IRAs and Roth IRAs

3,118 topics in this forum

1. new rules for 2005. conversion trad to roth ira

   By Guest nmchigger, June 14, 2005
   • 1 reply
   • 1.3k views
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   • Appleby
   • July 21, 2005

2. Roth Conversion after Retirement

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

3. Need help with Roth IRA's

   By Guest JarG0n, May 20, 2002
   • 2 replies
   • 1.3k views
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   • John G
   • May 21, 2002

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

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

5. Roth Ira conversion recharacterization still possible?

   By Guest BrianR, January 29, 2002
   • 0 replies
   • 1.3k views
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   • Guest
   • January 29, 2002

6. Foreign Certification

   By Guest P A Weick, June 10, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • June 10, 1999

7. Withdrawal of Roth Contributions

   By Guest jsexton9, June 15, 1999
   • 1 reply
   • 1.3k views
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   • Kathy
   • June 15, 1999

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

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

9. IRA, ROTH IRA, 401.....whew lot to swallow

   By Guest SprinklerGuy, July 24, 2002
   • 7 replies
   • 1.3k views
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   • John G
   • July 25, 2002

10. Incorrectly withheld tax when converting to a Roth

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

11. Increasing the Rollover AGI Limit?

    By Guest richa65, March 20, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • March 30, 1999

12. What are investment options within a ROTH IRA? Any benefits of using

    By Guest Invester turned 50, May 27, 2001
    • 1 reply
    • 1.3k views
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    • John G
    • May 28, 2001

13. state taxation of Roth Ira

    By Guest alk1, April 1, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • April 1, 1999

14. Roth deduction for Home Purchase question

    By Guest bobg, August 10, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • August 24, 1999

15. Roth IRA Withdrawal

    By Guest cadiprima, July 4, 2001
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • July 4, 2001

16. IPOs offered to IRAs by the IRA custodian?

    By Guest ERISA_kid, January 30, 2004
    • 1 reply
    • 1.3k views
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    • ElGuapo
    • January 30, 2004

17. Roth IRA Brother/Sister Controlled Group

    By Guest sattek, March 18, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • March 20, 2008

18. WANT TO OPEN A ROTH IRA account

    By Guest xmanpr, October 28, 2002
    • 5 replies
    • 1.3k views
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    • John G
    • October 30, 2002

19. 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

20. PPA Language Mandated Yet?

    By Guest IraSue, November 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2007

21. Can I contribute MORE than $2000 as a single taxpayer in any given yea

    By Guest Paulaanne, May 3, 2002
    • 2 replies
    • 1.3k views
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    • John G
    • May 3, 2002

22. Simple IRAs and Roth IRAs

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

23. Income Reporting Dilema Regarding Roth IRA

    By Guest rgeary, April 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 14, 2001

24. Any consequences for beneficiary who takes a partial distribution from

    By Guest L Siebert CPA, July 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 14, 2000

25. ROTH IRA distribution prior to 4 year spread/investment loss/1999 Incl

    By Guest, August 11, 2000
    • 1 reply
    • 1.3k views
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    • Mary Kay Foss
    • August 15, 2000

26. Roth Contributions for married filing joint

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

27. Out of $ to pay tax installment due because of 98 conversion.

    By Guest tabrams, February 24, 2000
    • 2 replies
    • 1.3k views
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    • John G
    • February 24, 2000

28. Roth IRA Answer Book

    By Gary Lesser, December 23, 1998
    • 0 replies
    • 1.3k views
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    • Gary Lesser
    • December 23, 1998

29. Conversion calculators

    By Guest JPIngold, August 2, 2010
    • 8 replies
    • 1.3k views
    • 
    • John G
    • August 24, 2010

30. Individual Roth IRA

    By Guest wats369, June 19, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 19, 2001

31. 401-K converted to a Roth. Two Form 1099-R's?

    By Guest Lonnie_parry, April 12, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 12, 1999

32. New Pre-59½ Distribution Rules

    By Guest Pat Matthews, October 4, 2002
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • October 4, 2002

33. Can a non-spouse beneficiary re-direct the investment option(s) of the

    By Guest Kerry Holahan, April 12, 1999
    • 4 replies
    • 1.3k views
    • 
    • BPickerCPA
    • April 18, 1999

34. SEP IRA to IRA

    By Guest JasonMC, January 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 15, 2002

35. Roth Conversions and Recharacterizations

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

36. Roth IRA investment

    By Guest Dave38Ca, July 17, 2001
    • 1 reply
    • 1.3k views
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    • John G
    • July 17, 2001

37. Roth IRA basis for state purposes after moving

    By Guest besskane, March 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 2001

38. Possible PT - Investment Advisory Fee

    By Guest MLG, July 31, 2012
    • 2 replies
    • 1.3k views
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    • mbozek
    • August 1, 2012

39. Roth IRA Estimated Tax & Penalties

    By Guest chrisrafter, August 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 1999

40. Can Foreign earned income be contributed to a Roth IRA?

    By Guest aguapreta, May 2, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 2, 2001

41. 2001 Roth Contributions

    By Guest Sky, January 14, 2002
    • 1 reply
    • 1.3k views
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    • Guest
    • January 14, 2002

42. IRA Custodian deposited contribution in wrong account opinions please

    By Jaxson, September 30, 2017
    • 1 reply
    • 1.3k views
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    • Borsley
    • October 2, 2017

43. Reversing an IRA conversion

    By Guest OldPro, December 20, 1998
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • December 20, 1998

44. Failed to recharacterize Roth before 12/31/99

    By Guest chrisdec, March 24, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 24, 2000

45. IRS Announcement 2008-44

    By Belgarath, May 1, 2008
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • May 1, 2008

46. Stocks in a roth ira

    By Guest silver$, March 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 7, 2006

47. Need help rolling retirement funds to roth

    By Guest Peter Truong, February 16, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2000

48. roth ira and the children

    By Guest naidae1, March 14, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 14, 2000

49. Any reason to open a Roth in 1998 if I am not going to convert for 5 y

    By Guest joeblues, December 24, 1998
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 24, 1998

50. SIMPLE IRA--Disclosure statement

    By Guest Christine, January 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 1999