IRAs and Roth IRAs

3,118 topics in this forum

1. roth IRA conversion

   By Guest mrg, May 3, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • May 4, 2000

2. QCD for Split-Interest Entity

   By Ian, June 16, 2023
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • June 16, 2023

3. College Student investing in IRA, appreciate some info.

   By Guest UCRBusinessMan, July 19, 2001
   • 1 reply
   • 1.7k views
   • 
   • John G
   • July 19, 2001

4. Receive annual reports in Roth IRA?

   By Guest csulb40, June 6, 2003
   • 1 reply
   • 877 views
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   • John G
   • June 6, 2003

5. Can a grantor trust be treated as the "owner" of an IRA?

   By Guest dkb1955, November 1, 2000
   • 1 reply
   • 3.1k views
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   • BPickerCPA
   • November 1, 2000

6. Growth Fund vs TIPS

   By Guest dmalcolm, July 21, 2002
   • 1 reply
   • 1.2k views
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   • John G
   • July 21, 2002

7. Beneficiary IRA Distribution

   By Guest talktomatthew, August 11, 2002
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • August 12, 2002

8. FIRST TIME ROTH IRA

   By Guest nextelripper, April 19, 2004
   • 1 reply
   • 1.4k views
   • 
   • John G
   • April 19, 2004

9. Backdoor Roth Conversion: is loan offset rollover "deductible" or "non-deductible" contribution?

   By Era, January 15, 2021
   • 1 reply
   • 621 views
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   • Lou S.
   • January 15, 2021

10. Recharacterizing a 2000 Roth conversion due to high AGI

    By Guest sjcassarino, March 7, 2001
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • March 8, 2001

11. 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
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    • BPickerCPA
    • March 28, 2001

12. Can you rechar Trad IRA contribution into SIMPLE IRA?(Trad contrib made in 2003; rechar to take place b4 yr end....

    By Guest amfam2, November 20, 2003
    • 1 reply
    • 1.2k views
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    • Appleby
    • November 21, 2003

13. IRA withdrawal should have occurred last year

    By benefitsguru, February 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • February 21, 2014

14. Roth deduction for Home Purchase question

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

15. Transfering funds from a 401k plan to a Roth IRA

    By Guest K Heil, May 18, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • May 18, 2000

16. Help! Married, filing separately

    By Guest glennchapin, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 6, 2000

17. Deferring income to qualify for a conversion to a Roth

    By Guest Dodd Cosgrove, March 7, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 8, 2001

18. what are the specific qualifications for a roth IRA

    By Guest UMfanatic, September 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • September 7, 2004

19. Roth IRA's and Employer Plans

    By Guest Pat Lafferty, January 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • January 19, 1999

20. Refusing to be benefitiary ?

    By John G, August 31, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • August 31, 1999

21. MRD Calculations

    By bzorc, May 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2000

22. What are IRS reportability requirements of Roth IRA transactions

    By Guest donoharm, January 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • January 7, 2002

23. Immediate Annuities - IRA's and Form 5498

    By Guest u2achtungbaby, April 29, 2003
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 13, 2003

24. Roth IRA contributions question

    By Guest saber, July 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • July 21, 2004

25. Bifurcation of a Non-Deductible IRA

    By joel, November 3, 2016
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • November 3, 2016

26. Question about setting up ROTH IRAs

    By Guest cowegg, January 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 1999

27. What is best way to undo an invalid contribution to Roth IRA?

    By Guest AD, May 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • May 20, 2000

28. Education Roth IRA phase out calculation

    By Guest pentex, February 7, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 7, 2002

29. late minimum required distributions

    By Guest JBeck, May 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 11, 2004

30. Convert only post-tax money in Trad IRA to Roth?

    By Guest MSDalt, August 16, 2008
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • August 16, 2008

31. Will conv. to Roth help AMT?

    By Guest Janly, January 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

32. Minor ROTH IRAs

    By Guest Denise Murphy, September 1, 1999
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • September 2, 1999

33. Qualifying earned income for 14 yr. old.

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

34. Disclaimers w/ Trusts

    By Guest reg jones, July 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 23, 2003

35. IRA providers

    By Guest cecile, September 1, 1999
    • 1 reply
    • 1.5k views
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    • John G
    • September 2, 1999

36. IRA to ROTH rollover confusion from what I've read.

    By Guest erickbe, May 31, 2000
    • 1 reply
    • 1.6k views
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    • Michael Devault
    • May 31, 2000

37. distribution regular ira

    By Guest gabriel, July 20, 2003
    • 1 reply
    • 901 views
    • 
    • Appleby
    • July 22, 2003

38. ROTH IRA Contrib questions

    By Guest erickbe, May 31, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • May 31, 2000

39. Do you have to contribute all of your Roth IRA with the same instituti

    By Guest burr01, December 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 13, 2000

40. Rollover 401k After Tax Amount to Roth IRA

    By Guest PeteC, December 3, 2008
    • 1 reply
    • 3.2k views
    • 
    • Appleby
    • December 4, 2008

41. UnRoth States

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

42. IRA Beneficiaries and second marriages

    By Guest PBrinckerhoff, September 2, 1999
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • September 3, 1999

43. Roth Conversion Frequency

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

44. IRA or Roth IRA, which one is better ?

    By Guest Andulia, January 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 28, 2001

45. Question!

    By Guest Metrecht, October 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • October 11, 2001

46. 5 year waiting period

    By Guest driger, December 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • December 11, 2002

47. Old Pension client on disability... $ in IRA now & wants to withdrawl

    By K-t-F, January 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 5, 2004

48. Roth 401(k)

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

49. Re-characterization question

    By Guest Jay Dansicker, November 26, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 27, 2000

50. How to report Roth IRA contribution?

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