IRAs and Roth IRAs

3,120 topics in this forum

1. Roth conversion + new deposits?

   By Guest Sunshine Karen, December 23, 2001
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 24, 2001

2. ROTH Conversion 1/99, est. 1999 AGI $100,700 - can my Employer Defer m

   By Guest cjgaddy, November 25, 1999
   • 1 reply
   • 1.4k views
   • 
   • John G
   • November 26, 1999

3. Roth Conversion 2010

   By bzorc, November 12, 2009
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • November 20, 2009

4. Roth Conversion 5 Year Period

   By Guest Lucee, January 13, 2002
   • 4 replies
   • 1.7k views
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   • Guest
   • January 17, 2002

5. Roth conversion after retirement

   By Guest bgoodwin, December 10, 1998
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 10, 1998

6. Roth Conversion after Retirement

   By Yesnam, April 26, 2010
   • 3 replies
   • 1.3k views
   • 
   • Yesnam
   • May 1, 2010

7. Roth conversion and nondeductibe IRA

   By Guest Bob Monte, February 27, 2002
   • 5 replies
   • 1.5k views
   • 
   • JAMES PATRICK
   • March 2, 2002

8. Roth conversion and other tax attributes

   By Guest TJG, December 9, 1998
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • December 14, 1998

9. Roth conversion BEFORE age 59 1/2 subject to 10% penalty ?

   By Guest allancoleman, November 5, 2009
   • 2 replies
   • 8.7k views
   • 
   • jevd
   • November 5, 2009

10. Roth Conversion by Executor(trix)

    By Gary Lesser, December 23, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 23, 1998

11. Roth Conversion Calculators

    By Guest breezer, December 15, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 1998

12. Roth conversion confusion

    By John G, April 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2000

13. ROTH CONVERSION DEADLINE FOR 1999?

    By John G, April 12, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2000

14. Roth Conversion Frequency

    By Guest Vicky M, June 4, 2000
    • 1 reply
    • 2.1k views
    • 
    • John G
    • June 5, 2000

15. Roth Conversion in the age 70.5 year?

    By Guest reg_h2b, December 10, 2001
    • 3 replies
    • 2.6k views
    • 
    • BPickerCPA
    • December 11, 2001

16. Roth Conversion IRA

    By Yesnam, July 31, 2008
    • 5 replies
    • 2.3k views
    • 
    • Yesnam
    • August 3, 2008

17. Roth Conversion Issue

    By bzorc, September 25, 2023
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • September 25, 2023

18. roth conversion law to pass

    By Guest lskin, May 18, 2006
    • 6 replies
    • 3.1k views
    • 
    • E as in ERISA
    • May 19, 2006

19. Roth Conversion of Pension Plan

    By JRN, November 16, 2009
    • 3 replies
    • 3k views
    • 
    • masteff
    • November 19, 2009

20. Roth conversion please help me?thx

    By Guest rothnoob, January 10, 2005
    • 10 replies
    • 2.3k views
    • 
    • John G
    • January 28, 2005

21. 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

22. Roth Conversion Question

    By bzorc, October 20, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 20, 2010

23. ROTH conversion strategy (7% less taxes in Nevada)

    By Guest gw55, December 22, 2004
    • 9 replies
    • 3k views
    • 
    • John G
    • December 27, 2004

24. Roth Conversion tax reporting problems

    By Kathy, February 5, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 1999

25. Roth Conversion Taxation for non-US-Citizen

    By Guest wundermonk, March 14, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 14, 2011

26. Roth conversion timetable

    By Guest jhellyar, May 30, 2001
    • 10 replies
    • 2.2k views
    • 
    • John G
    • June 5, 2001

27. Roth Conversion Tradeoff ?

    By Guest Art E, June 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 24, 2000

28. Roth Conversion via Spousal Rollover

    By Guest reg_h2b, December 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 28, 2001

29. roth conversion vs. med deductions

    By Guest bob1, February 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 28, 2007

30. Roth conversion with Withholding, under 59 1/2

    By Suellen Howard, August 30, 2022
    • 7 replies
    • 2.2k views
    • 
    • Suellen Howard
    • September 22, 2022

31. Roth Conversion,Roth Rollover--10% Penalty Applies?

    By Guest David Hammond SRS, March 23, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 25, 1999

32. Roth Conversion?

    By Guest erniet, July 8, 2003
    • 1 reply
    • 1k views
    • 
    • BPickerCPA
    • July 8, 2003

33. Roth conversions

    By Guest pjb, December 11, 2001
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 12, 2001

34. roth conversions

    By Guest bob1, April 14, 2006
    • 3 replies
    • 1.2k views
    • 
    • John G
    • April 14, 2006

35. Roth Conversions and AMT

    By Guest quincybadger, December 11, 2009
    • 5 replies
    • 3.3k views
    • 
    • Appleby
    • April 27, 2010

36. ROTH Conversions and CRD's

    By Oldtpa, September 21, 2020   

    • roth conversion
    • 1 reply
    • 874 views
    • 
    • Luke Bailey
    • September 22, 2020

37. Roth Conversions and Recharacterizations

    By Guest Wade Jackson, August 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • August 11, 2004

38. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar, April 10, 1999
    • 4 replies
    • 3.5k views
    • 
    • BPickerCPA
    • June 13, 1999

39. Roth Converstion

    By Guest 1040max, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • December 21, 2002

40. roth converted 2 years ago, now over 59.5, is distribution taxable?

    By JHalligan, November 29, 2022
    • 3 replies
    • 949 views
    • 
    • JHalligan
    • November 30, 2022

41. Roth deduction for Home Purchase question

    By Guest bobg, August 10, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 1999

42. Roth Disbursment

    By Guest 4thebrdz, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 15, 2005

43. Roth distribution question

    By Guest KenShiiro, April 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 14, 2007

44. Roth distributions and state taxes

    By Guest jbc@edj, September 5, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 20, 2001

45. Roth Distributions by beneficiary

    By Guest rick123, February 11, 2002
    • 13 replies
    • 1.7k views
    • 
    • BPickerCPA
    • February 15, 2002

46. roth distributions prior to 59 1/2

    By Guest rick123, February 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • February 5, 2002

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

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

48. Roth distributions when non-resident?

    By Guest Dr.Frank, February 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • February 6, 2004

49. Roth distrubution subject to 10% penalty and other taxation if reinves

    By Guest Rok, March 1, 2001
    • 4 replies
    • 1.6k views
    • 
    • John G
    • March 1, 2001

50. roth earnings withdrawal prior to age 59 tax free

    By Guest tom bochenek, January 7, 2001
    • 4 replies
    • 1.8k views
    • 
    • John G
    • January 7, 2001