IRAs and Roth IRAs

3,120 topics in this forum

1. Small vs large cap fund for Roth IRA

   By Guest CWarner, March 19, 2001
   • 1 reply
   • 3.2k views
   • 
   • John G
   • March 19, 2001

2. Eligibility to contribute to Roth IRA with or without 4 year 25% con

   By Guest jhellyar, March 18, 2001
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • March 18, 2001

3. ROTH contributions for US citizen living out of the US

   By Guest wwhite2, March 18, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 18, 2001

4. Does owning a mobile home in a park make me ineligible for the first-t

   By Guest lschoono, March 18, 2001
   • 1 reply
   • 1.4k views
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   • John G
   • March 18, 2001

5. HELP HELP HELP

   By Guest Lisa Russell, March 16, 2001
   • 4 replies
   • 1.6k views
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   • Guest
   • March 19, 2001

6. Roth IRA for children

   By Guest jperez12, March 16, 2001
   • 5 replies
   • 1.7k views
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   • John G
   • March 18, 2001

7. CONVERTING TO ROTH

   By Guest D HUNT, March 15, 2001
   • 1 reply
   • 1.4k views
   • 
   • Michael Devault
   • March 15, 2001

8. IRA minimum amounts changing?

   By Guest pawelek, March 13, 2001
   • 1 reply
   • 1.3k views
   • 
   • John G
   • March 13, 2001

9. Best place to open up an IRA/Roth IRA

   By Guest m_desai, March 13, 2001
   • 1 reply
   • 1.7k views
   • 
   • John G
   • March 13, 2001

10. How to caluculate life expectancy of spouse if not sole beneficiary.

    By Guest ElizabethH, March 13, 2001
    • 19 replies
    • 3.1k views
    • 
    • KJohnson
    • May 2, 2001

11. Roth contribution and penalties?

    By Guest Brian McMullen, March 13, 2001
    • 7 replies
    • 1.8k views
    • 
    • BPickerCPA
    • March 15, 2001

12. Report interest made on a Roth IRA to the IRS?

    By Guest Dawn Thomas, March 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 11, 2001

13. Age 70 1/2 Rule

    By Guest widower, March 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 11, 2001

14. At age 50, is it to late to save for retirement?

    By Guest Ann Harrison, March 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • John G
    • March 12, 2001

15. Opened a Roth IRA and can convert traditional IRA into Roth IRA?

    By Guest CSL, March 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 11, 2001

16. New RMD rules when the IRA owner died prior to 2000

    By Guest Sarah Brenner, March 9, 2001
    • 8 replies
    • 2.8k views
    • 
    • Appleby
    • March 15, 2001

17. what do i do and how much does it take to open a roth account?

    By Guest eric anderson, March 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 9, 2001

18. I made a Year 2000 Roth contribution, had it returned because I didn't

    By Guest irr7342, March 7, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2001

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

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

20. Recharacterizing a 2000 Roth conversion due to high AGI

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

21. 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

22. What do I do if I had to recharacterize my Roth IRA back to a traditio

    By Guest M Irby, March 7, 2001
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • March 9, 2001

23. How do I start a retirement account for a 2 year old?

    By Guest Nicolasa MMH, March 7, 2001
    • 3 replies
    • 2.5k views
    • 
    • John G
    • March 8, 2001

24. Roth IRA Rollover to a PS/401K Plan Allowed?

    By mming, March 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • March 9, 2001

25. Where do I go to get a Roth IRA? A bank?

    By Guest Kayann Kretschmar, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 6, 2001

26. What happens to Roth IRAs after exceeding MAGI limits?

    By Guest dbretzmann, March 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2001

27. Limitations on Distributions from IRA

    By Guest SBlack, March 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • March 9, 2001

28. educational withdrawals from 72t plans

    By Guest Vernon Bates, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • March 6, 2001

29. How many Roth IRAs can I have?

    By Guest Garcia365, March 4, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 4, 2001

30. Can various reported income forms as a result of ROE from a Roth accou

    By Guest gotta_run, March 3, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 3, 2001

31. Personalized Benefit Statements

    By Guest mimisteph, March 1, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2001

32. 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

33. Stock Shares for Roth Contribution

    By Guest Eli John, February 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 28, 2001

34. use of notice 2000-32 ,excess contribution as a negative number. how

    By Guest bobkat, February 26, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • March 3, 2001

35. Withholding tax on Roth IRA conversion?

    By Guest Robert Gould, February 25, 2001
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • February 25, 2001

36. Since I'm over the threshold of AGI and cannot contribute to my Roth I

    By Guest jhellyar, February 24, 2001
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 25, 2001

37. Moved during "spread-out-over-four-year" period of 1998 Roth

    By Guest raf5de6k, February 24, 2001
    • 2 replies
    • 1.5k views
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    • John G
    • March 1, 2001

38. Turned 70 1/2 in 2000. Can the new proposed regs be used for the firs

    By KJohnson, February 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • February 23, 2001

39. First Time Home Buyer

    By Guest lmluke, February 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 23, 2001

40. Can Roth IRA contributions be recharacterized to traditional IRA to ge

    By Guest ntaylor, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 23, 2001

41. Any Forms to IRA for Roth Contribution..

    By Guest ViralShah, February 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

42. Split Inherited IRA and then do a Trustee-to-Trustee Transfer?

    By Guest TommyC, February 21, 2001
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • February 24, 2001

43. IRA in 1982

    By Guest Zeljka Saric, February 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • February 22, 2001

44. I may be in a great place to convert trad-to-Roth IRA: help me confirm

    By Guest riknmari, February 21, 2001
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • February 22, 2001

45. first time home buyer with roth ira question.

    By Guest Roger Rivet, February 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

46. 401-k roll over

    By Guest jsf3028, February 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 20, 2001

47. Can I open a year 2000 Roth IRA if I have already filed my 2000 tax re

    By Guest mvandraren, February 20, 2001
    • 9 replies
    • 2k views
    • 
    • Guest
    • February 23, 2001

48. Excess contribution to a Roth, investment lost money since the contrib

    By Guest jacqui a, February 19, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 19, 2001

49. Roth IRA over contibutions

    By Guest royboy11, February 18, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 25, 2001

50. Advice for U.S. & Foreign nationals w/ IRA's moving abroad...

    By Guest kevinrm, February 17, 2001
    • 2 replies
    • 6.8k views
    • 
    • Guest
    • February 19, 2001