IRAs and Roth IRAs

3,118 topics in this forum

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

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

2. Help! Married, filing separately

   By Guest glennchapin, September 5, 2000
   • 1 reply
   • 1.4k views
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   • John G
   • September 6, 2000

3. One or Two accounts?

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

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

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

5. Roth Ira Various Investments

   By Guest JGerman268, January 29, 2005
   • 3 replies
   • 1.4k views
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   • John G
   • January 31, 2005

6. Education IRA

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

7. help starting a roth at 18?

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

8. FIRST TIME ROTH IRA

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

9. Multiple Bene MRD Elections?

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

10. Recharacterize Roth or Withdrawal?

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

11. 10% distribution penalty on conversion Roth

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

12. Put Too Much Money In Roth Ira

    By Guest jmndn, January 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 28, 2002

13. Opening a Roth IRA

    By Guest Mellow, September 10, 2002
    • 1 reply
    • 1.4k views
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    • John G
    • September 10, 2002

14. ROTH IRA

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

15. Roth IRA Conversion in Estate

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

16. Trust beneficiary & minimum distributions

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

17. Inherited "Inherited IRA"

    By MGOAdmin, April 7, 2020   

    • inherited ira
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 16, 2020

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

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

19. How to calculate early IRA withdrawals?

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

20. 1999 Conribution made in February--what if year-end AGI exceeds limits

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

21. Consequences to IRA custodian for accepting non eligible funds

    By Guest neco, January 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 4, 2003

22. Help! firt time investor needs roth ira. where should i put the money

    By Guest delta, March 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 29, 2002

23. 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

24. Equities: Oct to July stats

    By John G, August 1, 2003
    • 5 replies
    • 1.4k views
    • 
    • John G
    • August 3, 2003

25. Getting married-start two Roth IRA's now or wait to start one.

    By Guest tippa, January 4, 1999
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • January 5, 1999

26. How to pay excise tax for 1999 early distribution, if 1999 income tax

    By k man, July 7, 2000
    • 2 replies
    • 1.4k views
    • 
    • Mary Kay Foss
    • July 14, 2000

27. 401K After-Tax Contributions

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

28. Roth IRA CD's

    By Guest Rick2542, December 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • John G
    • December 5, 2006

29. 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

30. 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

31. 401K Rollovers - IRS Approval

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

32. 401-k roll over

    By Guest jsf3028, February 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 20, 2001

33. Is new IRA a contribution?

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

34. Deduction for State Taxes paid for Roth Conversion?

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

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

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

36. If I have stock in a company purchase plan that is being discontinued

    By Guest Macfesto, March 30, 2000
    • 2 replies
    • 1.4k views
    • 
    • pjkoehler
    • April 12, 2000

37. Rollovers

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

38. AM I REALLY LIMITED TO AN INCOME OF $10,000?

    By Guest mustangmaddi, August 23, 2005
    • 3 replies
    • 1.4k views
    • 
    • John G
    • August 24, 2005

39. Roth IRA contribution types

    By Guest vs, January 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 23, 2001

40. PLRs on Waiver of 60-day limit for Rollover

    By Appleby, January 6, 2004
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 9, 2004

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

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

42. ROTH as investment vehicle for kids college

    By Guest simbarat, January 9, 2002
    • 4 replies
    • 1.4k views
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    • BPickerCPA
    • January 10, 2002

43. Direct Deposit

    By Guest brettsim, January 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2002

44. 5498-ESA Reporting Deadline

    By Appleby, February 3, 2004
    • 0 replies
    • 1.4k views
    • 
    • Appleby
    • February 3, 2004

45. 1999 Recharacterization of 1998 IRA Conversion

    By Guest robkol, March 9, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

46. 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

47. Roth Ira Income limits

    By Guest Asa, March 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 24, 1999

48. IRA 60-day loan - repaying with roll over/transfer proceeds from qualified plan?

    By sportswhiz00, March 9, 2015
    • 3 replies
    • 1.4k views
    • 
    • John G
    • March 30, 2015

49. Roth IRA vs. Education IRA

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

50. Roth Ira distibution after 65 years old

    By Guest vince, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 6, 2002