IRAs and Roth IRAs

3,118 topics in this forum

1. Calculating Income from Excess Contrib.

   By Guest excessroth, November 11, 1999
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • November 12, 1999

2. Early Roth Withdrawls

   By Guest scooter, March 9, 1999
   • 2 replies
   • 1.4k views
   • 
   • John G
   • March 23, 1999

3. Rotha IRA for 1999 capital gains

   By Guest barbra, September 13, 2000
   • 3 replies
   • 1.4k views
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   • Guest
   • September 14, 2000

4. Two Roth Accounts?

   By Guest kks, July 16, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • July 16, 2001

5. Start Roth or add to IRA

   By Guest blujean1, December 23, 1998
   • 0 replies
   • 1.4k views
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   • Guest
   • December 23, 1998

6. Distrabution and Contrabution Question

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

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

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

8. Unqualified Withdrawals

   By TD, July 28, 2023
   • 2 replies
   • 1.4k views
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   • Belgarath
   • August 1, 2023

9. Starting a Roth IRA & Retirement money

   By Guest joshuaj, March 1, 1999
   • 2 replies
   • 1.4k views
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   • Guest
   • March 5, 1999

10. Determining Stock Price for Roth IRA Conversion

    By Guest MAJT2, March 23, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 23, 1999

11. 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

12. Be ever vigilant about mundane paperwork! Lost docs

    By John G, April 2, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 8, 2005

13. Question on a partial recharacterization and conversion to a Roth.

    By Guest AaronWenger, August 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 7, 2000

14. Is taking a Tax Loss in Roth IRA possible?

    By Guest irr7342, December 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • Harwood
    • December 29, 2003

15. Roth IRA recharacterization after the fact

    By Guest DanHiltz, November 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 19, 2001

16. 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

17. Using a series of partial Roth Conversions to stay within low marginal

    By Guest WFMinter, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 17, 1999

18. 59 1/2 rule for Inheritance IRA

    By Guest bluedevil, April 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • May 2, 2005

19. Prior Year Sep Contributions

    By Guest dmrrtr, August 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 4, 2001

20. Trading in Roth IRA plans

    By Guest MikeL, September 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 15, 2001

21. Looking for firm to be trustee of a group IRA under section 408(c)

    By cathyw, July 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • cathyw
    • July 14, 2000

22. 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

23. Self-Employed Roth?

    By Guest Geri Patrick, January 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2000

24. Can I contribute to a Traditional or Roth IRA while participating in a

    By Guest Carl C, February 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 7, 2001

25. Help with IRA's

    By Guest copeemmy, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

26. Age 59.42 Rollover

    By Guest Jim Brennan, December 3, 1999
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 5, 1999

27. 401(k) in-service dist to IRA, then to charity in Jan 2013

    By Guest kprhok, January 24, 2013
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 2, 2013

28. Tax Implications of a ROTH IRA Conversion

    By Guest Kingsley, March 14, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • March 15, 2000

29. Substantially Equal Payments from an IRA

    By bzorc, May 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • May 3, 2000

30. Roth IRA's

    By Guest SusanIFried, November 1, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • November 2, 2001

31. Nondeductible IRA Catch-up contributions????

    By Guest kriggins, May 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • May 29, 2002

32. Husband's AGI is over $100,000, but wife has no income of her own. Do

    By Guest casper, January 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • January 13, 2000

33. Convert from 401k then contribute, or vice versa, or does it matter?

    By Guest cemile, April 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 4, 2000

34. Trust as beneficiary

    By Guest JBS, June 6, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mary Kay Foss
    • June 6, 2003

35. Roth eligibility question.

    By Guest bilbo1, October 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • October 17, 2000

36. Roth IRA penalties...

    By Guest RKS, November 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • November 7, 1999

37. Roth IRA and student loan?

    By Guest AgQB10, March 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 3, 1999

38. Roth and day trading

    By Guest Duane, January 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 17, 2000

39. How much can my non-working spouse contribute?

    By Guest JLeo, April 9, 1999
    • 1 reply
    • 1.4k views
    • 
    • John Olsen
    • April 10, 1999

40. After tax IRA conversion to Roth IRA

    By Fisher, February 2, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 3, 2012

41. Can I open a ROTH IRA if I already participate in my employer's pensio

    By Guest giacomo15, August 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • August 5, 2000

42. Early withdrawal of roth funds

    By Guest gebster, December 30, 2007
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 30, 2007

43. Roth IRA MAGI limitation

    By Guest alyson, March 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • March 11, 1999

44. Excess Roth IRA contributions

    By Guest jstoller, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • April 6, 1999

45. Taxable Income

    By Guest Dawn Thomas, September 19, 2001
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 19, 2001

46. Future Conversion of SIMPLE to Roth

    By Guest WFMinter, November 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 20, 1999

47. Does Roth Conversion Limit Scedule A Deductions?

    By Guest MAJT2, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

48. thanks bpicker...ok..if no penalty on pre 59 1/2 ........

    By Guest rick123, February 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • February 5, 2002

49. new roth limits and college planning

    By Guest chrisstreet, October 13, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 16, 2001

50. Income Taxes on IRA distributions

    By Guest MLM@Trammellaw.com, November 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 19, 1999