IRAs and Roth IRAs

3,120 topics in this forum

1. IN LAYMANS TERMS, JUST WHERE AND HOW DO YOU GO ABOUT SETTING UP AN ROTH IRA ?

   By Guest FATHER MURPHY, July 9, 2005
   • 5 replies
   • 3.8k views
   • 
   • BeckyMiller
   • September 1, 2005

2. 72 t and IRS 120% of fed mid term rate

   By Guest DDDlump, April 7, 2003
   • 4 replies
   • 3.7k views
   • 
   • Mike Preston
   • April 8, 2003

3. Help! Can I use my IRA to invest in my employer's IPO?

   By Guest Richard Bellamy, July 19, 2004
   • 9 replies
   • 3.7k views
   • 
   • John G
   • July 23, 2004

4. What are Kids eligibility for ROTH IRA?

   By Guest gchung, July 10, 2002
   • 11 replies
   • 3.7k views
   • 
   • Guest
   • July 22, 2002

5. can i buy pink sheet stocks in a roth?

   By Guest ethannyc1, January 24, 2006
   • 3 replies
   • 3.7k views
   • 
   • John G
   • January 24, 2006

6. Roth IRA Questions - (new member here)

   By Guest MackSt.Louis, November 4, 2005
   • 4 replies
   • 3.7k views
   • 
   • John G
   • December 5, 2005

7. Transfer from AG Edwards to Vanguard

   By Guest CraigHa, December 25, 2006
   • 4 replies
   • 3.7k views
   • 
   • John G
   • January 3, 2007

8. SIMPLE IRA - non-elective contribution and match

   By eilano, September 5, 2003
   • 7 replies
   • 3.7k views
   • 
   • WDIK
   • September 5, 2003

9. ROTH IRA Excess Contributions and Associated Earnings

   By Guest freeness, May 19, 2008
   • 10 replies
   • 3.7k views
   • 
   • Appleby
   • May 21, 2008

10. Waiver of 50% Excise Tax for RMD Failure

    By Guest Dash02, February 7, 2006
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • February 10, 2006

11. Can substantially equal payments be larger?

    By Guest Jeff Salisbury, December 5, 1999
    • 27 replies
    • 3.6k views
    • 
    • Dave Baker
    • December 16, 1999

12. unqualified Roth IRA contributions

    By Guest swamp100, April 3, 2006
    • 5 replies
    • 3.6k views
    • 
    • txdd
    • April 19, 2006

13. Roth IRA contributions

    By Guest nesby, December 11, 2003
    • 1 reply
    • 3.6k views
    • 
    • Michael Devault
    • December 12, 2003

14. Getting an IRA back from a state's Office of Unclaimed or Abandoned Property

    By Guest frisk455, September 23, 2003
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • October 2, 2003

15. Real Estate

    By Archimage, March 1, 2004
    • 14 replies
    • 3.6k views
    • 
    • Lame Duck
    • March 4, 2004

16. Max Contributions to 401(k), IRA, Roth IRA?

    By Guest maf, May 6, 2005
    • 7 replies
    • 3.6k views
    • 
    • John G
    • May 10, 2005

17. Bizarre IRA Investment

    By dmwe, September 23, 2010
    • 19 replies
    • 3.6k views
    • 
    • Guest
    • October 2, 2010

18. PLR 200450057

    By Belgarath, December 14, 2004
    • 15 replies
    • 3.6k views
    • 
    • mbozek
    • December 17, 2004

19. Any good companies to suggest for Roth IRA?

    By Guest shaselai, January 2, 2007
    • 11 replies
    • 3.6k views
    • 
    • John G
    • January 4, 2007

20. IRA Valuation of Bad Investment for RMD

    By Locust, July 24, 2006
    • 10 replies
    • 3.6k views
    • 
    • John G
    • July 27, 2006

21. IRA $$ Stolen

    By J Simmons, May 9, 2024
    • 4 replies
    • 3.6k views
    • 
    • Luke Bailey
    • May 11, 2024

22. No beneficiary designation

    By Guest WilliamWells, February 5, 2008
    • 7 replies
    • 3.5k views
    • 
    • masteff
    • February 13, 2008

23. Roth IRA (is 9% realistic)

    By Guest runninlate, April 8, 2006
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • April 10, 2006

