IRAs and Roth IRAs

3,118 topics in this forum

1. IRS Announcement 2008-44

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

2. IRA Questions

   By Guest Mandy76, March 5, 2006
   • 1 reply
   • 1.3k views
   • 
   • John G
   • March 7, 2006

3. Stocks in a roth ira

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

4. Relief for Missed RMDs Due to IRA Beneficiary Dispute

   By Plan Doc, February 23, 2024
   • 3 replies
   • 1.3k views
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   • Plan Doc
   • February 23, 2024

5. 4 funds and yearly fee of 60

   By Guest misstifyd, March 31, 2005
   • 3 replies
   • 1.3k views
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   • John G
   • April 7, 2005

6. Partially phased out Roth contribution

   By Guest Barney Byrd, April 4, 2000
   • 1 reply
   • 1.3k views
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   • BPickerCPA
   • April 4, 2000

7. Roth IRA conversion

   By Guest g-rex, April 11, 2000
   • 1 reply
   • 1.3k views
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   • Michael Devault
   • April 11, 2000

8. Qualifying earned income for 14 yr. old.

   By Guest Rosie, March 28, 2001
   • 1 reply
   • 1.3k views
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   • John G
   • March 28, 2001

9. Employer reporting

   By Guest JG44, November 16, 2007
   • 1 reply
   • 1.3k views
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   • pmacduff
   • November 16, 2007

10. 10% penalty applicable for Roth conversions?

    By Guest jusducki, March 31, 2004
    • 1 reply
    • 1.3k views
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    • Lame Duck
    • March 31, 2004

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

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

12. Roth Beneficiaries

    By Guest chasseur, January 6, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • January 6, 2000

13. Rollover of ROTH-IRA to Annuity

    By Guest JBlanchard, May 28, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 28, 2006

14. Roth Contribution Totals

    By Guest Steve22, March 21, 2000
    • 2 replies
    • 1.3k views
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    • John G
    • March 21, 2000

15. Nondudctible IRA converted to Roth IRA

    By Guest Karen Miranda, March 7, 2002
    • 1 reply
    • 1.3k views
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    • Mary Kay Foss
    • March 8, 2002

16. Roth right for me?

    By Guest Boris, April 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2006

17. UBTI and Alternative Minimum Tax

    By Guest Carrie Dover, July 28, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • July 28, 2009

18. postumous correction of surviving spouse election to be beneficiary instead of owner

    By Guest icuncrt, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • June 7, 2010

19. Death of beneficiary spouse shortly after IRA owner dies

    By Bird, December 2, 2021
    • 7 replies
    • 1.3k views
    • 
    • Appleby
    • December 10, 2021

20. IRA COnversion to Roth

    By Guest goodmans, March 10, 2000
    • 3 replies
    • 1.3k views
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    • Guest
    • March 13, 2000

21. IRA's contribution increases???

    By Guest darren, May 5, 2001
    • 2 replies
    • 1.3k views
    • 
    • John G
    • May 6, 2001

22. can I convert from a 401k to a Roth without penalties??

    By Guest c3crash2u, October 26, 1999
    • 1 reply
    • 1.3k views
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    • Dowist
    • October 26, 1999

23. participant's death

    By Felicia, August 30, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 30, 2006

24. Delayed Excess Contribution Transfer

    By Guest royboy11, March 19, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • March 19, 2001

25. My heartfelt thanks

    By Guest Lonnie_parry, April 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 1999

26. Partial conversion of SEP to Roth - what amount can I convert without paying taxes?

    By Guest ac_onion, October 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 2, 2003

27. IRA distributions - pre- or post-death?

    By Guest Trirod, September 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 19, 2001

28. Have I Found a Tax Loop Hole?

    By Guest IraSue, February 28, 2007
    • 2 replies
    • 1.3k views
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    • Guest
    • February 28, 2007

29. Another excess Roth contribution question

    By bzorc, February 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • JAMES PATRICK
    • February 11, 2002

30. Can a person file electronically if contributes to a ROTH IRA?

    By Cathy from Chicago, December 22, 1999
    • 2 replies
    • 1.3k views
    • 
    • Cathy from Chicago
    • January 5, 2000

31. First-time homebuyer

    By Guest kingnoz, August 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • JAMES PATRICK
    • August 22, 2003

32. Roth distribution question

    By Guest KenShiiro, April 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 14, 2007

33. charitable distributions and RMDs

    By Guest ecleverdon, October 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • October 19, 2006

34. Deceased Husband's IRA Not Inherited (LTR 200126038)

    By Guest IRA SPECIALIST, July 3, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 3, 2001

35. The impact of roth ira on canadian retirement accounts

    By Guest Pully, June 4, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 1999

36. Do I have additional time under final regs to convert from IRA to Roth

    By Guest breezer, June 11, 1999
    • 2 replies
    • 1.3k views
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    • John G
    • June 11, 1999

37. Minor ROTH IRAs

    By Guest Denise Murphy, September 1, 1999
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • September 2, 1999

38. educational iras

    By Guest jennifer jones, February 9, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 9, 1999

39. qualified plan to ROTH...

    By K-t-F, June 10, 2004
    • 2 replies
    • 1.3k views
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    • Appleby
    • June 10, 2004

40. Recharacterization of this year's contribution

    By Guest ken roberts, December 10, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 1999

41. Make too much

    By Guest azrph, December 30, 2004
    • 3 replies
    • 1.3k views
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    • Appleby
    • December 31, 2004

42. To convert to Roth or not - That is the question!

    By Guest kevingag, March 4, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2002

43. Roth Investment Alternative (Discounted Notes?)

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

44. RothIRA

    By Guest vex45, August 25, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • August 25, 2001

45. Spouse not working and IRA Contribution

    By Guest jeepnsam, April 13, 2014
    • 5 replies
    • 1.3k views
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    • John G
    • May 12, 2014

46. Form 990T

    By Guest cheri, June 29, 2006
    • 1 reply
    • 1.3k views
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    • Ron Snyder
    • July 6, 2006

47. where to get the best roth ira

    By Guest MELANIE C, March 20, 1999
    • 2 replies
    • 1.3k views
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    • John G
    • March 22, 1999

48. Maximum contributions to Roth, deductible and non-deductible IRAs

    By Guest Lyric, April 24, 1999
    • 2 replies
    • 1.3k views
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    • Guest
    • April 27, 1999

49. conversion timing

    By Guest jgrat, March 29, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 29, 2000

50. roth ira transfer and contribution possible mistake

    By Guest 5313173, February 25, 2003
    • 5 replies
    • 1.3k views
    • 
    • John G
    • February 26, 2003