IRAs and Roth IRAs

3,120 topics in this forum

1. Contributed $2K to Roth IRA, Now AGI over $160

   By Guest ml, December 25, 1998
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • December 25, 1998

2. Roth IRA investment

   By Guest venkata, October 29, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 6, 2001

3. 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

4. Post-Retirement Roth IRA Contributions

   By Guest cstroble, August 6, 2003
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • August 6, 2003

5. Can we invest in a ROTH IRA with a foreign posting?

   By Guest miller5369, October 30, 2005
   • 1 reply
   • 1.2k views
   • 
   • JAMES PATRICK
   • October 30, 2005

6. User fee for IRS Private Letter Ruling???

   By Kathy, December 29, 1998
   • 1 reply
   • 2.3k views
   • 
   • Gary Lesser
   • December 30, 1998

7. Convert from 401k then contribute, or vice versa, or does it matter?

   By Guest cemile, April 4, 2000
   • 1 reply
   • 1.4k views
   • 
   • John G
   • April 4, 2000

8. Roth Ira distibution after 65 years old

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

9. Roth IRA Contributions

   By Guest laurie27, October 30, 2002
   • 1 reply
   • 1k views
   • 
   • John G
   • October 31, 2002

10. Coverting Traditional IRA to Roth IRA with past Recharactication?

    By Guest muckmail, December 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • ElGuapo
    • December 21, 2004

11. Q: How young can you start a roth ira?

    By Guest Mar-Cel-Nis, August 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • August 18, 2005

12. rollover from roth ira to qualified plan?

    By Guest Moira, October 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 14, 2006

13. Roth IRA Investments

    By Christine Roberts, December 29, 1998
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • December 30, 1998

14. Partially phased out Roth contribution

    By Guest Barney Byrd, April 4, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • April 4, 2000

15. Roth IRA good place for High Turnover?

    By Guest dunnamzw, August 27, 2001
    • 1 reply
    • 4.3k views
    • 
    • John G
    • August 27, 2001

16. Correcting multiple IRA mistakes

    By Guest Broth, February 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • February 11, 2002

17. Property in an IRA

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

18. Roth IRA investment type

    By Guest Nancy52, April 13, 2006
    • 1 reply
    • 1.1k views
    • 
    • John G
    • April 13, 2006

19. Roth IRA Distributions After 5 Years

    By Guest dnamertz, September 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • September 17, 2007

20. Roth Conversion Question

    By njkotz28, November 14, 2019   

    • conversion
    • roth
    • (and 1 more)

      Tagged with:

      • conversion
      • roth
      • ira
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • November 14, 2019

21. More than one Roth IRA

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • December 31, 1998

22. NYS and NYC taxes on the Roth

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 31, 1998

23. Early Withdrawal Penalty on ROTH Conversion?

    By Guest David Hammond SRS, July 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • July 8, 1999

24. roth ira for payroll deduction

    By Guest Robert Branscomb, January 3, 1999
    • 1 reply
    • 1.3k views
    • 
    • Dave Baker
    • January 3, 1999

25. What are good companies to get Roth IRA's from?

    By Guest Griff Whiting, April 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • April 5, 2000

26. Where do I go to get a Roth IRA? A bank?

    By Guest Kayann Kretschmar, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 6, 2001

27. IRA & Gov't Securities

    By Guest Bandb, October 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • October 9, 2001

28. trustee to trustee roth ira custodianship

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 3, 1999

29. Any consequences for beneficiary who takes a partial distribution from

    By Guest L Siebert CPA, July 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 14, 2000

30. Need some info on Roth IRA for my 77 yr old mom

    By Guest tmm58, November 19, 2003
    • 1 reply
    • 962 views
    • 
    • John G
    • November 19, 2003

31. Changing Roth back to traditional IRA

    By Guest Venkatagiri, April 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 7, 2000

32. TAX AND PENALTY ON EXCESS CONTRIBUTIONS WITHDRAWN

    By Guest fiy99, February 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 19, 2001

33. Roth IRA recharacterization after the fact

    By Guest DanHiltz, November 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 19, 2001

34. eligibility question

    By Guest bbennett, January 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 19, 2002

35. rollover payment from immediate annuity

    By Guest KRS401k, November 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • November 22, 2011

36. Opening Multiple Roth IRA Accounts

    By Guest jeffn, January 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 4, 1999

37. ROTH IRA LLC

    By Guest Jessica Mays, January 7, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 16, 2010

38. Hedge Funds in IRAs

    By Guest LMH, July 12, 1999
    • 1 reply
    • 1.2k views
    • 
    • Bruce Steiner
    • July 13, 1999

39. Form 8606?

    By Guest Nancy Jay, April 8, 2000
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • April 9, 2000

40. Inherited IRA

    By Guest colinm, October 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 12, 2001

41. IRA to Roth -- When to pay Taxes

    By Guest ndcook, December 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 21, 2001

42. new account

    By Guest ngrapno, September 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • September 24, 2004

43. how to roth

    By Guest Linda Odette, December 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 4, 1999

44. Converting from 401K to Roth IRA

    By Guest AmyS, July 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 19, 1999

45. Nondudctible IRA converted to Roth IRA

    By Guest Karen Miranda, March 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • March 8, 2002

46. After-Tax Roth Conversion/Rollover

    By BTH, December 13, 2010
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 13, 2010

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

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

48. Roth IRA conversion

    By Guest g-rex, April 11, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • April 11, 2000

49. How Do I start an IRA

    By Guest dshoward, January 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 6, 2001

50. Does PPA allow non-spouse rollovers from IRAs?

    By M Norton, October 16, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • October 17, 2006