IRAs and Roth IRAs

3,118 topics in this forum

1. TAX AND PENALTY ON EXCESS CONTRIBUTIONS WITHDRAWN

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

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

   By Guest berg67, February 13, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • February 14, 2001

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

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

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

   By Guest KirkD., February 12, 2001
   • 6 replies
   • 1.7k views
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   • Appleby
   • February 14, 2001

5. Married filing separately/Excess contributions

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

6. Is there a penalty for improper Roth Conversion

   By Guest Gary Borkan, February 10, 2001
   • 1 reply
   • 1.4k views
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   • BPickerCPA
   • February 11, 2001

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

   By Guest aa_cliff, February 9, 2001
   • 1 reply
   • 1.6k views
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   • Appleby
   • February 9, 2001

8. DEADLINE FOR REMOVING IRA EXCESS CARRY-BACK CONTRIBUTION

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

9. yet another trad to ROTH conversion question

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

10. roth IRA conversion and state income tax

    By Guest ed wang, February 8, 2001
    • 2 replies
    • 2.5k views
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    • Mary Kay Foss
    • October 13, 2002

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

    By Guest Donna722, February 7, 2001
    • 4 replies
    • 1.6k views
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    • Appleby
    • February 9, 2001

12. 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
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    • Michael Devault
    • February 7, 2001

13. Permission for late recharacterization granted

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

14. Filing taxes on conversion to Roth IRA

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

15. Roth IRA - late conversion -Jan instead of Dec - broker error

    By Guest Beverly Grossman, February 6, 2001
    • 11 replies
    • 3.2k views
    • 
    • John G
    • May 8, 2003

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

    By JAMES PATRICK, February 6, 2001
    • 3 replies
    • 1.9k views
    • 
    • RCK
    • February 7, 2001

17. Contributing to both Traditional and Roth IRAs:

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

18. Roth for Sixteen Year Olds

    By Guest cushmanw, February 5, 2001
    • 7 replies
    • 2k views
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    • John G
    • February 13, 2001

19. What exactly is pentalized and/or taxed ?

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

20. roth ira conversion with 150,000 agi

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

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

    By Guest jemedwards, February 1, 2001
    • 3 replies
    • 2.4k views
    • 
    • John G
    • February 1, 2001

22. Termination of IRA

    By Guest Stevo, February 1, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 1, 2001

23. 1099R Question

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

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

    By John G, January 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • February 3, 2001

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

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

26. Spouses IRA Election

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

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

    By Guest, January 26, 2001
    • 4 replies
    • 2.4k views
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    • Guest
    • January 26, 2001

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

    By Guest irr7342, January 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 26, 2001

29. Roth IRAs Hardship rule for withdrawing contributions

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

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

    By Erik Read, January 24, 2001
    • 5 replies
    • 3.7k views
    • 
    • Erik Read
    • January 29, 2001

31. 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

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

    By Guest BobHank, January 24, 2001
    • 3 replies
    • 1.4k views
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    • John G
    • January 25, 2001

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

    By Guest irr7342, January 23, 2001
    • 3 replies
    • 4.3k views
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    • BPickerCPA
    • January 25, 2001

34. Spouse inheriting IRA where estate is the beneficiary under new propos

    By KJohnson, January 23, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 27, 2001

35. How to determine Roth IRA conversion/distribution value of a private p

    By Guest rkf2, January 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • January 23, 2001

36. Education IRA contribution deadline.

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

37. Roth IRA contribution types

    By Guest vs, January 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 23, 2001

38. roll pension into Roth IRA?

    By Guest jbenner, January 21, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 23, 2001

39. How do I add to Roth IRA?

    By Guest tyke, January 19, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 19, 2001

40. Implicatons of changing investments

    By Guest John Neipert, January 18, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • January 19, 2001

41. OLD ROTH

    By Guest SRajan, January 18, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 19, 2001

42. Separate accounts under the NEW minimum required distribution regulati

    By Guest Martin Silfen, January 18, 2001
    • 16 replies
    • 2.9k views
    • 
    • Guest
    • May 2, 2002

43. how many times per year can you withdrawal from your Roth IRA account?

    By Guest creech2000, January 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 18, 2001

44. convert IRA to Roth after retirement

    By Guest gerry jordan, January 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 18, 2001

45. Can I make a loan to myself from my Roth IRA?

    By Guest creech2000, January 17, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2001

46. Trust as Beneficiary: Spousal Rollover

    By Guest reg_h2b, January 17, 2001
    • 14 replies
    • 3.3k views
    • 
    • Guest
    • June 15, 2001

47. Questions on the basics.

    By Guest jennifer keane, January 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • John G
    • January 17, 2001

48. Roth IRA: Income exceeds $160,000 after making monthly contributions t

    By Guest jcreupke, January 16, 2001
    • 5 replies
    • 1.9k views
    • 
    • John G
    • January 16, 2001

49. Purchasing Real estate in a Roth?

    By Guest cupcake, January 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 2001

50. REQUIRED MINIMUM DISTRIBUTION RULES JUST CHANGED!

    By Guest John L. Olsen, CLU, ChFC, January 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2001