IRAs and Roth IRAs

3,118 topics in this forum

1. Possible Extension of Time to Recharacterize Roth IRA Conversion

   By Guest Bill Angell, May 1, 2001
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • May 1, 2001

2. Distributions of Life Insurance from DB Keogh Plan

   By Guest, May 1, 2001
   • 1 reply
   • 2.3k views
   • 
   • rcline46
   • May 1, 2001

3. Rules, Benefits and Downfalls For Using a Roth for Educational Funding

   By Guest CS Everett, May 1, 2001
   • 1 reply
   • 1.3k views
   • 
   • John G
   • May 1, 2001

4. Recovered Damages From Investment Advisor

   By Guest Emiliano, April 29, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 29, 2001

5. 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

6. How can my 6 year old max out in a Roth IRA?

   By Guest Ted T, April 27, 2001
   • 2 replies
   • 1.7k views
   • 
   • John G
   • April 28, 2001

7. To John G..........

   By Guest chris g, April 25, 2001
   • 1 reply
   • 1.4k views
   • 
   • John G
   • April 26, 2001

8. PLEASE ANSWER TO FRANKIEC@MEDPRO.ORG

   By Guest jfahey, April 24, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 24, 2001

9. Can I reconvert a recharacterized IRA in 2001 before extended filing d

   By Guest, April 22, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 23, 2001

10. Was Form 8606 necessary in 2000 for a 1998 conversion?

    By Guest Lonnie_parry, April 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • April 22, 2001

11. help.........

    By Guest chris g, April 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 21, 2001

12. death beneficiary options

    By Guest gastultz, April 16, 2001
    • 7 replies
    • 1.8k views
    • 
    • BPickerCPA
    • April 18, 2001

13. Reporting ineligible Roth contribution, conversion

    By Guest Tom RedSox, April 14, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 2001

14. Problematic rollover

    By Guest ndgal, April 16, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 16, 2001

15. How much can I contribute per year?

    By Guest hammr, April 16, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 2001

16. Income Reporting Dilema Regarding Roth IRA

    By Guest rgeary, April 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 14, 2001

17. Were can I find Roth IRA rates?

    By Guest Ben Merritt, April 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 12, 2001

18. Can spouse beneficiary take death distribution and then treats balance

    By Guest Shelton, April 10, 2001
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • April 11, 2001

19. DEADLINE FOR REMOVING IRA EXCESS CONTRIBUTION

    By Guest Shelton, April 5, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 11, 2001

20. Can I still recharacterize my roth ira back to a regular ira for tax y

    By Guest mattwoi, April 10, 2001
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • April 11, 2001

21. 10% Early withdrawl penalty

    By Guest P Taft, April 11, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 11, 2001

22. HOW/WHERE to download Roth IRA form.....

    By Guest TJ Hobson, April 11, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2001

23. Recharacterize Roth IRA Deadline

    By Guest sledder4321, April 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Appleby
    • April 11, 2001

24. Roth IRA conversion and recharacterization, how to report it?

    By Guest Stuck, April 9, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 10, 2001

25. Excess Roth IRA recharacterization

    By Guest Frank Slade, April 9, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 9, 2001

26. Roth IRA distribution for qualified higher education expenses

    By Guest tracy007, April 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 9, 2001

27. what is ...

    By Guest dragonfly, April 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • April 9, 2001

28. What do you use to keep track of your DRIP acct?

    By Guest Stuck, April 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • April 9, 2001

29. Paying taxes on dispursements in a Roth IRA.

    By Guest cytek, April 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • April 7, 2001

30. Deadline to set up new roth ira account and have it count in the curre

    By Guest klaussmith, April 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 7, 2001

31. No retirement plan, AGI in excess of $160K, Roth contribution eligible

    By Guest William Brooks, April 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 6, 2001

32. FORM 8686

    By Guest rpn50, April 4, 2001
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • April 5, 2001

33. Source of Dec 31 Roth conversion deadline?

    By Guest tborek, March 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2001

34. What is the contribution deadline for Education IRAs?

    By Guest Kathleen Fouquet, April 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • April 4, 2001

35. Non-residents and Roth IRA's

    By Guest csimon2799, March 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 3, 2001

36. Mistake made in 98 - how to correct it???

    By Guest JasonHenley, March 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 3, 2001

37. Deadline for correcting an IRA excess contribution?

    By Guest Shelton, April 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2001

38. ROTH IRA Problem

    By Guest, April 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • April 3, 2001

39. Stumped......IRA Question

    By Guest MVICK, March 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • April 3, 2001

40. HELP! ROTH IRA INVALID FOR NOT FILING TAXES?

    By Guest Christie L, March 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • JAMES PATRICK
    • April 2, 2001

41. How to report Roth IRA contribution?

    By Guest ncquaker, March 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 29, 2001

42. After recharacterization, what is length of waiting period before able

    By Guest Jeff G, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • BPickerCPA
    • March 29, 2001

43. Qualifying earned income for 14 yr. old.

    By Guest Rosie, March 28, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 28, 2001

44. 401K to IRA to Roth IRA Question

    By Guest DN, March 27, 2001
    • 4 replies
    • 1.4k views
    • 
    • John G
    • March 28, 2001

45. Limitations on types of funds eligible for conversion to Roth

    By Guest tarhealer, March 27, 2001
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • March 28, 2001

46. In the case of death, do IRA proceeds go directly to the named benefic

    By Guest Alex Anderson, March 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 28, 2001

47. New Roth 401(k): Reality?

    By Guest JMD, March 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 27, 2001

48. Spouse inheriting IRA where estate is the beneficiary under new propos

    By KJohnson, January 23, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 27, 2001

49. Roth IRA basis for state purposes after moving

    By Guest besskane, March 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 2001

50. IRA Trustee - Farm Rent - Prohibited Transaction?

    By Dawn Hafner, March 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • March 26, 2001