension

    By mathead, January 25, 2010
    • 0 replies
    • 1.1k views
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    • mathead
    • January 25, 2010

14. Recharacterization done after deadline- recourse?

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

15. Recharacterization due to loss

    By Guest dhoff, June 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • June 10, 1999

16. Recharacterization of part of Roth IRA contributions?

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

17. Recharacterization of Roth Conversion

    By Bruce Steiner, February 27, 2000
    • 1 reply
    • 1.8k views
    • 
    • John G
    • February 27, 2000

18. Recharacterization of Roth IRA after taxes have been withheld

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

19. Recharacterization of this year's contribution

    By Guest ken roberts, December 10, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 1999

20. Recharacterization requested after IRA to IRA transfer?

    By Guest amfam2, April 13, 2004
    • 1 reply
    • 964 views
    • 
    • Appleby
    • April 14, 2004

21. Recharacterization window closed for good on 1998 conversions?

    By Guest Billy Clyde, January 20, 2000
    • 2 replies
    • 1.2k views
    • 
    • Bruce Steiner
    • January 23, 2000

22. Recharacterization: 1099-R Year?

    By Guest reg_h2b, April 3, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • April 8, 2002

23. Recharacterize - dollars or shares?

    By Guest Daniel Shedd, September 19, 2002
    • 7 replies
    • 6k views
    • 
    • Guest
    • September 28, 2002

24. Recharacterize 2000 Roth IRA Conversion with 1999 Roth Contribution As

    By Guest pkeyser, March 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 8, 2001

25. Recharacterize a Rollover IRA made Sep/2000 because asset value worth

    By Guest BobHank, January 24, 2001
    • 3 replies
    • 1.4k views
    • 
    • John G
    • January 25, 2001

26. Recharacterize Converted Traditional IRA

    By bzorc, March 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • March 19, 2012

27. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 2.8k views
    • 
    • Luke Bailey
    • January 20, 2018

28. Recharacterize Roth Conversion Question.

    By Guest irr7342, March 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • John G
    • March 25, 2001

29. Recharacterize Roth IRA Deadline

    By Guest sledder4321, April 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Appleby
    • April 11, 2001

30. Recharacterize Roth or Withdrawal?

    By Guest jkr, March 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 20, 2002

31. Recharacterize TIRA TO ROTH

    By JAMES PATRICK, December 20, 2001
    • 7 replies
    • 1.9k views
    • 
    • BPickerCPA
    • December 21, 2001

32. Recharacterize very old Roth IRA

    By Guest dtshedd, March 2, 2008
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • March 5, 2008

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

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

34. Recharacterized - how many?

    By Guest Thenozz, September 9, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 10, 1999

35. Recharacterized more than contribution amount from Roth to Traditional IRA

    By steve-o, May 8, 2013
    • 4 replies
    • 1.6k views
    • 
    • steve-o
    • June 12, 2013

36. Recharacterizing a 1998 Roth because of poor stock performance

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

37. Recharacterizing a 2000 Roth conversion due to high AGI

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

38. Recharacterizing a contribution - as opposed to a conversion.

    By Guest Kingman, May 19, 1999
    • 6 replies
    • 1.6k views
    • 
    • BPickerCPA
    • June 17, 1999

39. Recharacterizing again

    By Guest Steven D Holland, December 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • December 2, 2000

40. Recharacterizing Conversion to a Roth

    By Guest NPMaxwell, March 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 25, 2002

41. Recharacterizing Failed Conversions- After The Usual Deadline

    By Guest Shelton, February 4, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2002

42. Recharacterizing IRA Contribution Due to Bad Investments

    By Guest downtown, March 5, 2013   

    • recharacterize
    • roth
    • (and 1 more)

      Tagged with:

      • recharacterize
      • roth
      • loss
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • March 5, 2013

43. Recharacterizing to the original Roth conversion?

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

44. recharaterizing a roth if 1988 return was filed Aug 16th, still time?

    By Guest davelc, October 13, 1999
    • 5 replies
    • 1.8k views
    • 
    • BPickerCPA
    • October 19, 1999

45. Recharecterizing a ROTH to a Traditional IRA

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

46. Recharicature of 1998 Roth in 2002

    By Guest billlehnertz, October 13, 2003
    • 2 replies
    • 1k views
    • 
    • Appleby
    • October 13, 2003

47. Reconversion

    By Guest AMAN, August 17, 1999
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • August 23, 1999

48. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 2.3k views
    • 
    • Felicia
    • April 2, 2003

49. Recovered Damages From Investment Advisor

    By Guest Emiliano, April 29, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2001

50. Reducing traditional IRA balance by both required minimum distributions and Roth Conversion distributions after age 70 1/2

    By Guest fuzzydogs, January 3, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 8, 2004