IRAs and Roth IRAs

3,120 topics in this forum

1. Rollover of Traditional IRA in to Roth IRA.

   By Guest skaranam, December 27, 2003
   • 1 reply
   • 1k views
   • 
   • Appleby
   • December 27, 2003

2. Fed Gov seperation leave cashout eligible for IRA?

   By Guest westbay, April 11, 2006
   • 1 reply
   • 1.4k views
   • 
   • saabraa
   • April 11, 2006

3. Which is best for a YOUNG investor, Roth IRA, or IRA?

   By Guest Goodnews, June 18, 1999
   • 1 reply
   • 1.3k views
   • 
   • John G
   • June 19, 1999

4. If an IRA owns an interest in an LLC, is this a prohibited transaction

   By Guest Tara Curran, January 24, 2001
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • January 24, 2001

5. Roth IRA investment

   By Guest Dave38Ca, July 17, 2001
   • 1 reply
   • 1.3k views
   • 
   • John G
   • July 17, 2001

6. Roth IRA Contributions

   By Guest seitmom, April 6, 2002
   • 1 reply
   • 1.3k views
   • 
   • John G
   • April 7, 2002

7. 401K Rollovers - IRS Approval

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

8. Catch-up contributions--timing

   By Felicia, April 14, 2004
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • April 14, 2004

9. Converting Annuities to IRA

   By Guest jimheil, June 19, 1999
   • 1 reply
   • 1.5k views
   • 
   • John Olsen
   • June 19, 1999

10. Roth Investment Alternative (Discounted Notes?)

    By Guest Dave38Ca, July 17, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 17, 2001

11. Estate Tax Valuation of decedent's community interest in survivor's IR

    By Guest Jenny E, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • John Olsen
    • June 20, 1999

12. conversion timing

    By Guest jgrat, March 29, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 29, 2000

13. educational withdrawals from 72t plans

    By Guest Vernon Bates, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • March 6, 2001

14. Beneficiary dies, estate is beneficiary

    By ombskid, December 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 14, 2007

15. RMD from IRA

    By Guest KVAlbert, December 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 14, 2010

16. Minor Loophole for '98?

    By Guest Ian, December 22, 1998
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 23, 1998

17. roth ira.....socila security

    By Guest syrinx1976, May 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • May 19, 2002

18. early withdrawal from Roth

    By Guest enigmaaaaa, December 29, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 29, 2003

19. retired and looking to open a Roth Ira

    By Guest fastfreddy066, March 15, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 15, 2005

20. Income

    By Fisher, July 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • July 20, 2009

21. Non-spouse Roth beneficiary - no RMDs taken

    By CBCPA, February 15, 2019
    • 1 reply
    • 919 views
    • 
    • card
    • February 15, 2019

22. Roth Conversion by Executor(trix)

    By Gary Lesser, December 23, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 23, 1998

23. IRA's and Protection from Creditors

    By Guest jason, June 22, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 23, 1999

24. 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

25. IRA and Post-Nuptial Agreement

    By Guest drdcreek, June 24, 1999
    • 1 reply
    • 2.6k views
    • 
    • John G
    • June 24, 1999

26. Tax Benefit of a Roth IRA

    By Guest LaTishaJoy, January 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • January 4, 2001

27. Gift from one IRA to another

    By JRG, April 28, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 6, 2010

28. stock/mutual fund contributions to Roth?

    By Guest gstevens, December 23, 1998
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 24, 1998

29. Maximum Roth IRA 2001 contribution?

    By Guest Arlie Jenks, January 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • January 4, 2001

30. Inherited IRA

    By Guest rondom, April 5, 2005
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 6, 2005

31. Real Estate investment abroad through Roth IRA

    By Guest sku, March 27, 2009
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 27, 2009

32. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM, January 9, 2020   

    • ira
    • secure
    • (and 2 more)

      Tagged with:

      • ira
      • secure
      • beneficiary
      • distributions
    • 1 reply
    • 1.1k views
    • 
    • G8Rs
    • January 13, 2020

33. Any reason to open a Roth in 1998 if I am not going to convert for 5 y

    By Guest joeblues, December 24, 1998
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 24, 1998

34. Roth IRA & Company 401k

    By Guest jimbo, June 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 25, 1999

35. Selecting a "Broker/Bank" to help open a ROTH IRA.

    By Guest syncmasterp, September 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • September 26, 2000

36. Roth Recharacterization question

    By bzorc, March 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 23, 2001

37. Roth Ira

    By Guest machIcj, April 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 8, 2002

38. IRA contributions for non-taxable income

    By Guest IRAinquiry, February 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • February 27, 2004

39. Roth IRA loss and mandatory 10% penalty

    By Guest avalancheone, April 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 6, 2005

40. Early withdrawal from Roth IRA

    By Guest lvdr, February 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • John G
    • February 17, 2006

41. Looking for Explanation of Roth Conversion Tax Penalty.

    By Guest jmwskw, June 26, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 27, 1999

42. Eligibility for Roth IRA when filing status is married filing separate

    By Guest Judy Edwards, March 31, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • March 31, 2000

43. non-deductible conversions

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

44. Spouse Bene, RMD in year of death

    By mathead, August 16, 2010
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • August 16, 2010

45. Trustee Reporting of Prohibited Transactions

    By lalaland, May 23, 2014
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 24, 2014

46. Annual Fees--small accounts

    By Guest Christine, December 24, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 1998

47. IRA Mandatory Distribution

    By Guest TAG, March 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • April 1, 2000

48. Rollover of Conduit IRA

    By Guest RPSS, October 9, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • October 9, 2000

49. 72t dates

    By Guest bob1, April 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • basumukherji
    • April 17, 2004

50. ROTH Conversions and CRD's

    By Oldtpa, September 21, 2020   

    • roth conversion
    • 1 reply
    • 872 views
    • 
    • Luke Bailey
    • September 22, 2020