IRAs and Roth IRAs

3,120 topics in this forum

1. 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
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   • Guest
   • December 24, 1998

2. Roth IRA basis for state purposes after moving

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

3. Possible PT - Investment Advisory Fee

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

4. Roth IRA conversion

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

5. PT Question

   By Scuba 401, May 23, 2018
   • 7 replies
   • 1.3k views
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   • Luke Bailey
   • July 2, 2018

6. 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

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

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

8. 401-K converted to a Roth. Two Form 1099-R's?

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

9. Roth Contribution Totals

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

10. Reversing an IRA conversion

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

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

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

12. Roth Beneficiaries

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

13. Delayed Excess Contribution Transfer

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

14. Need help rolling retirement funds to roth

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

15. 2001 Roth Contributions

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

16. New Pre-59½ Distribution Rules

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

17. Employer reporting

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

18. 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

19. Individual Roth IRA

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

20. 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

21. Qualifying earned income for 14 yr. old.

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

22. roth ira and the children

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

23. charitable distributions and RMDs

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

24. My heartfelt thanks

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

25. IRA COnversion to Roth

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

26. 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

27. Roth right for me?

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

28. MRD Reporting Requirement

    By DTH, December 2, 2005
    • 1 reply
    • 1.3k views
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    • Appleby
    • December 2, 2005

29. 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

30. roth ira conversion with 150,000 agi

    By Guest sydney rose, February 2, 2001
    • 1 reply
    • 1.3k views
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    • Michael Devault
    • February 2, 2001

31. 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

32. Looking for Explanation of Roth Conversion Tax Penalty.

    By Guest jmwskw, June 26, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 27, 1999

33. Eligibility for Roth IRA when filing status is married filing separate

    By Guest Judy Edwards, March 31, 2000
    • 1 reply
    • 1.3k views
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    • Michael Devault
    • March 31, 2000

34. 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

35. Roth IRA for college savings

    By Guest nesby, January 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • January 2, 2004

36. Another excess Roth contribution question

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

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

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

38. 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

39. IRS Announcement 2008-44

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

40. IRA Questions

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

41. RothIRA

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

42. educational iras

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

43. Make too much

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

44. First-time homebuyer

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

45. 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

46. 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

47. IRA's contribution increases???

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

48. The impact of roth ira on canadian retirement accounts

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

49. conversion timing

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

50. participant's death

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