IRAs and Roth IRAs

3,118 topics in this forum

1. Contribution to Roth conversion

   By Guest Wally McNamee, April 27, 1999
   • 1 reply
   • 1.3k views
   • 
   • Kathy
   • April 27, 1999

2. Roth IRA: Penalty on withdrawls made after 5 years?

   By Guest Ishaan, August 30, 2004
   • 3 replies
   • 1.3k views
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   • Appleby
   • August 31, 2004

3. RMD required from IRA if rolled into 401(k)

   By Scuba 401, January 10, 2011
   • 1 reply
   • 1.3k views
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   • Belgarath
   • January 10, 2011

4. RMD calulator for IRA

   By Guest jusducki, March 24, 2004
   • 2 replies
   • 1.3k views
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   • Appleby
   • March 28, 2004

5. Roth IRA Qualification

   By Guest erlin, August 20, 2002
   • 1 reply
   • 1.3k views
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   • Mary Kay Foss
   • August 20, 2002

6. Roth IRA distribution problem

   By Guest Waynem, March 12, 1999
   • 1 reply
   • 1.3k views
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   • Guest
   • March 17, 1999

7. Retirement Savings Opportunity Act of 1999

   By Guest richa65, March 23, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • March 23, 1999

8. CONVERTING TO ROTH

   By Guest D HUNT, March 15, 2001
   • 1 reply
   • 1.3k views
   • 
   • Michael Devault
   • March 15, 2001

9. Foreign Real Property in IRA?

   By Guest Patrick Foley, November 30, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • November 30, 2001

10. IRA

    By Guest elang, August 23, 2012
    • 2 replies
    • 1.3k views
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    • mbozek
    • August 24, 2012

11. Taxable IRA Distributions

    By Guest Al Schut, March 23, 2000
    • 1 reply
    • 1.3k views
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    • John Olsen
    • March 23, 2000

12. Distribution and conversion reported in different tax years.

    By Guest td, August 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 13, 1999

13. Status of a Roth IRA after an early distribution

    By Guest Wallace G, May 15, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001

14. deciding whether to recharacterize my Roth IRA at tax time

    By Guest haharvey, April 5, 1999
    • 3 replies
    • 1.3k views
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    • John G
    • April 6, 1999

15. military tsp?

    By Guest tali, June 1, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • June 1, 2004

16. Roth Ira contributions.

    By Guest macaroo, August 17, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 18, 2005

17. Invest in Index Fund

    By Guest james_cc, September 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • September 4, 2001

18. Trustee failed to convert IRA to Roth before year end as promised.

    By Guest dpatterson, January 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2000

19. Just a few questions before I enter into a Roth IRA (confussion)

    By Guest mds3673, April 2, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 2, 2002

20. IRA Distributions

    By Archimage, June 10, 2004
    • 4 replies
    • 1.3k views
    • 
    • John G
    • June 10, 2004

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

    By katieinny, November 27, 2006
    • 2 replies
    • 1.3k views
    • 
    • katieinny
    • December 1, 2006

22. Non-spouse Inherited IRA and trust questions

    By Spencer, January 28, 2014   

    • Inherited IRA
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • January 29, 2014

23. Client is interested in investing a portion of his IRA in a L.L.C. in

    By bzorc, August 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • bzorc
    • August 4, 2000

24. 1998 IRA Recharacterization to Roth Ira

    By Guest bobmckay, April 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 4, 2000

25. non deductible IRA

    By D Lewis, February 25, 2013
    • 3 replies
    • 1.3k views
    • 
    • D Lewis
    • February 26, 2013

26. Can I convert this year?

    By Guest JimSi, August 27, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 2, 2005

27. Roth IRA or Education IRA??

    By Guest lstolty, September 6, 2001
    • 2 replies
    • 1.3k views
    • 
    • txdd
    • September 6, 2001

28. Impermissible IRA Investment in Collectibles

    By Daniel Nugent, November 16, 2020
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 24, 2020

29. Unregistered IRA fund and custodian

    By Guest jblarson2002, February 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2004

30. IRA LLC Rollover

    By Randy Watson, October 20, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • November 22, 2010

31. Teachers' Deferred Saving Plan to Roth

    By Guest gctatter, June 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • John G
    • June 17, 2003

32. Another question about taxes due on Roth conversion

    By Guest bobg, April 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 6, 1999

33. when to report Roth conversion--1998 or 1999?

    By Guest maryestes, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

34. Traditional IRA funded in December, but backdoor conversion to Roth in January...

    By PaulT, January 8, 2021
    • 3 replies
    • 1.3k views
    • 
    • Era
    • January 15, 2021

35. Rollover from 401 to Roth

    By Guest, February 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 16, 2000

36. Roth IRA

    By Guest gonug, January 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Don Levit
    • January 13, 2003

37. Another Roth Recharacterization

    By Bruce Steiner, August 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Bruce Steiner
    • August 2, 1999

38. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 13, 2001

39. 1040 Reporting on Roth contribution made in error

    By bzorc, April 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • bzorc
    • April 10, 2000

40. Deductions for education from a Roth IRA

    By Guest Kim Brittain, March 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 30, 1999

41. roth ira for payroll deduction

    By Guest Robert Branscomb, January 3, 1999
    • 1 reply
    • 1.3k views
    • 
    • Dave Baker
    • January 3, 1999

42. IRA for mom and dad. Withdrawl question....

    By Guest downeyjo, August 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • John G
    • August 23, 2005

43. Can a custodian (i.e. bank, security firm) be named an owner of a Roth

    By Guest strav, January 14, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 1999

44. IRA Losses — Can You Deduct Them or Not?

    By Appleby, November 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Appleby
    • November 23, 2001

45. Just gettin started

    By Guest Crysscl10, December 22, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 22, 2001

46. Roth IRA trustees?

    By Guest Diana D, July 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • papogi
    • July 12, 2002

47. Roth Conversion after Retirement

    By Yesnam, April 26, 2010
    • 3 replies
    • 1.3k views
    • 
    • Yesnam
    • May 1, 2010

48. Early Roth Withdrawal part 2

    By Guest Earl Baker, July 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 13, 2001

49. beneficiary designation

    By Guest JBeck, February 17, 2005
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • February 18, 2005

50. ROTH IRA for expat

    By Guest gilaud, September 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 18, 1999