IRAs and Roth IRAs

3,118 topics in this forum

1. Traditional, Roth, or both?

   By Guest hairfarmer, April 18, 2006
   • 1 reply
   • 1.1k views
   • 
   • John G
   • April 26, 2006

2. Inherited Roth IRA

   By Guest Cleveland Matt, October 13, 2009
   • 1 reply
   • 1.5k views
   • 
   • masteff
   • October 13, 2009

3. withholding--Roth IRAs

   By Guest Christine, January 28, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 4, 1999

4. TIN's and IRA's

   By Guest P A Weick, September 24, 1999
   • 1 reply
   • 2.4k views
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   • Kathy
   • September 25, 1999

5. 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

6. Income Required?

   By Archimage, February 25, 2005
   • 1 reply
   • 1.1k views
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   • John G
   • February 25, 2005

7. Another excess Roth contribution question

   By bzorc, February 9, 2002
   • 1 reply
   • 1.3k views
   • 
   • JAMES PATRICK
   • February 11, 2002

8. College Student Trying to Make the Right Decisions

   By Guest akawej, May 3, 2002
   • 1 reply
   • 1.2k views
   • 
   • John G
   • May 3, 2002

9. MPP / PSP to a SEP IRA

   By Guest irr7342, December 10, 2002
   • 1 reply
   • 3.4k views
   • 
   • Appleby
   • December 10, 2002

10. Generation Skipping Tax (GST)

    By Guest RJMOB, March 27, 2007
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • March 28, 2007

11. IRA and estate tax

    By Guest tsmith69, July 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • July 6, 2000

12. Rollover to Roth IRA

    By Guest mkelly, January 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • January 7, 2002

13. What if I can't deposit 2000K yearly? Help!

    By Guest tomeki28, February 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Earl
    • February 10, 2002

14. Roth IRA

    By Guest Walter Gassner, November 20, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • November 20, 2002

15. Can I contribute to both a Roth and SIMPLE IRA in the same year?

    By Guest CCDB, October 4, 1999
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • October 4, 1999

16. Converting traditonal IRA To Roth.

    By Guest tsmith69, July 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • July 6, 2000

17. Taxes, purchase/redemption fees & Roth IRA

    By Guest TnGuy, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 25, 2006

18. Rollover - Tax Implications

    By Guest GeorgiaTarHeel, May 6, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 7, 2005

19. IRA COLA adjustments

    By card, November 13, 2006
    • 1 reply
    • 2.2k views
    • 
    • card
    • November 15, 2006

20. Marital Trust Beneficiary

    By Guest fdyer, June 22, 2007
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • June 22, 2007

21. educational iras

    By Guest jennifer jones, February 9, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 9, 1999

22. Are you a private investor?

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

23. Roth IRA possibility

    By Guest colpatrick, February 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • February 11, 2002

24. charitable distributions and RMDs

    By Guest ecleverdon, October 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • October 19, 2006

25. RMD in year of death

    By Guest Ken Behrens, November 13, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • November 14, 2006

26. Early withdrawl from Roth for down payment on house

    By Guest swing, July 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • papogi
    • July 25, 2007

27. disposition of ira on owner's death

    By Guest marvin745, February 8, 1999
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • February 10, 1999

28. TAX PROBLEMS ARISING WHEN SURVIVING SPOUSE BECOMES SOLE OWNER AND BENE

    By Guest d wade, October 8, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • October 10, 1999

29. Value of IRA for calculating pro-rated basis in a conversion to a Roth IRA

    By Guest judorock, March 14, 2004
    • 1 reply
    • 3k views
    • 
    • Mary Kay Foss
    • March 22, 2004

30. Recharacterization of Roth IRA after taxes have been withheld

    By Guest MarkK, February 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 1999

31. Minimum age to contribute to Roth IRA

    By Guest kureyw, October 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • John G
    • October 11, 1999

32. 2 questions-roth IRA

    By Guest dbuckner, March 1, 2004
    • 1 reply
    • 1.8k views
    • 
    • Lame Duck
    • March 1, 2004

33. Roth IRA contributions

    By Guest nesby, December 11, 2003
    • 1 reply
    • 3.6k views
    • 
    • Michael Devault
    • December 12, 2003

34. Can I contribute to a Roth Conversion account?

    By Guest bjems, February 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 11, 1999

35. HELP! ROTH IRA INVALID FOR NOT FILING TAXES?

    By Guest Christie L, March 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • JAMES PATRICK
    • April 2, 2001

36. "First House" Roth withdrawal

    By Guest collegegirl, July 31, 2006
    • 1 reply
    • 1.6k views
    • 
    • jevd
    • August 1, 2006

37. 1998 Roth IRA contributions for non-working or low income spouse

    By Guest JAB, February 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • February 12, 1999

38. Self-employment loss- W-2 wages- IRA contribution?

    By Guest Shelton, April 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • papogi
    • April 12, 2002

39. Withdrawals for higher education expenses

    By Guest bmurphy, December 12, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 12, 2003

40. Can I withdraw from an IRA this year and add it back last year?

    By Guest rkal66, March 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • March 3, 2008

41. 5 year period for converted dollars?

    By Guest BLRyan, February 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • February 13, 1999

42. Minimum Required Distribution in year of death

    By Guest HIPAAdrome, October 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • October 17, 1999

43. Legal Fees

    By Randy Watson, July 23, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 24, 2008

44. contribution deadline SEP

    By k man, January 16, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 16, 2013

45. Can I put my social security income into my ROTH?

    By Guest pineapple1, May 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 7, 2005

46. Roth IRA conversion and state taxes

    By Guest Russ, February 14, 1999
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 15, 1999

47. Opened a Roth IRA and can convert traditional IRA into Roth IRA?

    By Guest CSL, March 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 11, 2001

48. Inherited IRA (post Secure Act)

    By Dobber, January 24, 2020
    • 1 reply
    • 828 views
    • 
    • Larry Starr
    • January 24, 2020

49. Future Tax on Roth Ira

    By Guest Marcel, February 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 15, 1999

50. Simple Roth IRA Question

    By Guest Lukerk, October 20, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • October 21, 1999