IRAs and Roth IRAs

3,120 topics in this forum

1. Excessive Roth contributions?

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

2. State Tax Withholding - Any Recommendations on software?

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

3. 1999 Recharacterization of 1998 Roth conversion--How to file?

   By Guest SQuinn, March 15, 2000
   • 2 replies
   • 1.4k views
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   • Guest
   • March 16, 2000

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

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

5. 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

6. Convert Traditional IRA to Roth IRA or no?

   By Guest Kristin J, March 22, 2001
   • 1 reply
   • 1.4k views
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   • John G
   • March 23, 2001

7. UnRoth States

   By Guest Jim Brennan, October 19, 1998
   • 1 reply
   • 1.4k views
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   • Guest
   • January 25, 1999

8. Distribution

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

9. Yet another recharacterization question...

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

10. Tax on Roth Conversion problem

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

11. Conversion calculators

    By Guest JPIngold, August 2, 2010
    • 8 replies
    • 1.4k views
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    • John G
    • August 24, 2010

12. Real Estate in a Roth IRA.

    By Guest pe6232000, July 10, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • July 30, 2005

13. 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

14. Contributions that bypass IRA trustee and go directly to mutual funds

    By Guest T Hoffman, May 21, 1999
    • 5 replies
    • 1.4k views
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    • Guest
    • May 24, 1999

15. QTIP transfer to Marital Trust

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

16. IRAs transfers to Qualified Plan

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

17. 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

18. Yearly fees

    By Guest soanywaytx, July 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • July 30, 2002

19. Roth IRAs and SEP IRAs

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

20. Roth 401(k)

    By Guest SPollock, January 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

21. Later Retirement and RMD's

    By Guest David Hammond CISP, December 13, 2002
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • December 19, 2002

22. Roth IRA conversion tax loss

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

23. too many IRA's

    By Guest maxx, February 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 27, 2000

24. Yet another 401k to Roth question

    By Guest ScottieBeans, September 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 24, 2000

25. Just getting a new Roth and need help

    By Guest lars, January 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 11, 1999

26. Following up on my first question - if short term gains count towards

    By John G, December 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 17, 1999

27. What do I do on excees amount on ROTH IRA.

    By Guest chandra patel, March 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • March 20, 1999

28. After-ax Money in IRA Rollovers from Workplace Plans

    By Guest David Hammond CISP, December 13, 2002
    • 2 replies
    • 1.4k views
    • 
    • JAMES PATRICK
    • December 14, 2002

29. Maximizing Roth Conversions in 1999?

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

30. ROth Account distribution

    By Guest Tundra88, April 3, 2006
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 6, 2006

31. After-Tax Roth Conversion/Rollover

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

32. Taxes on Roth Conversion

    By Guest GeorgeB, March 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 17, 1999

33. Withdrawal of Excess Roth-IRA Contribution

    By flosfur, March 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • flosfur
    • March 21, 2001

34. Missed IRA purchase due date?

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

35. Removing eviscerated Roth IRA excess contribution

    By Guest amcnaughton, April 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 14, 2003

36. I converted from IRA to Roth and may have exceeded $100,000 AGI.

    By Guest Wade, January 1, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 2, 2000

37. CA treatment of Roth Conversion

    By Guest Lee, February 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 20, 1999

38. No minimum auto. deposit Roth mutual fund families.

    By Guest Stoughton, February 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 8, 1999

39. Investing young...

    By Guest Apoc, February 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 8, 2006

40. Can Contributions Continue To SIMPLE IRA If Spouse Sponsors 401(k)?

    By mming, December 23, 2020
    • 9 replies
    • 1.4k views
    • 
    • mming
    • December 28, 2020

41. Custodians

    By Guest yelena, April 29, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2005

42. Excess Matching Contributions in SIMPLE IRA

    By wmyer, December 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • wmyer
    • December 19, 2000

43. Required Minimum Distribution Options

    By Guest lhh61, April 22, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 22, 2006

44. Canadian Citizen and Resident

    By Guest t936, May 17, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • May 19, 2005

45. Message Board Milestone

    By Guest David Hammond SRS, May 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 1999

46. Recharacterize 2000 Roth IRA Conversion with 1999 Roth Contribution As

    By Guest pkeyser, March 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 8, 2001

47. After required beginning date, can participant roll over funds from qu

    By chris, November 10, 1999
    • 0 replies
    • 1.4k views
    • 
    • chris
    • November 10, 1999

48. I Bonds IRA Rollover

    By Guest heavyk, November 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2001

49. Beef to ROTH ?

    By Guest, September 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 7, 1999

50. Sale of Stock in a Roth IRA

    By Guest BEKEDAM, December 12, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • December 13, 1999