IRAs and Roth IRAs

3,120 topics in this forum

1. SIMPLE IRA CONVERSION

   By Guest bobo, December 16, 1998
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • December 17, 1998

2. conversion from ira to roth ira, what is maximum AGI limit

   By Guest mike wiedmeyer, March 22, 2000
   • 1 reply
   • 2k views
   • 
   • John G
   • March 22, 2000

3. SEP to Roth - any limits on number of conversions?

   By Guest rfopiano, October 5, 2000
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • October 6, 2000

4. Roth IRA

   By Guest tigerfish, August 2, 2001
   • 1 reply
   • 1.4k views
   • 
   • John G
   • August 3, 2001

5. roth recharachterzation

   By Guest steve1234, October 28, 2002
   • 1 reply
   • 1k views
   • 
   • BPickerCPA
   • October 30, 2002

6. Spouse Eligibility

   By Guest kac1214, December 16, 1998
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 17, 1998

7. Trading in Roth IRA plans

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

8. Can I contribute to SEP and IMMEDIATELY roll it over to Roth?

   By Guest mku, November 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • November 17, 2003

9. Taxable IRA Distributions

   By Guest Al Schut, March 23, 2000
   • 1 reply
   • 1.3k views
   • 
   • John Olsen
   • March 23, 2000

10. How many Roth IRAs can I have?

    By Guest Garcia365, March 4, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 4, 2001

11. Disclosure re: botched IRA transfer

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

12. Missed minimum required distributions.

    By Guest jpetrancosta, November 14, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 14, 2002

13. Recharacterization requested after IRA to IRA transfer?

    By Guest amfam2, April 13, 2004
    • 1 reply
    • 971 views
    • 
    • Appleby
    • April 14, 2004

14. Death of IRA beneficiary

    By steve-o, December 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 13, 2007

15. Roth IRA - can it invest in startup company?

    By Guest Richard Belden, March 23, 2000
    • 1 reply
    • 2.3k views
    • 
    • John G
    • March 24, 2000

16. Convert Traditional IRA to Roth IRA or no?

    By Guest Kristin J, March 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 23, 2001

17. Roth Converstion

    By Guest 1040max, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • December 21, 2002

18. SIMPLE IRA Providers

    By austin3515, March 24, 2004
    • 1 reply
    • 2k views
    • 
    • John G
    • March 24, 2004

19. Can I open a ROTH IRA if I already participate in my employer's pensio

    By Guest giacomo15, August 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • August 5, 2000

20. Simple IRA and Traditional IRA Contribution

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

21. Roth Conversion

    By bzorc, April 13, 2007
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 17, 2007

22. Reversing an IRA conversion

    By Guest OldPro, December 20, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 20, 1998

23. Rollover consisting of real property

    By Guest kaybe, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • June 11, 1999

24. Failed to recharacterize Roth before 12/31/99

    By Guest chrisdec, March 24, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 24, 2000

25. Roth distribution question

    By Guest KenShiiro, April 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 14, 2007

26. Participant Reimbursing Fees to IRA

    By lalaland, July 8, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • July 9, 2014

27. TO CONVERT OR NOT?

    By Guest IZZYCPA, December 20, 1998
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 21, 1998

28. Roth, daytrading, and Taxes

    By Guest ToddWebb, March 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 24, 2000

29. IRA Required Minimum Distributions

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

30. Roth IRA owned C corporations

    By Guest clos, April 24, 2003
    • 1 reply
    • 961 views
    • 
    • Guest
    • April 24, 2003

31. IRAs transfers to Qualified Plan

    By pbarrett, July 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • July 16, 2003

32. Conversion, distribution & taxes

    By Guest fiduciary1, December 20, 2004
    • 1 reply
    • 952 views
    • 
    • Appleby
    • December 21, 2004

33. early withdrawl question (roth)

    By Guest pdog101, July 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 21, 2005

34. Roth IRA vs Traditional IRA

    By Guest thomascyu, March 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 24, 2000

35. Yet another 401k to Roth question

    By Guest ScottieBeans, September 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 24, 2000

36. What funds to include in converting from IRA to Roth

    By Guest eunice, November 19, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • November 19, 2000

37. Roth IRAs, 403b's, etc...

    By Guest sethwm, October 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • October 29, 2002

38. RMD required from IRA if rolled into 401(k)

    By Scuba 401, January 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 10, 2011

39. Surviving spouse elections

    By Guest Christine, December 17, 1998
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • December 22, 1998

40. Withdrawal of Roth Contributions

    By Guest jsexton9, June 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 15, 1999

41. Converted Roth /1st time home purchase/5 year hold not met/ Can I make

    By Guest, October 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • October 27, 2000

42. SEP/Roth can i do both in same year?

    By Guest LHelleren, December 18, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 22, 1998

43. IRA beneficiary designation in conflict

    By k man, March 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 26, 2000

44. Both Roth and traditional IRA

    By Guest tgille, October 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 5, 2005

45. Distribution Code for Recharacterizations

    By Guest Becky Blackford, December 22, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 22, 1998

46. Relationship of child's Roth conversion to parent

    By Guest Sonny, March 25, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 26, 2000

47. Real Estate In IRAs

    By Guest Richard Sanvi, March 19, 2003
    • 1 reply
    • 1k views
    • 
    • mbozek
    • March 19, 2003

48. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • June 18, 1999

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

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

50. interested in participating in a roth ira need particulars on how it w

    By Guest suprma2333, November 14, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 15, 2002