IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA loss in value

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

2. ira beneficiary tax treatment

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

3. roth ira contributions

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

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

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

5. Saving for a first home with a Roth IRA

   By Guest Darcy, June 21, 1999
   • 4 replies
   • 1.4k views
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   • Guest
   • July 2, 1999

6. Recharecterizing a ROTH to a Traditional IRA

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

7. After Tax Rollover- Conversion To Roth Ira?

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

8. depositing a 401(k) corrective distribution into an IRA. deductible/nondeductible.

   By Lori H, March 3, 2005
   • 4 replies
   • 1.4k views
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   • Lori H
   • March 4, 2005

9. Small Roth IRA looking to get out

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

10. Stock Dividends In A Roth

    By Guest otherhess, January 27, 2003
    • 3 replies
    • 1.4k views
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    • John G
    • February 3, 2003

11. MRD Calculations

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

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. 401K to an (ROTH) IRA

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

14. 401(k) rollover of after-tax basis and TurboTax

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

15. 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

16. Reporting IRA conversions

    By Guest billbill, January 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • January 12, 2002

17. 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

18. Drafting

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

19. 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

20. OLD ROTH

    By Guest SRajan, January 18, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2001

21. 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

22. rmd question/inherited IRA

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

23. Determining Income that qualifies for ROTH IRA contribution

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

24. Fed Gov seperation leave cashout eligible for IRA?

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

25. Roth IRA Investments

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

26. Failure to File Correct Information to IRS

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

27. Annual Fees--small accounts

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

28. Taxation at Death for a ROTH IRA

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

29. Multiple IRAs

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

30. First Time Home Buyer

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

31. Please help early roth ira withdrawl

    By Guest gemski, January 11, 2005
    • 5 replies
    • 1.4k views
    • 
    • Demosthenes
    • January 14, 2005

32. Tax Free Money

    By Guest Gordon, February 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 28, 1999

33. Should she open Roth or save in a taxable account?

    By Guest plmills66, August 19, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2000

34. Beginner needs help!

    By Guest Newbie, November 9, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 12, 2002

35. IRA amendments for EGTRRA

    By Belgarath, October 5, 2001
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • October 5, 2001

36. 401(K) to an IRA to a ROTH ?

    By Guest KirkD., February 20, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002

37. Question about setting up ROTH IRAs

    By Guest cowegg, January 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 1999

38. Confused about RMD calculation

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

39. Inherited IRA

    By Guest Arklowkees, July 1, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 1, 2007

40. Contributions to 98 & 99

    By Kathy, March 9, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • March 10, 1999

41. Roth IRA to a Roth IRA Conversion

    By Guest Drew1776, May 2, 2006
    • 4 replies
    • 1.4k views
    • 
    • John G
    • May 8, 2006

42. Final Regs: Calculating Income on Excess IRA contributions and recharacterization

    By Appleby, February 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Appleby
    • February 23, 2004

43. Excess Contribution-Roth IRA

    By Guest mfox, February 7, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2002

44. Provider problems?

    By Guest travler, April 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 7, 2002

45. how to roth

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

46. Going over the AGI limit

    By Guest JCRBD, June 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • June 8, 2000

47. 2 Roth IRA's ?

    By Guest jewoods, December 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 15, 2005

48. Can spouse beneficiary take death distribution and then treats balance

    By Guest Shelton, April 10, 2001
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • April 11, 2001

49. Recharacterizing Failed Conversions- After The Usual Deadline

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

50. ROTH IRA LLC

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