IRAs and Roth IRAs

3,120 topics in this forum

1. Roth Education IRA

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

2. Roth Ira distibution after 65 years old

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

3. 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

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

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

5. 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

6. 1999 Recharacterization of 1998 IRA Conversion

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

7. 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

8. 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

9. 1998 Sep contributions can't Roth

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

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

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

11. 401-k roll over

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

12. ROTH as investment vehicle for kids college

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

13. Tax implications for 1999 conversion to Roth

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

14. contributing to my RothIRA

    By Guest SusanG, August 20, 2001
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • August 21, 2001

15. Direct Deposit

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

16. 5498-ESA Reporting Deadline

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

17. Newbie: What exactly do I ""do with the money I put in my Roth IRA?

    By Guest carrrottt09, February 8, 2005
    • 6 replies
    • 1.4k views
    • 
    • John G
    • February 11, 2005

18. Rollover of spouse's IRA after RBD

    By nancy, December 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 5, 1999

19. Roth IRA minimum contribution for minor with earned income

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

20. Roth IRA contribution types

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

21. ROTH IRA Withdrawl

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

22. Start of 5-yr wait

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

23. 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

24. IRA and estate tax

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

25. Single and Getting Married...

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

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

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

27. Roth Ira Income limits

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

28. 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

29. Roth IRA Funding

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

30. Alternatives if I have contributed $2000 to a Roth IRA and expect to b

    By Guest trainvil, December 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 23, 1999

31. IRA investments

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

32. Roth Prior-Yr cont made after filing '98 return

    By Guest Rick, April 22, 1999
    • 6 replies
    • 1.4k views
    • 
    • Kathy
    • May 7, 1999

33. 401k to Traditional to Roth Taxes

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

34. Tax Payments on Converted Roth IRA

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

35. Trust is beneficiary??????

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

36. stock/mutual fund contributions to Roth?

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

37. Relief for Missed RMDs Due to IRA Beneficiary Dispute

    By Plan Doc, February 23, 2024
    • 3 replies
    • 1.4k views
    • 
    • Plan Doc
    • February 23, 2024

38. IRS PLR On IRA Distributions to Multiple Beneficiaries from IRA Subacc

    By Guest Edward McElroy, July 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Bruce Steiner
    • July 9, 1999

39. 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

40. Roth IRA, Traditional IRA, Union Pension

    By Guest larzini, March 23, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 2006

41. Roth and day trading

    By Guest Duane, January 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 17, 2000

42. Simple Roth IRA Question

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

43. MRD Using An Annuity

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

44. non deducted ira

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

45. Laid off - planning on coverting 401K to IRA to Roth, have questions o

    By Guest xxpaulcpxx, April 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 29, 2001

46. 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

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

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

48. Roth-IRA MAGI Limit Question and Strategy

    By Guest fsutaylor31, October 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • dh003i
    • October 27, 2004

49. 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

50. Prohibited Transaction

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