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IRAs and Roth IRAs

See also: the SEP, SARSEP and SIMPLE Plans message board.

3,123 topics in this forum

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

    By Guest csimard,
    • 3 replies
    • 1.5k views

  2. Thinking of investing in a ROTH IRA

    By Guest hkolln,
    • 4 replies
    • 1.7k views

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

    By bzorc,
    • 2 replies
    • 1.5k views

  4. Duties of a closing trust department

    By Guest AEA,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  5. Recharacterization and earnings calculation

    By Guest cjsanders,
    • 2 replies
    • 1.9k views

  6. Trust beneficiary & minimum distributions

    By Guest ndgal,
    • 1 reply
    • 1.4k views

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

    By Guest Ed Lichtig,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest reg_h2b,
    • 1 reply
    • 1.6k views

  9. Roth IRA Conversions/Tax Advantage

    By Guest pollyvw,
    • 1 reply
    • 1.5k views

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

    By Guest dmg1541,
    • 5 replies
    • 10.1k views

  11. Recharacterizing again

    By Guest Steven D Holland,
    • 1 reply
    • 1.5k views

  12. Has anyone been selling call options inside the IRA and purchasing the

    By Guest dkb1955,
    • 8 replies
    • 8.9k views
    • Guest
    • Guest

  13. Failed Roth conversion subject to penalty???

    By Guest Paul Leslie,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  14. Roth IRA - Income Eligibility Limits

    By Guest B Smith,
    • 3 replies
    • 1.7k views

  15. Recharecterizing a ROTH to a Traditional IRA

    By Guest Michael Adamitis,
    • 1 reply
    • 1.5k views

  16. Re-characterization question

    By Guest Jay Dansicker,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  17. Receiving a lum-sum pension plan distribution as a non-spousal benefic

    By Guest ashinkasha,
    • 6 replies
    • 2.4k views

  18. Distribution From Roth IRA For Educational Purpose

    By Guest irr7342,
    • 3 replies
    • 1.6k views

  19. Are Roth distributions subject to 10% penalty if you are not 59 1/2?

    By JAMES PATRICK,
    • 5 replies
    • 1.9k views

  20. What funds to include in converting from IRA to Roth

    By Guest eunice,
    • 1 reply
    • 1.3k views

  21. Can a non-spouse beneficiary "un-do" a distribution made out

    By Guest J. Russell Armstrong,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  22. How can I invest to be qualified to roll a regular IRA into a ROTH in

    By Guest Doug,
    • 7 replies
    • 2.2k views

  23. Do distributions from a Roth IRA count as "tax-exempt interest&qu

    By Guest stevied10,
    • 1 reply
    • 1.8k views

  24. Can an IRA hold a stock in a non-publicly traded security?

    By Guest roger k,
    • 4 replies
    • 3.1k views
    • Guest
    • Guest

  25. Roth eligibility question--new job

    By Guest jrein,
    • 4 replies
    • 1.6k views

  26. >>Can a "corporation" serve as the custodian of a mino

    By Guest true-1,
    • 2 replies
    • 1.7k views

  27. When a beneficiary inherits a Roth IRA, does that individual have to t

    By Guest jasonc,
    • 8 replies
    • 1.7k views
    • Guest
    • Guest

  28. Distributions

    By Guest sansbroker,
    • 6 replies
    • 2.1k views
    • Guest
    • Guest

  29. Is it required that an inherited IRA be distributed to beneficiaries o

    By R. Butler,
    • 5 replies
    • 1.9k views

  30. IRA's For Full-time Investors?

    By Guest stubevan,
    • 4 replies
    • 3.5k views

  31. What retirement account options exist when IRA income limits are excee

    By Guest,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  32. Can I contribute to both a Roth IRA and a traditional IRA?

    By Guest,
    • 3 replies
    • 2.3k views

  33. Can a grantor trust be treated as the "owner" of an IRA?

    By Guest dkb1955,
    • 1 reply
    • 3.3k views

  34. Roth IRA vs Employer matched 40lK

    By Guest Janie H.,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  35. Non-resident legal alien contributions to IRAs.

    By Guest Catherine,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  36. Partial recharacterization of multiple conversions from traditional IR

    By Guest Ken Behrens,
    • 7 replies
    • 2.6k views

  37. Question about withdrawal for reasons other than medical or college ex

    By Guest,
    • 5 replies
    • 1.8k views

  38. Converted Roth /1st time home purchase/5 year hold not met/ Can I make

    By Guest,
    • 1 reply
    • 1.5k views

  39. Why does the value of my Roth IRA keep going down?

    By Guest Barb Hokel,
    • 5 replies
    • 9.3k views
    • Guest
    • Guest

  40. How does Roth 5 year period apply to conversions?

    By Guest Mary Ann,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  41. Can I contribute for my child with no SS#?

    By Guest brazzell,
    • 1 reply
    • 1.7k views

  42. Can monies be withdrawn from the Roth Ira to pay for College expenses?

    By Guest jmystery,
    • 1 reply
    • 1.5k views

  43. How much to start a Roth IRA? More than one fund OK? Can I select indi

    By Guest diggerdave,
    • 5 replies
    • 2.2k views

  44. Can I open a Roth IRA as a gift to my children even if they have no ea

    By Guest sidhum,
    • 1 reply
    • 2.1k views

  45. Status of RSSA 2000?

    By Guest David Hammond CISP,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  46. Basic questions about the Roth

    By Guest BrianfromWash,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  47. Mininum contributions to new Roth IRA's.

    By Guest Ruth Ayres,
    • 2 replies
    • 1.7k views

  48. Roth eligibility question.

    By Guest bilbo1,
    • 1 reply
    • 1.4k views

  49. newbie to Roth IRA-questions

    By Guest Fia Yi,
    • 4 replies
    • 1.7k views

  50. Undoing erroneous withdrawal.

    By Guest anthony devito,
    • 1 reply
    • 1.6k views
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