IRAs and Roth IRAs

3,121 topics in this forum

1. New Roth IRA and 401k limits; Roth 401k

   By Guest ferrad, October 8, 2000
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • October 8, 2000

2. Which RMD Payment Option to Use for IRA Beneficiary?

   By Guest David Hammond CISP, October 5, 2000
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • October 6, 2000

3. SEP to Roth - any limits on number of conversions?

   By Guest rfopiano, October 5, 2000
   • 1 reply
   • 1.4k views
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   • BPickerCPA
   • October 6, 2000

4. IRA life expectancy based on 2 lives

   By Guest, September 24, 2000
   • 5 replies
   • 1.9k views
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   • Michael Devault
   • October 5, 2000

5. SEPP from and IRA Annuity Contract OK?

   By Guest danmar, October 3, 2000
   • 5 replies
   • 2k views
   • 
   • Guest
   • October 4, 2000

6. Actual income vs. 1998-2001 Roth Conversion Income

   By Guest John Blake, September 28, 2000
   • 2 replies
   • 2k views
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   • John G
   • October 1, 2000

7. Roth IRA: Savings vs. Certificate of Deposit

   By Guest berg67, September 28, 2000
   • 4 replies
   • 6.3k views
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   • John G
   • September 29, 2000

8. Selecting a "Broker/Bank" to help open a ROTH IRA.

   By Guest syncmasterp, September 26, 2000
   • 1 reply
   • 1.5k views
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   • John G
   • September 26, 2000

9. Inherited IRA--spousal options

   By Felicia, September 14, 2000
   • 5 replies
   • 2.2k views
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   • Bruce Steiner
   • September 24, 2000

10. roth ira versus 401k (w/out matching $)

    By Guest flipwood, September 5, 2000
    • 2 replies
    • 2.2k views
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    • Guest
    • September 24, 2000

11. Yet another 401k to Roth question

    By Guest ScottieBeans, September 24, 2000
    • 1 reply
    • 1.4k views
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    • Guest
    • September 24, 2000

12. Do IRAs have interest rates? If so, how to shop for best rate?

    By Guest Zelly Miller, September 21, 2000
    • 1 reply
    • 2.6k views
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    • John G
    • September 21, 2000

13. Waiver of Penalty from an IRA distribution

    By Guest russo40, September 14, 2000
    • 3 replies
    • 1.7k views
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    • Mary Kay Foss
    • September 20, 2000

14. Accidental Excess for TAX 1999

    By Guest mmmcmar, September 20, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • September 20, 2000

15. Roll money from 401k to IRA to Roth?

    By Guest JKrowiak, September 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2000

16. Exceeded 1999 Roth IRA Contributions - Accidentally

    By Guest mmmcmar, September 15, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • September 18, 2000

17. (Another) IRA Conversion Tax Question

    By Guest Wade Jackson, September 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • September 15, 2000

18. Roth IRA Tax Help

    By Guest Tom McGurgan, September 13, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • September 15, 2000

19. Rolling stock certificates from a 401K to a Roth IRA

    By Guest Dave Blaschke, August 31, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • September 14, 2000

20. IRA Eligibility for Citizens of the Commonwealth of Puerto Rico?

    By Guest David Hammond CISP, September 14, 2000
    • 1 reply
    • 2.7k views
    • 
    • Gary Lesser
    • September 14, 2000

21. Rotha IRA for 1999 capital gains

    By Guest barbra, September 13, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2000

22. Using the MDIB Table for RMD Calulations

    By Guest David Hammond CISP, September 7, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • September 9, 2000

23. Are IRA trustees/custodians liable if they leave the filing of Form 99

    By Guest Barbara Coatsw, August 24, 2000
    • 2 replies
    • 4.7k views
    • 
    • Guest
    • September 8, 2000

24. Help! Married, filing separately

    By Guest glennchapin, September 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 6, 2000

25. Help! Married, filing separately, two kids and a Roth

    By Guest glennchapin, September 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2000

26. 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

27. Help me start before it's too late!!

    By Guest Jason W Harley, August 8, 2000
    • 10 replies
    • 2.4k views
    • 
    • John G
    • August 29, 2000

28. Risks in Roth IRAs?

    By Guest Tami, August 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • August 29, 2000

29. Are viaticals a prohibited investment for a self-directed IRA?

    By Guest angieeasterling, August 22, 2000
    • 3 replies
    • 2.4k views
    • 
    • John G
    • August 29, 2000

30. Can I roll my current Roth IRA into an online brokerage account and ma

    By Guest Tony Griffith, August 24, 2000
    • 3 replies
    • 2.9k views
    • 
    • John G
    • August 28, 2000

31. Need brilliant revelation

    By Guest greygreen, August 25, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 27, 2000

32. special IRA living trust

    By Guest tsmith69, August 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • August 25, 2000

33. Excess Roth IRA contributions - is the income subject to the 6% penalt

    By Guest john cablet, August 21, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 21, 2000

34. Choice between taking a distribution from a guar benefit retirement pl

    By Guest dtfoyle, August 20, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 2000

35. Should she open Roth or save in a taxable account?

    By Guest plmills66, August 19, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2000

36. Roth IRA eligibility & U.S. citizens abroad

    By Guest williamsteih, August 17, 2000
    • 1 reply
    • 1.3k views
    • 
    • IRC401
    • August 20, 2000

37. Early withdrawls from Roth IRAs

    By Guest zeroinone, August 20, 2000
    • 2 replies
    • 1.5k views
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    • John G
    • August 20, 2000

38. IRA's - Minimum Distributions

    By eilano, August 16, 2000
    • 4 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • August 18, 2000

39. Eligability to establish a Roth

    By Guest mcampla, August 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 17, 2000

40. Best RothIras to invest

    By Guest enolito, August 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 16, 2000

41. $100,000 MAGI limit for Roth comversion however with passive activity

    By Guest ndcooktn, August 15, 2000
    • 3 replies
    • 2k views
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    • BPickerCPA
    • August 16, 2000

42. 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

43. Can I take a distribution from my 401k after tax account with my curre

    By Guest twlowe, August 10, 2000
    • 3 replies
    • 1.9k views
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    • BPickerCPA
    • August 11, 2000

44. Question on a partial recharacterization and conversion to a Roth.

    By Guest AaronWenger, August 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 7, 2000

45. Can I open a ROTH IRA if I already participate in my employer's pensio

    By Guest giacomo15, August 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • August 5, 2000

46. Divorced--Roth IRA distribution

    By Guest dornee, August 3, 2000
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • August 4, 2000

47. 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

48. Status of H.R. 1102 Portman-Cardin Bill?

    By Guest David Hammond CISP, August 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • August 3, 2000

49. Young whipper-snapper thinking ahead

    By Guest jamison, July 21, 2000
    • 3 replies
    • 1.9k views
    • 
    • Bill Berke
    • August 1, 2000

50. IRA Rollover Question

    By Guest gekpc, July 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 31, 2000