IRAs and Roth IRAs

3,118 topics in this forum

1. IRS Rev Ruling on Disclaimers and IRAs. Rev Ruling 2005-36

   By jevd, June 28, 2005
   • 1 reply
   • 3.4k views
   • 
   • jevd
   • June 29, 2005

2. Employer contributions to employee's Roth IRA

   By cpa2000, April 4, 2014
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • April 4, 2014

3. What is included in the modified AGI for Roth Conversions?

   By Guest frustrated, April 18, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 22, 1999

4. What our your investment options with a Roth Ira?

   By Guest John Neipert, January 6, 2001
   • 1 reply
   • 1.3k views
   • 
   • John G
   • January 6, 2001

5. Distrabution and Contrabution Question

   By Guest dst, October 10, 2005
   • 1 reply
   • 1.4k views
   • 
   • jevd
   • October 10, 2005

6. Roth IRA rollovers

   By Guest abunai, August 8, 2002
   • 1 reply
   • 1.2k views
   • 
   • John G
   • August 9, 2002

7. Catch Up Contribution rules come in two flavors

   By Guest RJM, September 24, 2004
   • 1 reply
   • 1k views
   • 
   • Appleby
   • September 27, 2004

8. Taxation at Death for a ROTH IRA

   By Guest SPollock, July 29, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 29, 1999

9. Converted in 1998, but want to pay balance of tax in 1999

   By Guest otoole, April 15, 2000
   • 1 reply
   • 1.2k views
   • 
   • BPickerCPA
   • April 16, 2000

10. returning home profits to Roth IRA

    By Guest hannidan, June 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 19, 2006

11. Barry Picker

    By Guest Shelton, September 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • September 17, 2001

12. Can you recharacterize an IRA that has already been recharacterized?

    By Guest Harding, April 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • April 17, 2000

13. filing tax return and Roth

    By Guest enigmaaaaa, December 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 31, 2003

14. IRA Transfer

    By Guest furlanod, May 12, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • May 12, 2006

15. New Roth 401(k): Reality?

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

16. First Time Home Distribution????

    By Guest spolleypt, March 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • March 25, 2002

17. Move Roth conversion account money

    By Guest mjq, June 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 29, 2004

18. PPA and Inherited IRAs

    By Guest zora, June 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • June 19, 2007

19. Roth Conversion Taxation for non-US-Citizen

    By Guest wundermonk, March 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 14, 2011

20. 1998 Recharacterization Question/problem

    By Guest Lee D, August 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 6, 1999

21. Roth Maximum Contribution - Non-Working Spouse

    By Guest golfsd, April 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • April 26, 2000

22. Why No Roth For Married Filing Separately?

    By jukeboy56, February 21, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 21, 2006

23. Investing Roth IRA Funds

    By Guest Mkjava, November 14, 2007
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • November 14, 2007

24. Multiple IRA beneficiaries

    By Guest Rick, August 11, 1999
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • August 12, 1999

25. Roth IRA

    By Guest ScottG1206, March 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • March 30, 2002

26. Spousal Beneficiary Dies Within Weeks After IRA Owner Under New Regs

    By KJohnson, July 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • July 2, 2002

27. Catch-up contributions to IRA - State by State

    By Guest cease, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 22, 2004

28. Roth IRA and future income increase.

    By Guest dblakel, May 16, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • May 17, 2004

29. Inherited IRA

    By Jordan, May 27, 2017
    • 1 reply
    • 698 views
    • 
    • ETA Consulting LLC
    • May 27, 2017

30. Penalty on overpayment of estimated taxes?

    By Guest Lonnie_parry, January 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 13, 1999

31. Distribution and conversion reported in different tax years.

    By Guest td, August 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 13, 1999

32. Help-IRA custodian refuses to recharacterize 1998 Roth conversion requ

    By Guest bdf, April 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • May 1, 2000

33. roth ira

    By Guest tab, March 4, 2003
    • 1 reply
    • 997 views
    • 
    • John G
    • March 4, 2003

34. Credit Card debt Roth IRA

    By Guest PS486, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 9, 2001

35. IRD issues when uding IRA to fund QTIP

    By Guest AmyK, October 31, 2001
    • 1 reply
    • 2.3k views
    • 
    • Mary Kay Foss
    • November 2, 2001

36. Converting Roth IRA to Roth IRA

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

37. Recharacterizing Conversion to a Roth

    By Guest NPMaxwell, March 25, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 25, 2002

38. roth ira

    By Guest john camphouse, October 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • John G
    • October 12, 2002

39. Mutual Funds

    By Guest jayhawker, January 27, 2006
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 27, 2006

40. Roth IRA Contribution Loophole

    By Guest redlenses, March 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • March 21, 2006

41. Purported Traditional IRA Conversion to Roth IRA Gone Bad

    By Guest EMM118, January 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • John G
    • January 10, 2007

42. Opening a Roth IRA

    By Guest Barbie, August 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999

43. 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

44. roth distributions taxable overseas, (particularly in Australia) ?

    By Guest willk, November 20, 2001
    • 1 reply
    • 2k views
    • 
    • Appleby
    • January 3, 2002

45. Starting a Roth IRA and how it works....

    By Guest The2002Man, July 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 21, 2002

46. Automatic Rollover IRAs

    By Guest mlee, April 16, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • April 16, 2004

47. trading in roth

    By Guest ugabuga, June 22, 2009
    • 1 reply
    • 1k views
    • 
    • jevd
    • June 22, 2009

48. Return of 2020 RMD included with a CRD

    By bzorc, April 29, 2021
    • 1 reply
    • 864 views
    • 
    • Lou S.
    • April 29, 2021

49. Roth IRA for college savings

    By Guest nesby, January 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • January 2, 2004

50. Roth Reconversion?

    By Guest CASlayden, August 16, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999