IRAs and Roth IRAs

3,118 topics in this forum

1. Roth Ira distibution after 65 years old

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

2. 1998 Sep contributions can't Roth

   By Guest Awramik, January 9, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • January 9, 1999

3. Roth Education IRA

   By Guest Carlene, December 24, 1998
   • 2 replies
   • 1.4k views
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   • Guest
   • December 24, 1998

4. 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
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   • Belgarath
   • March 24, 2015

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

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

6. ROTH IRA Withdrawl

   By Guest Ian Fownes, July 2, 2001
   • 1 reply
   • 1.4k views
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   • Guest
   • July 3, 2001

7. Tax Implications of Roth Conversion

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

8. Tax implications for 1999 conversion to Roth

   By Guest lynnsmorada, January 21, 2000
   • 1 reply
   • 1.4k views
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   • John G
   • January 21, 2000

9. Converting Roth IRA to Roth IRA

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

10. Roth IRA Funding

    By Guest passinby, January 28, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • January 28, 1999

11. 401k to Traditional to Roth Taxes

    By Guest AWinOK, January 17, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • January 28, 2000

12. Single and Getting Married...

    By Guest raven36, February 17, 2002
    • 2 replies
    • 1.4k views
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    • John G
    • February 19, 2002

13. Trust is beneficiary??????

    By Guest AFRICA6796, December 31, 2001
    • 2 replies
    • 1.4k views
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    • Appleby
    • December 31, 2001

14. Systematic payments--W-4P

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

15. News Regs for Old Bene's: Applicable?

    By Guest reg_h2b, May 14, 2001
    • 2 replies
    • 1.4k views
    • 
    • Fred Payne
    • May 25, 2001

16. Roll IRAs into plan... convert to Roth?

    By K-t-F, September 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • September 3, 2006

17. IRA investments

    By Guest Bill U., December 19, 2001
    • 1 reply
    • 1.4k views
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    • John G
    • December 20, 2001

18. Should Converted Roth IRA's and Contributory Roth IRA's be kept sepera

    By Guest JPanaro, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 4, 1999

19. How to handle excess Roth IRA contribution

    By nkaufman, August 9, 2021
    • 4 replies
    • 1.4k views
    • 
    • nkaufman
    • August 9, 2021

20. Transferring Assets to an IRA

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

21. Missed IRA purchase due date?

    By Guest Ted7, May 4, 2004
    • 4 replies
    • 1.4k views
    • 
    • txdd
    • May 10, 2004

22. Start of 5-yr wait

    By Guest hellas, December 14, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 1998

23. IRA and estate tax

    By Guest tsmith69, July 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • July 6, 2000

24. Simple Roth IRA Question

    By Guest Lukerk, October 20, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • October 21, 1999

25. MRD Using An Annuity

    By Guest kcousin, September 25, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2007

26. Roth IRA conversion tax loss

    By Guest daddybob, March 7, 2006
    • 2 replies
    • 1.4k views
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    • Appleby
    • March 8, 2006

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. Prohibited Transaction

    By jpod, May 11, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 2009

29. Tax Payments on Converted Roth IRA

    By Guest yzheng, April 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 1999

30. At what point in time is an IRA contribution considered an "exces

    By Guest amfam2, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 7, 2002

31. What is best way to undo an invalid contribution to Roth IRA?

    By Guest AD, May 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • May 20, 2000

32. Distribution

    By Guest Giraf37, November 12, 2006
    • 1 reply
    • 1.4k views
    • 
    • jevd
    • November 13, 2006

33. Yet another recharacterization question...

    By Guest Gordo, March 2, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 4, 1999

34. Roth IRA minimum contribution for minor with earned income

    By Guest aliealie, December 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 27, 2000

35. Excessive Roth contributions?

    By Guest Daniel Shedd, March 4, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • March 6, 2000

36. IRAs transfers to Qualified Plan

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

37. State Tax Withholding - Any Recommendations on software?

    By Guest irajlen, July 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 8, 1999

38. can I use excess capital loss carryforward to pay tax due on a Roth ch

    By Guest Moneypenny, January 6, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2002

39. What year was my Roth Conversion 1999 or 2000?

    By John G, January 17, 2000
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • January 17, 2000

40. Fees for IRA Distribution Advice

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

41. Roth IRAs and SEP IRAs

    By Guest patdools, April 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • April 4, 2002

42. stock/mutual fund contributions to Roth?

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

43. December 1998 full conversion with shares ex-distribution payable 1/99

    By Guest Condorcet, August 15, 1999
    • 3 replies
    • 1.4k views
    • 
    • John G
    • August 16, 1999

44. Status of H.R. 1102 Portman-Cardin Bill?

    By Guest David Hammond CISP, August 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • August 3, 2000

45. QTIP transfer to Marital Trust

    By jane123, December 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 25, 2003

46. non deducted ira

    By Guest sdieddie, January 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2002

47. Tax on Roth Conversion problem

    By Guest Yan, March 13, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 1999

48. IRS Extends Deadline for Using Revised IRA Model Documents

    By Guest David Hammond CISP, April 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 22, 2002

49. Help with potential inherited IRA's and best planning techniques

    By RayJJohnsonJr, February 17, 2023
    • 1 reply
    • 1.4k views
    • 
    • bito'money
    • February 22, 2023

50. Maximizing Roth Conversions in 1999?

    By Guest Richard M, March 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 1999