IRAs and Roth IRAs

3,120 topics in this forum

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

   By Guest arlene, January 19, 2005
   • 4 replies
   • 1.4k views
   • 
   • SoCalActuary
   • January 20, 2005

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

   By Guest Eric Cernyar, June 9, 2001
   • 1 reply
   • 1.4k views
   • 
   • John G
   • June 10, 2001

3. Roth IRA as trustee

   By Guest sbyrne8, July 1, 2002
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • July 3, 2002

4. Using Stock (only)for a ROTH IRA

   By Guest Norm, March 24, 1999
   • 1 reply
   • 1.4k views
   • 
   • John G
   • March 25, 1999

5. Contribution to Roth conversion

   By Guest Wally McNamee, April 27, 1999
   • 1 reply
   • 1.4k views
   • 
   • Kathy
   • April 27, 1999

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

   By jane123, July 20, 2004
   • 2 replies
   • 1.4k views
   • 
   • John G
   • July 20, 2004

7. Roth IRA Tax Deductions

   By Guest LyndaG, February 20, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 21, 2002

8. Are you a private investor?

   By Guest Acrsa, July 5, 2000
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • July 6, 2000

9. IRA Custodian deposited contribution in wrong account opinions please

   By Jaxson, September 30, 2017
   • 1 reply
   • 1.4k views
   • 
   • Borsley
   • October 2, 2017

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

    By Guest haharvey, April 5, 1999
    • 3 replies
    • 1.4k views
    • 
    • John G
    • April 6, 1999

11. IRA

    By Guest elang, August 23, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • August 24, 2012

12. Distribution and conversion reported in different tax years.

    By Guest td, August 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • August 13, 1999

13. CONVERTING TO ROTH

    By Guest D HUNT, March 15, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • March 15, 2001

14. Roth IRA Contribution Dates

    By Guest Eduardo, April 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • papogi
    • April 22, 2002

15. IRA Trustee - Farm Rent - Prohibited Transaction?

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

16. IRA LLC Rollover

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

17. Noload or low maint. Roth

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

18. Simple IRAs and Roth IRAs

    By Guest redhead_7561, December 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • JAMES PATRICK
    • December 27, 2001

19. Retirement Savings Opportunity Act of 1999

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

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

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

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

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

22. 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

23. Roth Conversions and Recharacterizations

    By Guest Wade Jackson, August 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • August 11, 2004

24. New Roth 401(k): Reality?

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

25. Roth IRA Qualification

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

26. Need advise concerning IRA maintenace fees

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

27. Foreign Real Property in IRA?

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

28. Teachers' Deferred Saving Plan to Roth

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

29. Non-spouse Inherited IRA and trust questions

    By Spencer, January 28, 2014   

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

30. Taxable IRA Distributions

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

31. Another Roth Recharacterization

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

32. Roth Conversion after Retirement

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

33. Which is best for a YOUNG investor, Roth IRA, or IRA?

    By Guest Goodnews, June 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 19, 1999

34. Roth IRA distribution problem

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

35. Roth Ira contributions.

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

36. 1998 IRA Recharacterization to Roth Ira

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

37. non deductible IRA

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

38. Can I convert this year?

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

39. Invest in Index Fund

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

40. 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

41. Roth IRA or Education IRA??

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

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

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

43. 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

44. IRS News Release- Extending deadline for recharacterizations...

    By Guest Fishchick, October 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 1999

45. 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

46. military tsp?

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

47. roth ira for payroll deduction

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

48. 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

49. IRA Distributions

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

50. 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