IRAs and Roth IRAs

3,120 topics in this forum

1. Should I invest in a Roth IRA or something else with money from an inheiratance?

   By Guest chrisjns, October 17, 2004
   • 2 replies
   • 1.4k views
   • 
   • John G
   • October 19, 2004

2. Roth IRA Conversion

   By Guest rgorman, October 20, 2006
   • 1 reply
   • 1.4k views
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   • John G
   • October 20, 2006

3. Roth IRA

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

4. 401K Rollovers - IRS Approval

   By Guest BigAl, April 29, 2002
   • 1 reply
   • 1.4k views
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   • MGB
   • April 29, 2002

5. FIRST TIME ROTH IRA

   By Guest nextelripper, April 19, 2004
   • 1 reply
   • 1.4k views
   • 
   • John G
   • April 19, 2004

6. Can one invest in startups using a Roth?

   By Guest sambapati, January 16, 1999
   • 3 replies
   • 1.4k views
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   • Guest
   • January 17, 1999

7. ira rollover

   By Guest Elizabeth Gaskins, March 29, 2002
   • 3 replies
   • 1.4k views
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   • John G
   • April 1, 2002

8. Is taking a Tax Loss in Roth IRA possible?

   By Guest irr7342, December 29, 2003
   • 3 replies
   • 1.4k views
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   • Harwood
   • December 29, 2003

9. Systematic payments--W-4P

   By Felicia, October 30, 2003
   • 2 replies
   • 1.4k views
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   • Guest
   • October 31, 2003

10. Roth Contributions/Investment strategy

    By Guest MustangMike, December 4, 2005
    • 2 replies
    • 1.4k views
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    • Guest
    • December 7, 2005

11. Conversion to Roth in Year Turning 70 1/2

    By Guest Wade Jackson, March 4, 2002
    • 2 replies
    • 1.4k views
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    • Appleby
    • March 4, 2002

12. Property in an IRA

    By doombuggy, January 25, 2006
    • 1 reply
    • 1.4k views
    • 
    • saabraa
    • January 25, 2006

13. When is the IRA "deemed" the spouse's IRA?

    By Guest reg_h2b, December 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2001

14. withholding--Roth IRAs

    By Guest Christine, January 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 4, 1999

15. Reporting ROTH contributions to IRS

    By Guest simbarat, March 27, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • April 10, 2002

16. plan not allow bene take RMD over life.

    By Guest john cablet, February 8, 2000
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • February 10, 2000

17. One or Two accounts?

    By Guest Trill, February 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 29, 2000

18. Recharacterize Roth or Withdrawal?

    By Guest jkr, March 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 20, 2002

19. Education IRA

    By Guest Alk, December 15, 1998
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 1998

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

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

21. should I always recharacterize Roth contributions just before tax seas

    By Guest andrewg, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 30, 2000

22. Got married in December. Can I make Roth IRA contribution?

    By Guest JasonMC, February 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 21, 2002

23. 1999 Conribution made in February--what if year-end AGI exceeds limits

    By Guest Hampton, February 11, 1999
    • 3 replies
    • 1.4k views
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    • Kathy
    • February 13, 1999

24. How to calculate early IRA withdrawals?

    By Guest troutman, March 29, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2000

25. How do I report a recharacterization on my tax form?

    By Guest mpe1955, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

26. Rollovers

    By Guest frodo, November 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • John G
    • November 18, 2007

27. Roth IRA account which allows you to invest where you want?

    By Guest seanof30306, October 25, 2008
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 13, 2008

28. Sch. C filer with Roth 401k deferrals, Roth IRA, in excess of Sch. C comp?

    By Belgarath, March 24, 2015
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • March 24, 2015

29. Trust beneficiary & minimum distributions

    By Guest ndgal, December 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 7, 2000

30. 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

31. First Time Home Distribution????

    By Guest spolleypt, March 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • March 25, 2002

32. Multiple Bene MRD Elections?

    By Guest reg_h2b, January 30, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2002

33. Roth IRA vs. Education IRA

    By Guest KariJo, March 14, 2000
    • 3 replies
    • 1.4k views
    • 
    • John G
    • March 15, 2000

34. I'm so Confused about Roth Conversion-Pls. Help!

    By Guest jmwskw, June 4, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • June 4, 1999

35. Transferring Assets to an IRA

    By Guest star, March 11, 2005
    • 6 replies
    • 1.4k views
    • 
    • John G
    • March 11, 2005

36. 10% distribution penalty on conversion Roth

    By Guest Ross McKinney, December 5, 2002
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • January 2, 2003

37. Converting Roth IRA to Roth IRA

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

38. Death of beneficiary spouse shortly after IRA owner dies

    By Bird, December 2, 2021
    • 7 replies
    • 1.4k views
    • 
    • Appleby
    • December 10, 2021

39. i'm a 28 yo med student with sizable loans should i open up a roth

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.4k views
    • 
    • John Olsen
    • March 29, 2000

40. help starting a roth at 18?

    By Guest katie927, September 16, 2005
    • 3 replies
    • 1.4k views
    • 
    • John G
    • September 27, 2005

41. Fees for IRA Distribution Advice

    By kgr12, May 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 20, 2010

42. Can you recharacterize an IRA that has already been recharacterized?

    By Guest Harding, April 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • April 17, 2000

43. What if I can't deposit 2000K yearly? Help!

    By Guest tomeki28, February 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Earl
    • February 10, 2002

44. Tax Implications of Roth Conversion

    By Guest jimh, February 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 25, 2002

45. ROTH IRA

    By Guest LarryM 68, April 5, 2007
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 5, 2007

46. Roth IRA Conversion in Estate

    By Guest Misty, July 31, 2003
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • August 2, 2003

47. Deduction for State Taxes paid for Roth Conversion?

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

48. Is new IRA a contribution?

    By Guest tyke, January 15, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • January 15, 2001

49. Converting 401(k) to Roth in a zero-earned-income year. Goal: use up itemized deductions and child tax credit.

    By Guest mku, December 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • December 4, 2003

50. 401K After-Tax Contributions

    By Guest BigAl, June 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • June 5, 2002