IRAs and Roth IRAs

3,123 topics in this forum

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

   By Guest jhellyar, February 24, 2001
   • 3 replies
   • 1.5k views
   • 
   • John G
   • February 25, 2001

2. Withholding tax on Roth IRA conversion?

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

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

   By Guest TommyC, February 21, 2001
   • 4 replies
   • 2k views
   • 
   • Appleby
   • February 24, 2001

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

   By KJohnson, February 23, 2001
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • February 23, 2001

5. 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

6. First Time Home Buyer

   By Guest lmluke, February 23, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 23, 2001

7. Deliberate Excess Contributions

   By Guest rgeary, September 19, 2000
   • 16 replies
   • 4.8k views
   • 
   • Guest
   • February 23, 2001

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

   By Guest ntaylor, February 23, 2001
   • 1 reply
   • 1.6k views
   • 
   • Appleby
   • February 23, 2001

9. Any Forms to IRA for Roth Contribution..

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

10. first time home buyer with roth ira question.

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

11. 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

12. IRA in 1982

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

13. 401-k roll over

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

14. Taxable portion of non-qualified Roth distribution

    By Guest grecb1, February 16, 2001
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • February 20, 2001

15. Multiple beneficiaries after Required beginning date

    By Guest anthony devito, February 15, 2001
    • 9 replies
    • 2.8k views
    • 
    • KJohnson
    • February 19, 2001

16. yet another trad to ROTH conversion question

    By Guest annasdayz, February 9, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • February 19, 2001

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

    By Guest kevinrm, February 17, 2001
    • 2 replies
    • 7.2k views
    • 
    • Guest
    • February 19, 2001

18. 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

19. TAX AND PENALTY ON EXCESS CONTRIBUTIONS WITHDRAWN

    By Guest fiy99, February 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 19, 2001

20. Is there another form to fill out along with the 1099-R ?

    By Guest KirkD., February 12, 2001
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • February 14, 2001

21. Should I start a Roth IRA in my Credit Union as opposed to somewhere e

    By Guest berg67, February 13, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 14, 2001

22. Roth for Sixteen Year Olds

    By Guest cushmanw, February 5, 2001
    • 7 replies
    • 2.1k views
    • 
    • John G
    • February 13, 2001

23. Required beginning date for Minimum Required Distributions under the p

    By Guest Joe Twidwell, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 13, 2001

24. Married filing separately/Excess contributions

    By Guest Tammy W., February 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 12, 2001

25. Is there a penalty for improper Roth Conversion

    By Guest Gary Borkan, February 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 11, 2001

26. Education IRA contribution deadline.

    By Guest denisedawson, January 22, 2001
    • 2 replies
    • 2k views
    • 
    • JAMES PATRICK
    • February 10, 2001

27. Question Re: contribution limits to Roth IRA (AGI)

    By Guest aa_cliff, February 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • February 9, 2001

28. Roth IRA contribution. Gross amount or after taxes amount?

    By Guest Donna722, February 7, 2001
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • February 9, 2001

29. What exactly is pentalized and/or taxed ?

    By Guest Terry Shaw, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 9, 2001

30. DEADLINE FOR REMOVING IRA EXCESS CARRY-BACK CONTRIBUTION

    By Guest AFRICA6796, February 9, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2001

31. Permission for late recharacterization granted

    By BPickerCPA, February 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • BPickerCPA
    • February 8, 2001

32. When can funds be withdran fron a 401K without the 10% penalty?

    By JAMES PATRICK, February 6, 2001
    • 3 replies
    • 2k views
    • 
    • RCK
    • February 7, 2001

33. 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

34. Filing taxes on conversion to Roth IRA

    By Guest crwimer, February 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 6, 2001

35. Contributing to both Traditional and Roth IRAs:

    By Guest Thor Anderson, February 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 5, 2001

36. Any downside to designating a spouse as primary beneficiary and childr

    By John G, January 28, 2001
    • 6 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • February 3, 2001

37. roth ira conversion with 150,000 agi

    By Guest sydney rose, February 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 2, 2001

38. Pay Taxes Now (401k) or Later (Roth) If You're in the Same Tax Rate Wh

    By Guest jemedwards, February 1, 2001
    • 3 replies
    • 2.5k views
    • 
    • John G
    • February 1, 2001

39. 1099R Question

    By Guest JimiB, January 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • John G
    • February 1, 2001

40. Termination of IRA

    By Guest Stevo, February 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • John G
    • February 1, 2001

41. Spouses IRA Election

    By Guest reg_h2b, January 26, 2001
    • 3 replies
    • 1.7k views
    • 
    • BPickerCPA
    • January 31, 2001

42. QDRO - Rollovers into and out of IRA's?

    By Erik Read, January 24, 2001
    • 5 replies
    • 4.1k views
    • 
    • Erik Read
    • January 29, 2001

43. Roth IRAs Hardship rule for withdrawing contributions

    By Guest creech2000, January 25, 2001
    • 3 replies
    • 1.6k views
    • 
    • BPickerCPA
    • January 28, 2001

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

    By Guest Andulia, January 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 28, 2001

45. Merging Roth Contributory IRA opened in 1998 with Roth Conversion IRA

    By Guest, January 26, 2001
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 26, 2001

46. Is it legal to redeposit funds from my Roth IRA I had withheld for tax

    By Guest irr7342, January 25, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2001

47. SEP IRA's and (k) Plans

    By Guest CGBS, January 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2001

48. Recharacterize a Rollover IRA made Sep/2000 because asset value worth

    By Guest BobHank, January 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • January 25, 2001

49. Are Taxes Withheld From A Roth Conversion Considered A Penalty Distrib

    By Guest irr7342, January 23, 2001
    • 3 replies
    • 5.2k views
    • 
    • BPickerCPA
    • January 25, 2001

50. If an IRA owns an interest in an LLC, is this a prohibited transaction

    By Guest Tara Curran, January 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • January 24, 2001