IRAs and Roth IRAs

3,123 topics in this forum

1. Do I need to file a form 1041?

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

2. Wife's Eligability

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

3. Investing in IRA . . .

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

4. Roth IRA'S

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

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

   By Guest JulieT, October 25, 2001
   • 5 replies
   • 4.9k views
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   • BPickerCPA
   • October 26, 2001

6. Question

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

7. Stretch IRAs and the new rules

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

8. Funding QTIP with traditional IRA

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

9. Terminated Roth with Losses

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

10. 1099-R Reporting

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

11. Transfer Roth IRA and write off loss?

    By Guest dunnamzw, August 24, 2001
    • 3 replies
    • 1.4k views
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    • Appleby
    • October 16, 2001

12. new roth limits and college planning

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

13. Sep contribution and 5498

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

14. An inherited IRA

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

15. Traditional IRA vs Roth IRA

    By Guest Arthur Miranda, October 7, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • October 13, 2001

16. Inherited IRA

    By Guest colinm, October 9, 2001
    • 1 reply
    • 1.6k views
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    • Guest
    • October 12, 2001

17. Question!

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

18. IRA & Gov't Securities

    By Guest Bandb, October 9, 2001
    • 1 reply
    • 1.7k views
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    • MGB
    • October 9, 2001

19. Disclosure re: botched IRA transfer

    By Christine Roberts, October 7, 2001
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • October 7, 2001

20. Earnings On Bounce Check

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

21. IRA amendments for EGTRRA

    By Belgarath, October 5, 2001
    • 0 replies
    • 1.5k views
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    • Belgarath
    • October 5, 2001

22. Taxation of Universal Life Insurance - should an ownership change be t

    By Guest Nadine, October 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Michael Devault
    • October 4, 2001

23. In-kind Minimum Required Distributions

    By Guest John E McGrady III, October 3, 2001
    • 1 reply
    • 1.9k views
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    • BPickerCPA
    • October 4, 2001

24. Spouse or Estate Inherits the IRA?

    By Guest bsf, October 2, 2001
    • 4 replies
    • 1.8k views
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    • Guest
    • October 3, 2001

25. 1st time home buyers

    By Guest thatgirl, October 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 3, 2001

26. RMD - can we switch between single and joint life expectancy

    By Guest Nadine, September 28, 2001
    • 5 replies
    • 2.3k views
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    • BPickerCPA
    • September 30, 2001

27. change in administrator

    By Guest aryeh48, September 30, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • September 30, 2001

28. American Express Roth IRAs???

    By Guest RHAND, September 27, 2001
    • 2 replies
    • 7.5k views
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    • John G
    • September 29, 2001

29. MRD in light of changes

    By bzorc, September 20, 2001
    • 4 replies
    • 1.9k views
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    • Appleby
    • September 25, 2001

30. Deadline For Making Education Ira Contribution

    By Guest Shelton, September 19, 2001
    • 5 replies
    • 2.2k views
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    • Appleby
    • September 24, 2001

31. Wife does not work

    By Guest akahome, September 24, 2001
    • 1 reply
    • 1.8k views
    • 
    • John G
    • September 24, 2001

32. Did EGTRRA change IRA phaseouts?

    By Guest Barney Byrd, September 22, 2001
    • 1 reply
    • 1.8k views
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    • BPickerCPA
    • September 23, 2001

33. Roth distributions and state taxes

    By Guest jbc@edj, September 5, 2001
    • 4 replies
    • 1.7k views
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    • david rigby
    • September 20, 2001

34. IRA distributions - pre- or post-death?

    By Guest Trirod, September 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 19, 2001

35. Taxable Income

    By Guest Dawn Thomas, September 19, 2001
    • 2 replies
    • 1.4k views
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    • John G
    • September 19, 2001

36. RMD for year of death- tax reporting

    By Guest Shelton, September 17, 2001
    • 3 replies
    • 2.1k views
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    • Bruce Steiner
    • September 17, 2001

37. Barry Picker

    By Guest Shelton, September 17, 2001
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • September 17, 2001

38. Roth IRA- married filing separately

    By Guest cyelkovan, September 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 16, 2001

39. Trading in Roth IRA plans

    By Guest MikeL, September 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 15, 2001

40. Foreign Tax Withholding On Ira Investments

    By Guest Shelton, September 13, 2001
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • September 14, 2001

41. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 13, 2001

42. RMD From IRA and 403(b)?

    By Guest irr7342, September 10, 2001
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • September 11, 2001

43. annuity experts out there?

    By Belgarath, August 30, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 10, 2001

44. Would this be a valid Roth IRA?

    By Guest Grahame, September 5, 2001
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 2001

45. Roth IRA used for prepayment of mort.?

    By Guest lstolty, September 6, 2001
    • 1 reply
    • 1.5k views
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    • John G
    • September 6, 2001

46. Roth IRA or Education IRA??

    By Guest lstolty, September 6, 2001
    • 2 replies
    • 1.4k views
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    • txdd
    • September 6, 2001

47. I'm 32 and I want a Million

    By Guest nicki, September 4, 2001
    • 11 replies
    • 2.8k views
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    • John G
    • September 5, 2001

48. Transfers of IRA Assets by Non-Spouse Beneficiaries

    By Guest David Hammond CISP, August 24, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2001

49. Reimbursing IRA For Ubti Charges

    By Guest AFRICA6796, September 4, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 4, 2001

50. Invest in Index Fund

    By Guest james_cc, September 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 4, 2001