IRAs and Roth IRAs

3,118 topics in this forum

1. Living Trust vs. Children as Roth IRA Beneficiary

   By Guest Jim Collins, May 13, 2001
   • 5 replies
   • 4.3k views
   • 
   • Bruce Steiner
   • May 15, 2001

2. Reimburse Fees in IRAs

   By Guest Penny40, September 24, 2002
   • 2 replies
   • 4.3k views
   • 
   • Appleby
   • September 25, 2002

3. Roth IRA good place for High Turnover?

   By Guest dunnamzw, August 27, 2001
   • 1 reply
   • 4.2k views
   • 
   • John G
   • August 27, 2001

4. ransfer incident to Divorce of an Inherited IRA

   By jevd, October 27, 2006
   • 8 replies
   • 4.2k views
   • 
   • Guest
   • December 11, 2006

5. Roth IRA disadvantages

   By dh003i, July 14, 2003
   • 11 replies
   • 4.2k views
   • 
   • dh003i
   • August 7, 2003

6. Distinction between Trustee and Custodian

   By BonoConsilio, January 6, 2010
   • 0 replies
   • 4.2k views
   • 
   • BonoConsilio
   • January 6, 2010

7. How to claim tax loss for diminishing ROTH IRA account

   By Guest khunpit, July 9, 2001
   • 2 replies
   • 4.2k views
   • 
   • John G
   • July 10, 2001

8. RMD reporting by IRA custodians/trustees

   By Guest Bearlee, October 10, 2007
   • 3 replies
   • 4.2k views
   • 
   • Guest
   • October 18, 2007

9. Should I open a Roth IRA?

   By Guest Fa Fa Fo Hi, January 23, 2007
   • 16 replies
   • 4.2k views
   • 
   • John G
   • March 14, 2007

10. IRA Conversion Withholding

    By Guest redlenses, April 14, 2006
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • April 20, 2006

11. Active Participation in a qualified plan precluding IRA contributions

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

12. ROTH IRAs and Prohibited Transactions

    By Guest weston, February 21, 2003
    • 7 replies
    • 4.1k views
    • 
    • mbozek
    • February 24, 2003

13. are ira distributions earned income?

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

14. Filing 8606 for 2009 nondeductible contribution after filing 2009 tax return

    By Guest Leonard W. Barry MS CFP, March 26, 2010
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • March 30, 2010

15. Roth IRA and I Bonds

    By Guest JWright, May 26, 2003
    • 6 replies
    • 4.1k views
    • 
    • dh003i
    • July 13, 2003

16. MAGI affected by 401k/457?

    By Guest gwargasm, February 23, 2008
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • February 27, 2008

17. Roth IRA's 100% double taxation - Beware the IRS

    By Guest herbsleather, July 12, 2004
    • 7 replies
    • 4.1k views
    • 
    • Appleby
    • July 19, 2004

18. Roth ?

    By Guest lrc425, March 14, 2005
    • 20 replies
    • 4.1k views
    • 
    • John G
    • April 1, 2005

19. Is Roth IRA Distribution taxable?/after selling

    By Guest gzwick26, March 21, 2008
    • 14 replies
    • 4.1k views
    • 
    • jevd
    • March 31, 2008

20. Calculating Earnings on Excess Contributions

    By Guest Randy Ehle, March 22, 2000
    • 12 replies
    • 4k views
    • 
    • Guest
    • March 10, 2001

21. Incapacity of IRA Owner

    By Guest halka, February 17, 2000
    • 1 reply
    • 4k views
    • 
    • BPickerCPA
    • February 18, 2000

22. beneficary IRA need clarification for 1099-R

    By Guest JulieT, February 14, 2002
    • 5 replies
    • 4k views
    • 
    • Guest
    • March 6, 2002

23. Just opened a Roth IRA at Fidelity...

    By Guest Adrienne M, August 3, 2006
    • 2 replies
    • 4k views
    • 
    • John G
    • August 8, 2006

24. Deposit STOCK into roth IRA?

    By Guest acgood, March 21, 2007
    • 2 replies
    • 4k views
    • 
    • John G
    • March 22, 2007

25. UBTI Payment/990-T

    By Guest cashmere, March 9, 2007
    • 8 replies
    • 4k views
    • 
    • Guest
    • April 4, 2008

26. How to report IRA escheated to the state

    By benefitsguru, June 4, 2014
    • 6 replies
    • 4k views
    • 
    • My 2 cents
    • March 30, 2015

