IRAs and Roth IRAs

3,118 topics in this forum

1. A few questions

   By Guest chauncy, September 28, 2002
   • 4 replies
   • 1.6k views
   • 
   • John G
   • October 7, 2002

2. a good Roth Ira to start out with

   By Guest bankershours, February 7, 2006
   • 1 reply
   • 1.5k views
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   • John G
   • February 7, 2006

3. Accidental Excess for TAX 1999

   By Guest mmmcmar, September 20, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • September 20, 2000

4. Accrued interest

   By ombskid, January 15, 2010
   • 1 reply
   • 2k views
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   • Guest
   • February 19, 2010

5. Active participant on w-2

   By ombskid, December 21, 2010
   • 3 replies
   • 1.5k views
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   • ombskid
   • December 21, 2010

6. Active participant rules re ESOP

   By Guest Trirod, February 24, 2003
   • 7 replies
   • 2.2k views
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   • mbozek
   • February 27, 2003

7. Active Participant status

   By Belgarath, March 9, 2015
   • 5 replies
   • 1.8k views
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   • Belgarath
   • March 12, 2015

8. Active Participation in a qualified plan precluding IRA contributions

   By dmwe, November 14, 2002
   • 8 replies
   • 4.2k views
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   • Mary Kay Foss
   • November 20, 2002

9. Actual Advise on Roth vs. Traditional

   By Guest Birdman33, February 27, 2003
   • 2 replies
   • 1.2k views
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   • Guest
   • February 28, 2003

10. Actual income vs. 1998-2001 Roth Conversion Income

    By Guest John Blake, September 28, 2000
    • 2 replies
    • 2k views
    • 
    • John G
    • October 1, 2000

11. add-on- roth ira??

    By Guest fletchthecat, November 8, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 9, 2002

12. Adding to a Roth Conversion for 2005 tax year?

    By Guest muckmail, February 5, 2006
    • 2 replies
    • 1.6k views
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    • John G
    • February 6, 2006

13. Additional Roth IRa

    By Guest Woolley1, April 23, 2006
    • 1 reply
    • 1.2k views
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    • Guest
    • April 25, 2006

14. Advice about moving traditional IRA abroad

    By Guest kbrooks, February 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • John G
    • February 4, 2011

15. Advice for U.S. & Foreign nationals w/ IRA's moving abroad...

    By Guest kevinrm, February 17, 2001
    • 2 replies
    • 6.6k views
    • 
    • Guest
    • February 19, 2001

16. Advice for Vanguard Funds

    By Guest northshore, January 25, 2012
    • 3 replies
    • 1.6k views
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    • Guest
    • January 26, 2012

17. Advice needed for a good place to open an IRA account

    By Guest Zelly Miller, July 17, 2001
    • 1 reply
    • 1.5k views
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    • John G
    • July 17, 2001

18. After leaving a job, can I rollover a distribution from a qualified pl

    By Guest Brian D, January 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 16, 2000

19. AFTER LOSING JOB, HOW DO I CONVERT MY DEF. BEN. PLAN TO ROTH?

    By Guest DALED, April 14, 1999
    • 2 replies
    • 1.7k views
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    • John G
    • April 15, 1999

20. After recharacterization, what is length of waiting period before able

    By Guest Jeff G, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • BPickerCPA
    • March 29, 2001

21. After required beginning date, can participant roll over funds from qu

    By chris, November 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • chris
    • November 10, 1999

22. After tax IRA (not Roth)contributions made. Who decides which funds a

    By Guest irr7342, May 25, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • May 26, 2001

23. After tax IRA conversion to Roth IRA

    By Fisher, February 2, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 3, 2012

24. After tax money into Roth

    By Guest GPJoe, April 4, 2010
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • April 6, 2010

25. After Tax Rollover- Conversion To Roth Ira?

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

26. After-ax Money in IRA Rollovers from Workplace Plans

    By Guest David Hammond CISP, December 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • JAMES PATRICK
    • December 14, 2002

27. After-Tax Rollover

    By Fisher, February 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • Fisher
    • February 11, 2009

28. After-Tax rollover to Roth IRA

    By Fisher, August 4, 2009
    • 0 replies
    • 1.8k views
    • 
    • Fisher
    • August 4, 2009

29. After-tax Rollovers

    By Guest turbodiesel39, April 25, 2002
    • 8 replies
    • 2.5k views
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    • Appleby
    • April 26, 2002

30. After-Tax Roth Conversion/Rollover

    By BTH, December 13, 2010
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 13, 2010

31. Again, Inherited IRA Question

    By Guest IraSue, February 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • February 20, 2004

32. Age 59 1/2 distribution

    By Fisher, May 1, 2013
    • 3 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 21, 2013

33. Age 59.42 Rollover

    By Guest Jim Brennan, December 3, 1999
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 5, 1999

34. Age 70 1/2 Rule

    By Guest widower, March 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 11, 2001

35. Age 75 IRA owner named estate as beneficiary, is there a way his wife can roll it to her IRA?

    By RayJJohnsonJr, September 15, 2021
    • 11 replies
    • 1.2k views
    • 
    • RayJJohnsonJr
    • September 18, 2021

36. Age Limit for IRA Contribution

    By Cathy from Chicago, April 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • April 28, 2003

37. Age Restriction

    By Guest Nate Haines, July 8, 1999
    • 3 replies
    • 1.5k views
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    • Bruce Steiner
    • July 9, 1999

38. Aggregating RMD's between IRA Accounts and IRA Annuities

    By Guest Fishchick, September 30, 2005
    • 5 replies
    • 2.4k views
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    • mbozek
    • October 4, 2005

39. Aggregation of IRAs for Roth Conversion

    By smm, October 11, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 11, 2010

40. AGI and Qualification Question (bear with a noob)

    By Guest reddog, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 15, 2005

41. AGI considerations when converting from IRA to ROTH IRA

    By Guest Kevin Martin, June 25, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 27, 2000

42. AGI too big on audit

    By Guest jraskin, December 5, 1998
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • December 6, 1998

43. AGI too high for Roth contribution

    By Guest Mary Ann, January 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • January 15, 2001

44. All questions and no answers at the moment...

    By Guest 007webgod, November 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • John G
    • November 18, 2003

45. Allowable Investment For A Roth Ira??

    By Guest cuznbruce1, December 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2001

46. Allowed Roth Assets

    By Guest Sherman Baggett, May 9, 2001
    • 3 replies
    • 1.5k views
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    • John G
    • May 10, 2001

47. Already contributed for '08 but will exceed income to be eligible?

    By Guest jalkelly, May 17, 2008
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • May 21, 2008

48. Alternatives if I have contributed $2000 to a Roth IRA and expect to b

    By Guest trainvil, December 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 23, 1999

49. Am I eligible?

    By Guest AmyNick, January 5, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2002

50. AM I REALLY LIMITED TO AN INCOME OF $10,000?

    By Guest mustangmaddi, August 23, 2005
    • 3 replies
    • 1.4k views
    • 
    • John G
    • August 24, 2005