IRAs and Roth IRAs

3,118 topics in this forum

1. AGI too high for Roth contribution

   By Guest Mary Ann, January 15, 2001
   • 1 reply
   • 1.5k views
   • 
   • Michael Devault
   • January 15, 2001

2. Is new IRA a contribution?

   By Guest tyke, January 15, 2001
   • 2 replies
   • 1.4k views
   • 
   • John G
   • January 15, 2001

3. Questions so basic, I embarrass myself!

   By Guest Jennifer, January 14, 2001
   • 3 replies
   • 1.6k views
   • 
   • John G
   • January 15, 2001

4. Taking Roth money to buy farm.

   By Guest Jeff Berlet, January 14, 2001
   • 5 replies
   • 1.5k views
   • 
   • JAMES PATRICK
   • January 16, 2001

5. SEP IRA's and (k) Plans

   By Guest CGBS, January 12, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 25, 2001

6. American Express Brokerage: avoid them!

   By Guest rgeary, January 12, 2001
   • 4 replies
   • 2.3k views
   • 
   • John G
   • January 15, 2001

7. Max contributions and Roth dates

   By Guest tdstunte, January 11, 2001
   • 1 reply
   • 1.5k views
   • 
   • Michael Devault
   • January 12, 2001

8. USing ROTH IRA for home buying?

   By Guest gandhimn, January 10, 2001
   • 3 replies
   • 1.6k views
   • 
   • JAMES PATRICK
   • January 12, 2001

9. Pre-Tax

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

10. Credit Card debt Roth IRA

    By Guest PS486, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 9, 2001

11. roth earnings withdrawal prior to age 59 tax free

    By Guest tom bochenek, January 7, 2001
    • 4 replies
    • 1.7k views
    • 
    • John G
    • January 7, 2001

12. What our your investment options with a Roth Ira?

    By Guest John Neipert, January 6, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 6, 2001

13. How Do I start an IRA

    By Guest dshoward, January 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 6, 2001

14. Maximum Roth IRA 2001 contribution?

    By Guest Arlie Jenks, January 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • January 4, 2001

15. Tax Benefit of a Roth IRA

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

16. Roth IRA contribution deadline

    By Guest dlieber22, January 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • John G
    • January 7, 2001

17. Roth IRA Withholding

    By Guest Sarah Brenner, January 3, 2001
    • 3 replies
    • 3.2k views
    • 
    • Appleby
    • March 2, 2004

18. Nasdaq Marketmaker Settlement $$ Querie

    By John G, December 30, 2000
    • 3 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • January 13, 2001

19. Custodial ROTH for a sibling w/o earned income

    By Guest asia280, December 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • December 29, 2000

20. Final date for establishing a year 2000 Roth IRA?

    By Guest Patrick Spell, December 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 29, 2000

21. Roth Contributions for married filing joint

    By Guest djclark, December 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • December 28, 2000

22. Can you open a Roth IRA if you've another IRA already?

    By Guest krothwolff, December 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • December 28, 2000

23. Strechout IRA: Recent PLR?

    By Guest reg_h2b, December 27, 2000
    • 11 replies
    • 2.5k views
    • 
    • Guest
    • January 4, 2001

24. Roth IRA minimum contribution for minor with earned income

    By Guest aliealie, December 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 27, 2000

25. Annual SEP to Roth conversions

    By Guest rfopiano, December 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • December 28, 2000

26. Can parents gift their Roth IRA to a child?

    By Guest ednav, December 22, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 24, 2000

27. Direct rollover from qualified plan to traditional IRA

    By Guest Eddie Elizondo, December 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 22, 2000

28. I left a job with a 401(k) plan in February. The company I now work fo

    By Guest george_g, December 21, 2000
    • 2 replies
    • 1.3k views
    • 
    • JAMES PATRICK
    • December 21, 2000

29. Excess Matching Contributions in SIMPLE IRA

    By wmyer, December 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • wmyer
    • December 19, 2000

30. New Funding Limits for IRAs?

    By Guest predaina, December 18, 2000
    • 2 replies
    • 1.7k views
    • 
    • John G
    • December 18, 2000

31. Do you have to contribute all of your Roth IRA with the same instituti

    By Guest burr01, December 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 13, 2000

32. Put money into a Roth IRA and now need to get it back out to avoid pen

    By Guest csimard, December 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • December 13, 2000

33. Trust as Beneficary: Spousal Rollover

    By Guest reg_h2b, December 12, 2000
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • December 20, 2000

34. Value of Roth IRA drops significantly. Income/loss recognition?

    By Guest tmocpa, December 12, 2000
    • 10 replies
    • 2.6k views
    • 
    • John G
    • December 15, 2000

35. excess contributions into a Roth IRA - do you have to take them out in

    By Guest Erwin G, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • BPickerCPA
    • December 14, 2000

36. Required Minimum Distributions Following Death

    By Guest Patrick Reynolds, December 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 14, 2000

37. too old for Roth?

    By Guest Douglas Nuetzman, December 11, 2000
    • 11 replies
    • 2k views
    • 
    • Guest
    • December 15, 2000

38. Taxes on Roth Withdrawal.

    By Guest jgs123, December 11, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2000

39. IRA owner over 70-1/2 dies; wife is over 70-1/2 and elects to treat th

    By bzorc, December 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • December 8, 2000

40. Thinking of investing in a ROTH IRA

    By Guest hkolln, December 8, 2000
    • 4 replies
    • 1.7k views
    • 
    • John G
    • December 11, 2000

41. Duties of a closing trust department

    By Guest AEA, December 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 2000

42. Trust beneficiary & minimum distributions

    By Guest ndgal, December 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 7, 2000

43. Recharacterization and earnings calculation

    By Guest cjsanders, December 7, 2000
    • 2 replies
    • 1.8k views
    • 
    • John G
    • December 7, 2000

44. MRD's for IRA's: Seperate Plans or Seperate Accounts?

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 6, 2000

45. Roth IRA Conversions/Tax Advantage

    By Guest pollyvw, December 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 4, 2000

46. Using this years capital losses as an offset to traditional IRA gains

    By Guest dmg1541, December 2, 2000
    • 5 replies
    • 8.9k views
    • 
    • John G
    • December 3, 2000

47. Recharacterizing again

    By Guest Steven D Holland, December 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • December 2, 2000

48. Who is the beneficiary for a post-death recharacterization?

    By Guest reg_h2b, December 1, 2000
    • 6 replies
    • 2.3k views
    • 
    • John G
    • December 29, 2000

49. Flexible custodian for Roth IRAs, Roth IRA annual reporting requiremen

    By Guest Ed Lichtig, November 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 7, 2000

50. Failed Roth conversion subject to penalty???

    By Guest Paul Leslie, November 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2000