27. Check Book IRA?

    By Guest Dan Shea, August 30, 2013
    • 4 replies
    • 4k views
    • 
    • K2retire
    • May 13, 2014

28. Check deposit for annual IRA contribution returned for insufficient funds

    By Guest ERISA_kid, April 28, 2004
    • 3 replies
    • 4k views
    • 
    • Guest
    • April 29, 2004

29. Is a separate IRA suggested for non-deductible contributions?

    By Francis, August 22, 2007
    • 6 replies
    • 3.9k views
    • 
    • John G
    • August 23, 2007

30. TSA transfer to Roth IRA

    By Guest davidm, October 5, 2000
    • 3 replies
    • 3.9k views
    • 
    • Michael Devault
    • October 9, 2000

31. Suze Orman Roth IRA Show Question

    By Guest mark1967, April 23, 2003
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • April 24, 2003

32. Can I Purchase a Small Business with my ROTH IRA? What are the implications of doing that?

    By Guest wpfs, March 14, 2004
    • 6 replies
    • 3.9k views
    • 
    • John G
    • September 9, 2004

33. Move to do away with Roth

    By Guest dlsife, August 1, 2002
    • 27 replies
    • 3.8k views
    • 
    • John G
    • July 23, 2003

34. Is partial recharacterization of Roth IRA conversion possible?

    By Guest Ron Rhoades, May 3, 2001
    • 2 replies
    • 3.8k views
    • 
    • JAMES PATRICK
    • May 4, 2001

35. 457(b) to Roth IRA

    By Guest Ford, September 29, 2002
    • 3 replies
    • 3.8k views
    • 
    • Michael Devault
    • September 30, 2002

36. IRA transfer / rollover?

    By Guest Carl C, October 22, 2003
    • 7 replies
    • 3.8k views
    • 
    • Appleby
    • October 24, 2003

37. Roth IRA vs. 529 Savings Plan for my twin babies....

    By Guest leighdvm, March 17, 2010
    • 8 replies
    • 3.8k views
    • 
    • Bird
    • April 17, 2010

38. 401K rollover to IRA, then conversion to ROTHIRA and prorata

    By Guest BigAl, April 28, 2002
    • 15 replies
    • 3.8k views
    • 
    • Appleby
    • October 29, 2004

39. Rollover to IRA in excess of $5,000 without consent; what remedy for p

    By Guest RBeck, February 11, 2003
    • 26 replies
    • 3.7k views
    • 
    • Guest
    • February 14, 2003

40. IN LAYMANS TERMS, JUST WHERE AND HOW DO YOU GO ABOUT SETTING UP AN ROTH IRA ?

    By Guest FATHER MURPHY, July 9, 2005
    • 5 replies
    • 3.7k views
    • 
    • BeckyMiller
    • September 1, 2005

41. Multiple Inherited IRAs: Any Need for Segragation?

    By Guest reg_h2b, December 17, 2001
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • December 21, 2001

42. Rollover contribution to inherited IRA

    By Guest AFRICA6796, October 1, 2002
    • 15 replies
    • 3.7k views
    • 
    • Guest
    • October 11, 2002

43. Roth IRA Recharacterization or ?

    By Guest ATM, March 25, 2007
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • March 30, 2007

44. Rmd For Deceased- Whose Tax Id Number Should It Be Reported Under?

    By Guest Taxwoman, June 22, 2001
    • 4 replies
    • 3.7k views
    • 
    • Appleby
    • June 29, 2001

45. QDRO - Rollovers into and out of IRA's?

    By Erik Read, January 24, 2001
    • 5 replies
    • 3.7k views
    • 
    • Erik Read
    • January 29, 2001

46. Rollover of Litigation Settlement

    By Guest djw, December 27, 2004
    • 8 replies
    • 3.7k views
    • 
    • mbozek
    • January 4, 2005

47. Roth IRA Questions - (new member here)

    By Guest MackSt.Louis, November 4, 2005
    • 4 replies
    • 3.7k views
    • 
    • John G
    • December 5, 2005

48. 72 t and IRS 120% of fed mid term rate

    By Guest DDDlump, April 7, 2003
    • 4 replies
    • 3.7k views
    • 
    • Mike Preston
    • April 8, 2003

49. SIMPLE IRA - non-elective contribution and match

    By eilano, September 5, 2003
    • 7 replies
    • 3.7k views
    • 
    • WDIK
    • September 5, 2003

50. can i buy pink sheet stocks in a roth?

    By Guest ethannyc1, January 24, 2006
    • 3 replies
    • 3.7k views
    • 
    • John G
    • January 24, 2006