IRAs and Roth IRAs

3,118 topics in this forum

1. Accidental Excess for TAX 1999

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

2. Deliberate Excess Contributions

   By Guest rgeary, September 19, 2000
   • 16 replies
   • 4.3k views
   • 
   • Guest
   • February 23, 2001

3. (Another) IRA Conversion Tax Question

   By Guest Wade Jackson, September 15, 2000
   • 1 reply
   • 1.7k views
   • 
   • BPickerCPA
   • September 15, 2000

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

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

5. Exceeded 1999 Roth IRA Contributions - Accidentally

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

6. Inherited IRA--spousal options

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

7. Waiver of Penalty from an IRA distribution

   By Guest russo40, September 14, 2000
   • 3 replies
   • 1.6k views
   • 
   • Mary Kay Foss
   • September 20, 2000

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

   By Guest David Hammond CISP, September 14, 2000
   • 1 reply
   • 2.6k views
   • 
   • Gary Lesser
   • September 14, 2000

9. Rotha IRA for 1999 capital gains

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

10. Roth IRA Tax Help

    By Guest Tom McGurgan, September 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • September 15, 2000

11. Using the MDIB Table for RMD Calulations

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

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

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

13. Help! Married, filing separately

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

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

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

15. 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

16. 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

17. Risks in Roth IRAs?

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

18. Need brilliant revelation

    By Guest greygreen, August 25, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2000

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

    By Guest Tony Griffith, August 24, 2000
    • 3 replies
    • 2.4k views
    • 
    • John G
    • August 28, 2000

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

    By Guest Barbara Coatsw, August 24, 2000
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • September 8, 2000

21. special IRA living trust

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

22. 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

23. 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

24. 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

25. Early withdrawls from Roth IRAs

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

26. 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

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

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

28. IRA's - Minimum Distributions

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

29. Best RothIras to invest

    By Guest enolito, August 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • August 16, 2000

30. $100,000 MAGI limit for Roth comversion however with passive activity

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

31. Eligability to establish a Roth

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

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

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

33. 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
    • 
    • BPickerCPA
    • August 11, 2000

34. 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

35. 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

36. 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

37. 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

38. Divorced--Roth IRA distribution

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

39. 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

40. can 401K rollover be put in a Roth IRA??

    By Guest quinn100, July 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • July 26, 2000

41. Young whipper-snapper thinking ahead

    By Guest jamison, July 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • August 1, 2000

42. IRA Rollover Question

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

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

    By Guest dkb1955, July 18, 2000
    • 8 replies
    • 6.7k views
    • 
    • Guest
    • December 1, 2000

44. We're married and filing separate tax returns. Can we start Roths?

    By Guest Carl Ryan, July 16, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • July 19, 2000

45. Looking for firm to be trustee of a group IRA under section 408(c)

    By cathyw, July 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • cathyw
    • July 14, 2000

46. Having trouble with custodian of decedent's IRA; how to title the acco

    By Guest robertcusick, July 13, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 13, 2000

47. 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

48. Need an IRA trustee or custodian who will hold real estate, tax certif

    By Guest sheadan, July 11, 2000
    • 3 replies
    • 1.9k views
    • 
    • Dave Baker
    • July 14, 2000

49. Deduction for State Taxes paid for Roth Conversion?

    By Guest jc7032, July 9, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 11, 2000

50. How to pay excise tax for 1999 early distribution, if 1999 income tax

    By k man, July 7, 2000
    • 2 replies
    • 1.4k views
    • 
    • Mary Kay Foss
    • July 14, 2000