24. Inherited IRA and escheatment

    By BruceM, March 10, 2022
    • 12 replies
    • 3.5k views
    • 
    • ACK
    • March 23, 2022

25. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar, April 10, 1999
    • 4 replies
    • 3.5k views
    • 
    • BPickerCPA
    • June 13, 1999

26. IRA as C-corp investor?

    By lexi, February 27, 2007
    • 5 replies
    • 3.5k views
    • 
    • lexi
    • March 5, 2007

27. Transfer Tax Consequences of Irrevocable Beni Designation

    By Christine Roberts, May 31, 2000
    • 6 replies
    • 3.5k views
    • 
    • John Olsen
    • June 2, 2000

28. IRA contributions from executor fees

    By Theresa Lynn, January 8, 2004
    • 1 reply
    • 3.5k views
    • 
    • JAMES PATRICK
    • January 9, 2004

29. Help with Simple IRA plan- Employer sold business

    By MaryM, April 22, 2015   

    • Simple Plan
    • 4 replies
    • 3.5k views
    • 
    • MaryM
    • April 23, 2015

30. Trust as Beneficiary to Marital Trust

    By Guest JBird3955, September 4, 2008
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • September 8, 2008

31. IRS Rev Ruling on Disclaimers and IRAs. Rev Ruling 2005-36

    By jevd, June 28, 2005
    • 1 reply
    • 3.5k views
    • 
    • jevd
    • June 29, 2005

32. Ending 72(t) Withdrawals

    By Guest John Prizer, March 15, 2012
    • 4 replies
    • 3.5k views
    • 
    • Bird
    • March 16, 2012

33. Direct Rollover to ROTH IRA

    By Guest Golden Girl, April 29, 2009
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • August 23, 2010

34. From ESOP to IRA?

    By Guest daole, December 24, 2004
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 24, 2004

35. Death benefit Rollover

    By Guest mark824, February 24, 2010
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • February 25, 2010

36. MRD From IRA made in-kind?

    By bzorc, August 27, 2001
    • 6 replies
    • 3.5k views
    • 
    • John G
    • September 1, 2001

37. MPP / PSP to a SEP IRA

    By Guest irr7342, December 10, 2002
    • 1 reply
    • 3.4k views
    • 
    • Appleby
    • December 10, 2002

38. rollover of Roth to 401(k)

    By k man, June 2, 2003
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • July 30, 2003

39. Roth in Bypass Trust

    By Guest DAW, October 6, 2004
    • 10 replies
    • 3.4k views
    • 
    • mbozek
    • October 22, 2004

40. Problems with IRA custodians/trustees with beneficiary designations

    By Bruce Steiner, May 25, 1999
    • 6 replies
    • 3.4k views
    • 
    • Bruce Steiner
    • May 30, 1999

41. ROTH IRA ?'s (NEWBIE INVESTOR)

    By Guest jkriv03, February 3, 2006
    • 14 replies
    • 3.4k views
    • 
    • John G
    • February 9, 2006

42. Where to invest a roth IRA?

    By david rigby, October 22, 2004
    • 17 replies
    • 3.4k views
    • 
    • John G
    • November 22, 2004

43. another real estate investment question

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

44. Roth IRA contributions withdrawal

    By Guest channel121, September 27, 2005
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • October 11, 2005

45. Roth already started, now make too much; What to do?

    By Guest nichoju80, March 19, 2008
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • March 24, 2008

46. IRA, RMD - account valuation

    By t.haley, November 28, 2012
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • January 4, 2013

47. Determining the Fair Market Value on Annuity Contracts

    By Guest Frankie, October 16, 2002
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • October 16, 2002

48. IRA investment in real estate

    By Guest SCUDDESLER, December 9, 2003
    • 4 replies
    • 3.4k views
    • 
    • mbozek
    • December 10, 2003

49. IRA - investing in my own company

    By Guest irenes, May 29, 2001
    • 3 replies
    • 3.4k views
    • 
    • Steve72
    • May 30, 2001

50. IRA and beneficiary designation

    By Guest eazycool, December 10, 2004
    • 6 replies
    • 3.4k views
    • 
    • mbozek
    • December 28, 2004