IRAs and Roth IRAs

3,120 topics in this forum

1. SEPP prior to age 45

   By Guest Malou, March 3, 2000
   • 2 replies
   • 1.4k views
   • 
   • Michael Devault
   • March 6, 2000

2. Minor Loophole for '98?

   By Guest Ian, December 22, 1998
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • December 23, 1998

3. Trust as beneficiary

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

4. Taxable Income

   By Guest Dawn Thomas, September 19, 2001
   • 2 replies
   • 1.4k views
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   • John G
   • September 19, 2001

5. Early withdrawal of roth funds

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

6. Roth IRA MAGI limitation

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

7. Can a couple have both the traditional ira and the new roth ira?

   By Guest David Beitz, January 1, 2000
   • 1 reply
   • 1.4k views
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   • John G
   • January 2, 2000

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

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

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

   By Guest rick123, February 5, 2002
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • February 5, 2002

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

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

11. Roth eligibility question.

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

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

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

13. 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

14. Distributions to multiple beneficiaries of an IRA.

    By Guest Chuck McClure, December 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 4, 2000

15. Early withdrawal of Roth-IRA. Penalties?

    By Guest kherman, November 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 13, 2002

16. Rollover of ROTH-IRA to Annuity

    By Guest JBlanchard, May 28, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2006

17. Does Roth Conversion Limit Scedule A Deductions?

    By Guest MAJT2, April 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 12, 1999

18. TO CONVERT OR NOT?

    By Guest IZZYCPA, December 20, 1998
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 21, 1998

19. Tax Benefit of a Roth IRA

    By Guest LaTishaJoy, January 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • January 4, 2001

20. Excess Roth IRA contributions

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

21. RMD calulator for IRA

    By Guest jusducki, March 24, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • March 28, 2004

22. Roth recharacterizations: still confused

    By Guest mlgordon, January 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 7, 1999

23. Pre-Tax

    By Guest PS486, January 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 10, 2001

24. Coordinating life expectance distributions for a 57 year old with Medicaid rules

    By katieinny, November 27, 2006
    • 2 replies
    • 1.4k views
    • 
    • katieinny
    • December 1, 2006

25. Getting Started

    By Guest tfeltm1, February 11, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 11, 2002

26. Using my Roth IRA to pay student loans

    By Guest sherylm07, January 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 10, 2002

27. Roth Ira

    By Guest janann, July 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • July 13, 2001

28. Earnings On Bounce Check

    By Guest Shelton, October 4, 2001
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 6, 2001

29. Real Estate in IRA - Custodian Change

    By Guest Albert Lin, February 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 3, 1999

30. New Investor

    By Guest TrueTopper, December 11, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • December 12, 2005

31. Educational IRA???

    By Guest maryestes, April 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 15, 1999

32. Can New RMD Rules be used by beneficiary?

    By Guest Shelton, January 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 15, 2002

33. 403(c)

    By Guest Lynn Johnson, December 21, 1998
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 1998

34. Status of a Roth IRA after an early distribution

    By Guest Wallace G, May 15, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 16, 2001

35. Income Taxes on IRA distributions

    By Guest MLM@Trammellaw.com, November 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

36. Roth IRA vs Traditional IRA

    By Guest thomascyu, March 24, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 24, 2000

37. Transfer Roth IRA and write off loss?

    By Guest dunnamzw, August 24, 2001
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • October 16, 2001

38. Roth IRA investment

    By Guest venkata, October 29, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 6, 2001

39. Beneficiary IRAs

    By Bruce Steiner, March 19, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 25, 2003

40. Roth conversion confusion

    By John G, April 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 18, 2000

41. IRA Contributions

    By Guest Derrick, January 15, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • January 17, 2005

42. Roth IRA Start Up Questions

    By Guest VanessaB, February 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lame Duck
    • February 2, 2004

43. Can Foreign earned income be contributed to a Roth IRA?

    By Guest aguapreta, May 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2001

44. Convert IRA to Roth IRA

    By Guest maroon1_00, December 1, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 2002

45. Estate Tax Valuation of decedent's community interest in survivor's IR

    By Guest Jenny E, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • John Olsen
    • June 20, 1999

46. basic 'start-up' questions

    By Guest Lise Moore, June 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • June 17, 2000

47. Using Roth for college expense planning

    By Guest tplovelock, September 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 17, 1999

48. American living abroad. What part of my savings is eligable for a Roth and can my wife start a Roth?

    By Guest brapa, November 25, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 25, 2003

49. Help! Roth conversion problems.

    By Guest Gordon, February 28, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • March 8, 1999

50. Creditor Protection

    By Guest Jim Brennan, March 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Jean
    • May 4, 1999