IRAs and Roth IRAs

3,118 topics in this forum

1. Am I the owner/beneficiary?

   By Guest Alice, May 24, 2002
   • 11 replies
   • 2.3k views
   • 
   • John G
   • July 1, 2002

2. Amended and restated documents

   By Felicia, May 30, 2002
   • 0 replies
   • 1.5k views
   • 
   • Felicia
   • May 30, 2002

3. Amended returns to correct nondeductible IRA to Roth?

   By Guest Steve Palmer, February 18, 2002
   • 1 reply
   • 1.5k views
   • 
   • JAMES PATRICK
   • February 24, 2002

4. American and foreign wife have questions about Roth IRA

   By Guest toddwyks, April 22, 2001
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • May 21, 2001

5. American Express Brokerage: avoid them!

   By Guest rgeary, January 12, 2001
   • 4 replies
   • 2.3k views
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   • John G
   • January 15, 2001

6. American Express Financial Advisors

   By Guest GoGreen, January 12, 2000
   • 1 reply
   • 1.7k views
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   • John G
   • January 13, 2000

7. American Express Roth IRAs???

   By Guest RHAND, September 27, 2001
   • 2 replies
   • 7.1k views
   • 
   • John G
   • September 29, 2001

8. American living abroad. What part of my savings is eligable for a Roth and can my wife start a Roth?

   By Guest brapa, November 25, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 25, 2003

9. americans abroad

   By Guest karenmaclean, September 12, 2002
   • 1 reply
   • 1.1k views
   • 
   • MGB
   • September 12, 2002

10. AMEX Mutual Fund

    By Guest BigAl, May 10, 2002
    • 14 replies
    • 6.6k views
    • 
    • John G
    • June 10, 2002

11. An individual was granted an extension to elect to recharacterize his

    By Guest AFRICA6796, May 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 3, 2001

12. An inherited IRA

    By Guest AngelaK, October 11, 2001
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 14, 2001

13. Annual Fees--small accounts

    By Guest Christine, December 24, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 1998

14. Annual SEP to Roth conversions

    By Guest rfopiano, December 27, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • December 28, 2000

15. Annuities within an IRA

    By joel, July 8, 2017
    • 1 reply
    • 763 views
    • 
    • ETA Consulting LLC
    • July 9, 2017

16. Annuity Distribution to Rollover IRA then rollover Roth IRA?

    By Guest cgc, April 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 1999

17. annuity experts out there?

    By Belgarath, August 30, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 10, 2001

18. Annuity to IRA - first time homebuyer downpayment

    By Guest kbeers, March 16, 2000
    • 1 reply
    • 3k views
    • 
    • BPickerCPA
    • March 16, 2000

19. Annuity valuation & RMD's

    By Guest jppcpa, February 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 14, 2006

20. Another "who is the beneficiary?”

    By Guest AFRICA6796, December 28, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • December 28, 2001

21. Another Conversion/Recharacterization Question

    By Guest MSDalt, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • jane123
    • January 29, 2009

22. Another excess Roth contribution question

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

23. Another inherited mess - Loans in an IRA account

    By Guest RJM, April 11, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • April 12, 2002

24. another newbie! please help!

    By Guest angie8179, December 30, 2004
    • 16 replies
    • 2.7k views
    • 
    • GBurns
    • January 2, 2005

25. Another question about taxes due on Roth conversion

    By Guest bobg, April 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 6, 1999

26. another real estate investment question

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

27. Another Roth Recharacterization

    By Bruce Steiner, August 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Bruce Steiner
    • August 2, 1999

28. any advice on investing in the S&P 500?

    By Guest wanahave$, May 20, 2004
    • 2 replies
    • 1.7k views
    • 
    • John G
    • May 21, 2004

29. Any benefits to converting a 401(k) to an IRA?

    By Guest Lyric, March 29, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 1999

30. 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

31. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J 1 2

    By Guest MTL-CPA, December 7, 1999
    • 50 replies
    • 7.4k views
    • 
    • Guest
    • December 30, 1999

32. Any downside to designating a spouse as primary beneficiary and childr

    By John G, January 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • February 3, 2001

33. Any Forms to IRA for Roth Contribution..

    By Guest ViralShah, February 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

34. Any good companies to suggest for Roth IRA?

    By Guest shaselai, January 2, 2007
    • 11 replies
    • 3.3k views
    • 
    • John G
    • January 4, 2007

35. Any Good Mutual Fund Ideas?

    By Guest bigz67, December 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • dh003i
    • December 4, 2003

36. 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
    • 
    • Guest
    • December 24, 1998

37. Anyone know much about TRPrice Roth-the $50 monthly debit one? Info pl

    By Guest tomeki28, February 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 25, 2002

38. Application of IRC 408(g)

    By J2D2, December 20, 2011
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • December 20, 2011

39. are ira distributions earned income?

    By Guest rmb, December 10, 1998
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • December 10, 1998

40. 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

41. are IRA's subject to creditors?

    By Lori H, May 10, 2007
    • 11 replies
    • 9.7k views
    • 
    • mbozek
    • September 9, 2009

42. Are RMDs due for the year of death?

    By Alan Simpson, February 14, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 14, 2003

43. Are Roth contributions allowed with another retirement plan?

    By Guest JHardy, January 26, 2000
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • January 26, 2000

44. Are Roth Distributions Repayable?

    By Guest JohnC, December 4, 1998
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 6, 1998

45. Are Roth distributions subject to 10% penalty if you are not 59 1/2?

    By JAMES PATRICK, November 19, 2000
    • 5 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • November 21, 2000

46. Are Roth IRA's protected from creditors

    By Guest Servatius, October 8, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 11, 1999

47. Are SEP-IRAs and ROTH IRAs considered "pensions"?

    By Guest pineapple1, May 7, 2005
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • May 8, 2005

48. Are Taxes Withheld From A Roth Conversion Considered A Penalty Distrib

    By Guest irr7342, January 23, 2001
    • 3 replies
    • 4.3k views
    • 
    • BPickerCPA
    • January 25, 2001

49. Are their cost or commissions for trading stocks inside a ROTH

    By Guest fatboyslim1, July 14, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • July 30, 2005

50. are they ANY guarantees?

    By Guest alk1, April 1, 1999
    • 3 replies
    • 1.8k views
    • 
    • John G
    • April 1, 1999