IRAs and Roth IRAs

3,120 topics in this forum

1. Inheriting an IRA

   By Guest Donaldson, May 20, 2005
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • May 23, 2005

2. 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
   • 1.5k views
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   • bzorc
   • December 8, 2000

3. Real Estate investment abroad through Roth IRA

   By Guest sku, March 27, 2009
   • 1 reply
   • 1.5k views
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   • John G
   • March 27, 2009

4. Looking for college savings suggestions

   By Guest nathannah, May 10, 2001
   • 3 replies
   • 1.5k views
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   • wmyer
   • May 11, 2001

5. IRA Mortgage Investments

   By Guest Liell, March 9, 2002
   • 4 replies
   • 1.5k views
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   • Guest
   • March 19, 2002

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

   By Guest Hampton, February 15, 1999
   • 4 replies
   • 1.5k views
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   • John G
   • February 24, 1999

7. Help with potential inherited IRA's and best planning techniques

   By RayJJohnsonJr, February 17, 2023
   • 1 reply
   • 1.5k views
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   • bito'money
   • February 22, 2023

8. Roth IRAs--IRS Admits Rules were incorrect

   By Guest Christine, May 27, 1999
   • 4 replies
   • 1.5k views
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   • BPickerCPA
   • May 27, 1999

9. Reporting IRA conversions

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

10. IRA duke it out

    By Guest gidgit, March 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 20, 2001

11. Target Maturity Funds

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

12. Converting traditonal IRA To Roth.

    By Guest tsmith69, July 4, 2000
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • July 6, 2000

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

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

14. Failure to File Correct Information to IRS

    By Guest Bulldog, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 28, 2007

15. Equities: Oct to July stats

    By John G, August 1, 2003
    • 5 replies
    • 1.4k views
    • 
    • John G
    • August 3, 2003

16. Roth Contribution - Basis exceeds FMV

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

17. DB Plan Overpays lump sum & Participant Rolls into IRA

    By Guest jfreeborn, January 6, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • January 8, 2010

18. rules

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

19. rmd question/inherited IRA

    By MJ Hartman, October 20, 2011
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • October 21, 2011

20. Turned 70 1/2 in 2000. Can the new proposed regs be used for the firs

    By KJohnson, February 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • February 23, 2001

21. Roth IRA

    By Guest ScottG1206, March 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • March 30, 2002

22. MRD Calculations

    By bzorc, May 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2000

23. Recharecterizing a ROTH to a Traditional IRA

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

24. What tax forms should I expect for Roth conversions/recharacterization

    By Guest nsalyer, February 10, 1999
    • 2 replies
    • 1.4k views
    • 
    • Kathy
    • February 11, 1999

25. Roth IRA loss in value

    By Guest IMPaul, December 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 20, 2001

26. roth ira contributions

    By Guest glpiroll, March 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • March 17, 2000

27. Converting from 401K to Roth IRA

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

28. Taxation at Death for a ROTH IRA

    By Guest SPollock, July 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

29. 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

30. Small Roth IRA looking to get out

    By Guest Brian Nuffer, March 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 17, 2004

31. I want to open a roth ira, advice needed..thanks

    By Guest sunpharee, April 5, 2005
    • 4 replies
    • 1.4k views
    • 
    • John G
    • April 7, 2005

32. Eligability to establish a Roth

    By Guest mcampla, August 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 17, 2000

33. 401K to an (ROTH) IRA

    By Guest ARPRINCE, February 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 25, 2002

34. Determining Income that qualifies for ROTH IRA contribution

    By Guest Larry S, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 17, 1999

35. 401(k) rollover of after-tax basis and TurboTax

    By Guest BruceCM, April 15, 2005
    • 2 replies
    • 1.4k views
    • 
    • txdd
    • April 20, 2005

36. Roth IRA Investments

    By Christine Roberts, December 29, 1998
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 30, 1998

37. Opening a Roth IRA

    By Guest Mellow, September 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 10, 2002

38. First Time Home Buyer

    By Guest lmluke, February 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 23, 2001

39. ira beneficiary tax treatment

    By Guest leclark, January 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • January 31, 2004

40. Drafting

    By Guest MRoth, December 23, 1998
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 1998

41. ROTH IRA LLC

    By Guest Jessica Mays, January 7, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 16, 2010

42. Is there a penalty for improper Roth Conversion

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

43. how to roth

    By Guest Linda Odette, December 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 4, 1999

44. Multiple IRAs

    By Guest rc7744, November 19, 2006
    • 2 replies
    • 1.4k views
    • 
    • John G
    • November 22, 2006

45. Fed Gov seperation leave cashout eligible for IRA?

    By Guest westbay, April 11, 2006
    • 1 reply
    • 1.4k views
    • 
    • saabraa
    • April 11, 2006

46. Help! Married, filing separately

    By Guest glennchapin, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 6, 2000

47. After Tax Rollover- Conversion To Roth Ira?

    By Guest Shelton, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 27, 2002

48. Confused about RMD calculation

    By robbie, February 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • robbie
    • February 27, 2005

49. Consequences to IRA custodian for accepting non eligible funds

    By Guest neco, January 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 4, 2003

50. Annual Fees--small accounts

    By Guest Christine, December 24, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 1998