IRAs and Roth IRAs

3,118 topics in this forum

1. Bifurcation of a Non-Deductible IRA

   By joel, November 3, 2016
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • November 3, 2016

2. New Investor

   By Guest TrueTopper, December 11, 2005
   • 2 replies
   • 1.3k views
   • 
   • John G
   • December 12, 2005

3. Roth IRA Start Up Questions

   By Guest VanessaB, February 1, 2004
   • 2 replies
   • 1.3k views
   • 
   • Lame Duck
   • February 2, 2004

4. Educational IRA???

   By Guest maryestes, April 15, 1999
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • April 15, 1999

5. SEPP prior to age 45

   By Guest Malou, March 3, 2000
   • 2 replies
   • 1.3k views
   • 
   • Michael Devault
   • March 6, 2000

6. Earnings On Bounce Check

   By Guest Shelton, October 4, 2001
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • October 6, 2001

7. Tax Benefit of a Roth IRA

   By Guest LaTishaJoy, January 4, 2001
   • 1 reply
   • 1.3k views
   • 
   • Michael Devault
   • January 4, 2001

8. Getting Started

   By Guest tfeltm1, February 11, 2002
   • 3 replies
   • 1.3k views
   • 
   • John G
   • February 11, 2002

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

   By Guest David Beitz, January 1, 2000
   • 1 reply
   • 1.3k views
   • 
   • John G
   • January 2, 2000

10. Transfer Roth IRA and write off loss?

    By Guest dunnamzw, August 24, 2001
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • October 16, 2001

11. Roth IRA investment

    By Guest venkata, October 29, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 6, 2001

12. TO CONVERT OR NOT?

    By Guest IZZYCPA, December 20, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 21, 1998

13. Minor Loophole for '98?

    By Guest Ian, December 22, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 23, 1998

14. Pre-Tax

    By Guest PS486, January 10, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 10, 2001

15. Real Estate in IRA - Custodian Change

    By Guest Albert Lin, February 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 1999

16. Distributions to multiple beneficiaries of an IRA.

    By Guest Chuck McClure, December 30, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 4, 2000

17. Roth conversion confusion

    By John G, April 18, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 18, 2000

18. IRA Contributions

    By Guest Derrick, January 15, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • January 17, 2005

19. Can after-tax IRA money be rolled into a qualified plan?

    By Guest arlene, January 19, 2005
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • January 20, 2005

20. Roth IRA vs Traditional IRA

    By Guest thomascyu, March 24, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 24, 2000

21. Convert IRA to Roth IRA

    By Guest maroon1_00, December 1, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2002

22. Roth Ira

    By Guest janann, July 12, 2001
    • 2 replies
    • 1.3k views
    • 
    • Michael Devault
    • July 13, 2001

23. 403(c)

    By Guest Lynn Johnson, December 21, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 21, 1998

24. Beneficiary IRAs

    By Bruce Steiner, March 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • March 25, 2003

25. Beg. 2002, 401(k) far superior to SIMPLE or SEP IRA's

    By Guest Eric Cernyar, June 9, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 10, 2001

26. Roth IRA Contribution Dates

    By Guest Eduardo, April 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • April 22, 2002

27. Can New RMD Rules be used by beneficiary?

    By Guest Shelton, January 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 15, 2002

28. Early withdrawal of Roth-IRA. Penalties?

    By Guest kherman, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2002

29. Convert After-tax To Roth- Is this article correct

    By jane123, July 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • John G
    • July 20, 2004

30. Roth recharacterizations: still confused

    By Guest mlgordon, January 7, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 7, 1999

31. Roth IRA as trustee

    By Guest sbyrne8, July 1, 2002
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • July 3, 2002

32. Roth IRA Tax Deductions

    By Guest LyndaG, February 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 2002

33. Truly Inherited IRA

    By bzorc, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • August 21, 2002

34. Is there any problems/catches with Multiple accounts??

    By Guest JaykeSnake, February 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 19, 2002

35. How do I add to Roth IRA?

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

36. 2 questions

    By Guest Ric310, April 1, 2005
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2005

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

    By Guest Jenny E, June 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • John Olsen
    • June 20, 1999

38. basic 'start-up' questions

    By Guest Lise Moore, June 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 17, 2000

39. 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
    • 1.3k views
    • 
    • Guest
    • November 25, 2003

40. Using Stock (only)for a ROTH IRA

    By Guest Norm, March 24, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 25, 1999

41. IRA Trustee - Farm Rent - Prohibited Transaction?

    By Dawn Hafner, March 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • March 26, 2001

42. Are you a private investor?

    By Guest Acrsa, July 5, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 6, 2000

43. Help! Roth conversion problems.

    By Guest Gordon, February 28, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 8, 1999

44. Continue to invest in Roth IRA or contribute to new 401-k?

    By Guest langer, August 30, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 4, 2000

45. Using Roth for college expense planning

    By Guest tplovelock, September 16, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 17, 1999

46. Creditor Protection

    By Guest Jim Brennan, March 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • May 4, 1999

47. Using my Roth IRA to pay student loans

    By Guest sherylm07, January 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 10, 2002

48. Need advise concerning IRA maintenace fees

    By Guest jikk, April 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 15, 2003

49. New Roth 401(k): Reality?

    By Guest JMD, March 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 27, 2001

50. Noload or low maint. Roth

    By Guest Al Dyer, March 6, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 8, 1999