IRAs and Roth IRAs

3,118 topics in this forum

1. Self Directed IRA and Private Lending

   By Guest Bobclp, October 9, 2001
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • February 2, 2002

2. How many times can you convert one or more Traditional IRAs that you might currently own (or create in the future) over to a new or existing Roth IRA?

   By Guest phactor, June 27, 2004
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • June 29, 2004

3. Lost Money on Roth - Can I contribute more?

   By Guest DaveXxxx, August 18, 2007
   • 8 replies
   • 2.9k views
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   • John G
   • August 24, 2007

4. Rollovers to both IRA and RothIRA

   By Guest BobH, February 19, 2006
   • 8 replies
   • 3k views
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   • John G
   • February 24, 2006

5. Trust as Beneficary: Spousal Rollover

   By Guest reg_h2b, December 12, 2000
   • 8 replies
   • 2.5k views
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   • Guest
   • December 20, 2000

6. Roth IRA investment strategies?

   By Guest IRAnewbie, July 20, 2004
   • 8 replies
   • 2k views
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   • Guest
   • August 1, 2004

7. Multiple Roth IRAs?

   By Guest NASCAR20FAN, September 15, 2008
   • 8 replies
   • 2.6k views
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   • masteff
   • October 16, 2008

8. Rollover IRA - Tax and Penalty on Excess Contributions

   By Guest garvey_agg, June 26, 2001
   • 8 replies
   • 7.9k views
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   • Guest
   • July 3, 2001

9. Non-spousal rollover fact pattern

   By billfgrady, November 9, 2006
   • 8 replies
   • 2.4k views
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   • Guest
   • November 10, 2006

10. Recharacterication of Roth IRA and Form 1040X

    By Guest benefits8, July 20, 2002
    • 8 replies
    • 3.1k views
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    • mbozek
    • July 22, 2002

11. CRD Repayment of RMD paid in Stock-2020

    By ERISAGal, June 2, 2020
    • 8 replies
    • 2.2k views
    • 
    • Luke Bailey
    • June 5, 2020

12. Creditor Protection in an IRA

    By Guest flogger, July 20, 2007
    • 8 replies
    • 2.8k views
    • 
    • Belgarath
    • August 7, 2007

13. Contributions to Traditional and Roth IRA for 2001?

    By Guest ff5561, January 5, 2002
    • 8 replies
    • 2.3k views
    • 
    • John G
    • January 14, 2002

14. IRA Beneficiary for Prohibited Transactions

    By Guest l52094, July 21, 2003
    • 8 replies
    • 2.6k views
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    • Guest
    • July 24, 2003

15. IRS Announces Limits for 2008

    By Appleby, October 18, 2007
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • October 24, 2007

16. New RMD rules when the IRA owner died prior to 2000

    By Guest Sarah Brenner, March 9, 2001
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • March 15, 2001

17. custom-crafted IRA agreement

    By Peter Gulia, December 29, 2008
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • January 2, 2009

18. Transferring a Roth to a Different Institution

    By Guest ahstein, January 11, 1999
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • February 5, 1999

19. Returning funds to traditional IRA

    By Mark G, June 30, 2024
    • 8 replies
    • 7.8k views
    • 
    • Mark G
    • July 5, 2024

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

    By Guest dkb1955, July 18, 2000
    • 8 replies
    • 6.6k views
    • 
    • Guest
    • December 1, 2000

21. Beneficiary naming Benficiary

    By Guest LMH, July 20, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 1999

22. Rollover of Litigation Settlement

    By Guest djw, December 27, 2004
    • 8 replies
    • 3.7k views
    • 
    • mbozek
    • January 4, 2005

23. Same Owner / Multiple IRA Advantages?

    By Guest AJ Milano, September 28, 1999
    • 8 replies
    • 2.2k views
    • 
    • BPickerCPA
    • October 31, 1999

24. using an IRA for start-up capital?

    By Guest Daniel Fisher, February 10, 1999
    • 8 replies
    • 1.9k views
    • 
    • Dave Baker
    • November 2, 1999

25. Help! What should I do?

    By Guest student79, June 7, 2005
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 11, 2005

26. Direct Rollover to ROTH IRA

    By Guest Golden Girl, April 29, 2009
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2010

27. early withdrawal of roth ira converted from traditional ira in 1998

    By Guest aker6789, June 15, 2002
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • June 27, 2002

28. another real estate investment question

    By Gudgergirl, June 26, 2009
    • 8 replies
    • 3.4k views
    • 
    • mbozek
    • August 9, 2011

29. "Helping" to contribute to your parents Roth.

    By Guest sylvee, April 13, 2005
    • 8 replies
    • 1.9k views
    • 
    • John G
    • May 2, 2005

30. Rolling real estate from qualified plan into IRA

    By Guest Sieve, May 9, 2012
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • January 4, 2013

31. IRA and qualified plan participant dies intestate

    By Belgarath, May 1, 2009
    • 8 replies
    • 4.7k views
    • 
    • Appleby
    • May 14, 2009

32. Conversion calculators

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

33. What to do?

    By Guest ucat4, January 9, 2006
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • January 13, 2006

34. UBTI Payment/990-T

    By Guest cashmere, March 9, 2007
    • 8 replies
    • 4k views
    • 
    • Guest
    • April 4, 2008

35. Contribution vs. Conversion Rules

    By Guest jc7032, November 15, 1999
    • 8 replies
    • 1.8k views
    • 
    • John G
    • December 22, 1999

36. Early withdrawal and qualified distributions

    By Guest cornelio, April 15, 2003
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • April 15, 2003

37. Roth IRA vs. 529 Savings Plan for my twin babies....

    By Guest leighdvm, March 17, 2010
    • 8 replies
    • 3.8k views
    • 
    • Bird
    • April 17, 2010

38. Requirement for a new Roth IRA Account every year?

    By Guest Liferescue, April 19, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • April 19, 2002

39. Rollover Contribution to ROTH

    By Guest FET, December 22, 1999
    • 8 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 7, 2000

40. IRC Sec 408

    By Guest Jeanne, July 27, 2001
    • 8 replies
    • 2.5k views
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    • Guest
    • July 30, 2001

41. RMD - age 89 and retiring

    By Cynchbeast, December 4, 2013
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • December 5, 2013

42. RMD's from non-Spousal Inherited IRA

    By Mike Preston, October 3, 2007
    • 8 replies
    • 5k views
    • 
    • Belgarath
    • October 5, 2007

43. Spousal Ira Conversion Irreversible???

    By Guest fidowatch, March 15, 2002
    • 8 replies
    • 1.9k views
    • 
    • BPickerCPA
    • March 21, 2002

44. ransfer incident to Divorce of an Inherited IRA

    By jevd, October 27, 2006
    • 8 replies
    • 4.2k views
    • 
    • Guest
    • December 11, 2006

45. is this worth it?

    By Guest quaspro, April 7, 2004
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • April 9, 2004

46. Withdrawl of Roth IRA original contributions

    By Guest saber, February 20, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2004

47. Potential strategy for cicumventing the $100K MAGI limit for Roth conversions?

    By Guest rkal66, August 2, 2004
    • 8 replies
    • 1.8k views
    • 
    • John G
    • August 3, 2004

48. When a beneficiary inherits a Roth IRA, does that individual have to t

    By Guest jasonc, October 21, 2000
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 2000

49. Question on "basis" after conversion

    By Guest skrambo, April 9, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 1999

50. Roth IRA setup as a Traditional IRA by mistake by Fund Administrator

    By Guest flyboy73, March 17, 2013
    • 8 replies
    • 5.1k views
    • 
    • John G
    • July 31, 2013