IRAs and Roth IRAs

3,120 topics in this forum

1. Roth conversions

   By Guest pjb, December 11, 2001
   • 3 replies
   • 1.4k views
   • 
   • BPickerCPA
   • December 12, 2001

2. IRA to Roth -- When to pay Taxes

   By Guest ndcook, December 11, 2001
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 21, 2001

3. Roth Conversion in the age 70.5 year?

   By Guest reg_h2b, December 10, 2001
   • 3 replies
   • 2.6k views
   • 
   • BPickerCPA
   • December 11, 2001

4. Original Roth contribution withdrawal.

   By Guest brown882, December 6, 2001
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • December 6, 2001

5. Can the ineligible contributions made to a rollover IRA (due to excess

   By Guest lavander30, December 5, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 5, 2001

6. Allowable Investment For A Roth Ira??

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

7. Education IRA contribution last day(age 18)

   By Guest AFRICA6796, December 4, 2001
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • December 13, 2001

8. 2001 IRS Pub 590 error?

   By txdd, December 3, 2001
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • December 7, 2001

9. Early Withdrawal Penalty

   By Mary Kay Foss, December 1, 2001
   • 2 replies
   • 1.4k views
   • 
   • BPickerCPA
   • December 11, 2001

10. RMD for IRA Inherited from Father

    By jkharvey, November 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • November 30, 2001

11. Foreign Real Property in IRA?

    By Guest Patrick Foley, November 30, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 30, 2001

12. Minimum distributions after spousal roll over of Roth IRA

    By Guest wlt, November 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 30, 2001

13. Deductibility Limit for SEPs

    By Guest Joe Vasko, November 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • December 10, 2001

14. Can I deduce my Roth IRA loss in tax return?

    By Guest JGQZ, November 29, 2001
    • 7 replies
    • 2.8k views
    • 
    • Appleby
    • April 16, 2002

15. Question about titling

    By Guest dmocs, November 28, 2001
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • November 30, 2001

16. post-death IRA required minimum distributions

    By Guest Pat Metallic, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • November 28, 2001

17. $100,000 modified AGI limitation

    By Guest batberf, November 28, 2001
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • November 28, 2001

18. IRA Losses — Can You Deduct Them or Not?

    By Appleby, November 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Appleby
    • November 23, 2001

19. Incorrect Name For Beneficiary

    By Guest Shelton, November 21, 2001
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 23, 2001

20. roth distributions taxable overseas, (particularly in Australia) ?

    By Guest willk, November 20, 2001
    • 1 reply
    • 2k views
    • 
    • Appleby
    • January 3, 2002

21. Converting Roth IRA to Roth IRA

    By Guest bkeller, November 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • November 20, 2001

22. Roth IRA recharacterization after the fact

    By Guest DanHiltz, November 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 19, 2001

23. 401K Roll Over

    By Guest Balkoths, November 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 19, 2001

24. Death distributions to a non spouse when deceased was over 70.5

    By Guest denisedawson, November 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • November 19, 2001

25. non-deductible conversions

    By Guest jhenry, November 15, 2001
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • November 19, 2001

26. IRA Required Minimum Distributions

    By Guest SteveHample, November 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • November 14, 2001

27. Using a Roth IRA for childs education

    By Guest ryally, November 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • JAMES PATRICK
    • December 27, 2001

28. Is this a permitted IRA investment?

    By Guest landgcpas, November 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • November 14, 2001

29. Recharacterization done after deadline- recourse?

    By Guest AFRICA6796, November 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • November 19, 2001

30. Non traditional investments in pension plans

    By Guest MitchG10, November 11, 2001
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 21, 2001

31. roth ira recharacterization and reconversion

    By Guest kevking, November 8, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • November 20, 2001

32. I Bonds IRA Rollover

    By Guest heavyk, November 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2001

33. Withdrawals from Roth

    By Guest bls15, November 5, 2001
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 5, 2001

34. Roth IRA's

    By Guest SusanIFried, November 1, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • November 2, 2001

35. IRD issues when uding IRA to fund QTIP

    By Guest AmyK, October 31, 2001
    • 1 reply
    • 2.3k views
    • 
    • Mary Kay Foss
    • November 2, 2001

36. Wife's Eligability

    By Guest Ralphbz, October 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2001

37. Roth IRA investment

    By Guest venkata, October 29, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 6, 2001

38. Do I need to file a form 1041?

    By Guest JulieT, October 29, 2001
    • 3 replies
    • 2k views
    • 
    • BPickerCPA
    • October 30, 2001

39. Investing in IRA . . .

    By Guest Arthur Miranda, October 29, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 30, 2001

40. Roth IRA'S

    By Guest cuznbruce1, October 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2001

41. Stretch IRAs and the new rules

    By Guest Jeanne, October 25, 2001
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • October 25, 2001

42. Who pays income tax on RMD payment from inherited IRA?

    By Guest JulieT, October 25, 2001
    • 5 replies
    • 4.8k views
    • 
    • BPickerCPA
    • October 26, 2001

43. Question

    By Guest Mary T, October 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2001

44. Funding QTIP with traditional IRA

    By Guest AmyK, October 23, 2001
    • 1 reply
    • 2k views
    • 
    • Mary Kay Foss
    • October 24, 2001

45. Terminated Roth with Losses

    By Guest fsokolowski, October 21, 2001
    • 3 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • October 23, 2001

46. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 18, 2001

47. Sep contribution and 5498

    By Guest Admin, October 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 15, 2001

48. new roth limits and college planning

    By Guest chrisstreet, October 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 16, 2001

49. An inherited IRA

    By Guest AngelaK, October 11, 2001
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • October 14, 2001

50. Question!

    By Guest Metrecht, October 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • October 11, 2001