IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA Overview

   By Guest LASRM, January 17, 2008
   • 1 reply
   • 2k views
   • 
   • John G
   • January 18, 2008

2. Roth IRA Conversion & Marriage Status

   By Guest SpeedyG, December 11, 1998
   • 1 reply
   • 1.7k views
   • 
   • BPickerCPA
   • December 11, 1998

3. Tax implication of Recharacterization once 4 year spreadinghas been se

   By Guest Bob E, May 20, 1999
   • 1 reply
   • 1.7k views
   • 
   • BPickerCPA
   • May 21, 1999

4. moving trad. ira contr to roth

   By Guest mrojava7, February 7, 2003
   • 1 reply
   • 996 views
   • 
   • Appleby
   • February 7, 2003

5. MAGI

   By Guest PDuke, December 12, 1998
   • 1 reply
   • 1.7k views
   • 
   • BPickerCPA
   • December 13, 1998

6. Annuity to IRA - first time homebuyer downpayment

   By Guest kbeers, March 16, 2000
   • 1 reply
   • 3.1k views
   • 
   • BPickerCPA
   • March 16, 2000

7. Deduction for State Taxes paid for Roth Conversion?

   By Guest jc7032, July 9, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 11, 2000

8. Minimum distribution from IRA

   By nancy, December 3, 2002
   • 1 reply
   • 1.1k views
   • 
   • BPickerCPA
   • December 3, 2002

9. Charitable Remainder Trust as Beneficiary

   By Guest AJ Milano, March 16, 2000
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • March 17, 2000

10. Earnings On Bounce Check

    By Guest Shelton, October 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 6, 2001

11. Roth Losses: Dual Basis (for AMT) & misc. itemized deduction

    By Guest Richard Plant, March 5, 2002
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 6, 2002

12. Status of H.R. 1102 Portman-Cardin Bill?

    By Guest David Hammond CISP, August 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • August 3, 2000

13. IRA as sole shareholder of an S Corporation

    By Guest SCUDDESLER, April 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 4, 2002

14. Roth contributions for married filing jointly

    By Guest pingilipkr, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • JAMES PATRICK
    • January 20, 2004

15. ROTH start up question(s)

    By Guest Allrager, September 12, 2005
    • 1 reply
    • 1.3k views
    • 
    • John G
    • September 13, 2005

16. Benifits of a Roth IRA for children's education.

    By Guest Gary Pescrillo, May 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • May 25, 1999

17. roth ira contributions

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

18. Return of IRA distribution within 60 days

    By bzorc, October 28, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 28, 2003

19. Divorced--Roth IRA distribution

    By Guest dornee, August 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • August 4, 2000

20. IRAs for Internationals?

    By Guest Tom B, February 15, 2006
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • February 20, 2006

21. military tsp?

    By Guest tali, June 1, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 1, 2004

22. Rollover from SIMPLE IRA to 401(k)

    By k man, March 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • March 18, 2006

23. Fiscal year or calendar year?

    By Alf, March 18, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 18, 2000

24. thanks bpicker...ok..if no penalty on pre 59 1/2 ........

    By Guest rick123, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • February 5, 2002

25. "Daily Valuation" Defined?

    By Guest Patrick Foley, June 2, 2003
    • 1 reply
    • 2.3k views
    • 
    • Mary Kay Foss
    • June 3, 2003

26. Taxability of management fees for managed IRAs

    By Guest rkal66, February 6, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • February 6, 2004

27. Minimum initial Investment Roth IRA

    By Guest twilly, January 10, 2003
    • 1 reply
    • 1.7k views
    • 
    • John G
    • January 15, 2003

28. Can I contribute $2000 from my savings account into my Roth IRA if I earn less than the $2000 per year as a college student?

    By Guest eatfiber, August 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 10, 2004

29. how to unwind contributions when AGI too high?

    By Guest robm26, March 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • March 20, 2000

30. Holding your own Roth IRA

    By dh003i, November 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 21, 2003

31. Start of 5-yr wait

    By Guest hellas, December 14, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 1998

32. Roth contribution without earned income - Help!

    By Guest Dkeith, March 20, 2000
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 20, 2000

33. Required beginning date for Minimum Required Distributions under the p

    By Guest Joe Twidwell, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 13, 2001

34. Roth Contributions to Rollover Account

    By Guest dparker, August 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • August 2, 2001

35. Roth IRA for Education?

    By Guest Noidy, December 4, 2002
    • 1 reply
    • 1.1k views
    • 
    • BPickerCPA
    • December 4, 2002

36. Roth recharicterized to SEP-IRA

    By Guest Steve Palmer, October 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 12, 2004

37. IRS issued corrections to 1099-R Instructions

    By Guest RJMOB, December 5, 2006
    • 1 reply
    • 2.2k views
    • 
    • jevd
    • December 5, 2006

38. Nondeductible part of IRA to Roth

    By Guest jwguess, December 14, 1998
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • December 15, 1998

39. ROTH TRANSFERS WITHIN SAME FUND COMPANY

    By Guest robyn, March 21, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 21, 2000

40. QTIP transfer to Marital Trust

    By jane123, December 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 25, 2003

41. Roth to Traditional conversion not completed for 1998

    By Guest Robert in Ohio, March 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 21, 2000

42. State Taxes on Roth IRA Conversions?

    By Guest larry weiss, March 20, 2002
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • March 25, 2002

43. Roth IRA - Return of Excess Contribution

    By Guest desaimh, April 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 28, 2003

44. UBTI in IRA

    By k man, November 8, 2007
    • 1 reply
    • 2.3k views
    • 
    • jevd
    • November 8, 2007

45. Roth IRA's HELP!!!!!!

    By Guest BWalker, December 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 16, 1998

46. Can you withdraw Roth Ira funds to buy first home overseas without pen

    By Guest saraemiller, October 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 10, 2001

47. IRA Minimum Required Distributions

    By MarZDoates, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • August 6, 2002

48. What to do on an ineligible Roth investment

    By Guest lorenzo, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • March 24, 2004

49. IRA beneficiary designation pre-divorce

    By Guest mieumom, October 5, 2009
    • 1 reply
    • 1.5k views
    • 
    • John G
    • October 30, 2009

50. Guaranteed Payments qualify as "Earned Income"?

    By David Olive, April 15, 2021
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • April 15, 2021