IRAs and Roth IRAs

3,118 topics in this forum

1. Rollover of spouse's IRA after RBD

   By nancy, December 3, 1999
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • December 5, 1999

2. Recharacterization and Tax Ramificatinos

   By Guest jland, April 2, 2008
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • April 4, 2008

3. Earned income Vs. Adjusted Gross Income in determining Roth contributi

   By Guest AlanKwiatkowski, March 11, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 11, 1999

4. Selling stock using Roth IRA/capital gains?

   By Guest Scott_M, February 24, 2002
   • 1 reply
   • 2.6k views
   • 
   • Mike Preston
   • February 25, 2002

5. Roth IRA MAGI limitation

   By Guest alyson, March 11, 1999
   • 1 reply
   • 1.4k views
   • 
   • Kathy
   • March 11, 1999

6. post-death IRA required minimum distributions

   By Guest Pat Metallic, November 28, 2001
   • 1 reply
   • 1.6k views
   • 
   • Appleby
   • November 28, 2001

7. IRA RMDs after death

   By Guest stacy1, August 16, 2002
   • 1 reply
   • 1.5k views
   • 
   • JAMES PATRICK
   • August 16, 2002

8. Executrix of Surviving Spouse's Estate Not Entitled to Designate Herse

   By Guest IRA SPECIALIST, July 3, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • July 3, 2001

9. Roth Conversion - State income taxes

   By Guest Sheepdog, March 13, 1999
   • 1 reply
   • 1.3k views
   • 
   • John G
   • March 14, 1999

10. AGI too high for Roth contribution

    By Guest Mary Ann, January 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • January 15, 2001

11. IRA in 1982

    By Guest Zeljka Saric, February 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • February 22, 2001

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

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

13. Would I pay the same amount in taxes to convert to Roth?

    By Guest ctfudge07, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 17, 2007

14. Employee-Stock Purchase and Roth IRA

    By Guest Diana, March 14, 1999
    • 1 reply
    • 2.2k views
    • 
    • John G
    • March 14, 1999

15. roth ira conversion with 150,000 agi

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

16. Question about titling

    By Guest dmocs, November 28, 2001
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • November 30, 2001

17. Roth is doing great

    By Guest misstifyd, January 7, 2006
    • 1 reply
    • 1.9k views
    • 
    • John G
    • January 9, 2006

18. To John G..........

    By Guest chris g, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 26, 2001

19. Nondeductible IRA Catch-up contributions????

    By Guest kriggins, May 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • May 29, 2002

20. Roth IRA distribution problem

    By Guest Waynem, March 12, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 17, 1999

21. IRA or 401k

    By Guest jentran_67, December 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 18, 2006

22. Taxes on Roth Conversion

    By Guest GeorgeB, March 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 17, 1999

23. Will conversion to Roth satisfy age 70 1/2 RMD for that year?

    By Guest Steve Hample, December 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • BPickerCPA
    • December 15, 1999

24. IRS Spousal Beneficiary Options (Again)

    By Guest ptpnthr, March 2, 2004
    • 1 reply
    • 2k views
    • 
    • mbozek
    • March 3, 2004

25. Conversion of Regular IRA to Roth IRA

    By Guest rumple1130, January 8, 2006
    • 1 reply
    • 1.8k views
    • 
    • John G
    • January 9, 2006

26. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 26, 2007

27. IRA protection

    By 52626, March 3, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 4, 2015

28. MAGI for married couple

    By Guest jsp123, March 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 17, 1999

29. New Roth

    By Guest DBFROMNVA, March 8, 2003
    • 1 reply
    • 1k views
    • 
    • John G
    • March 9, 2003

30. Total Distribution of 401k... 2004. Excess contribution, then rolled in 2005.Corrective action?

    By Guest ucrazy51, April 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 19, 2005

31. Determining Income that qualifies for ROTH IRA contribution

    By Guest Larry S, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 17, 1999

32. I'm new to this forum...

    By Guest thelynx, November 17, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • November 17, 2004

33. 401k to Roth IRA rollover

    By Guest fenway4ever, January 24, 2005
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • January 24, 2005

34. Form 990T

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

35. Using a series of partial Roth Conversions to stay within low marginal

    By Guest WFMinter, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 17, 1999

36. Load Versus No Load

    By Guest wobber, April 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 14, 2003

37. Can IRA or Roth IRA be place in a Government I bonds

    By Guest muckmail, February 5, 2006
    • 1 reply
    • 1.7k views
    • 
    • John G
    • February 6, 2006

38. Dissolution of Roth

    By Randy Watson, December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • December 11, 2008

39. Following up on my first question - if short term gains count towards

    By John G, December 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 17, 1999

40. Time Period for Making Salary Reduction Contributions to a SIMPLE

    By TD, July 13, 2023
    • 1 reply
    • 1k views
    • 
    • Tom Veal
    • July 13, 2023

41. What exactly is pentalized and/or taxed ?

    By Guest Terry Shaw, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 9, 2001

42. Using my Roth IRA to pay student loans

    By Guest sherylm07, January 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 10, 2002

43. Prohibited Transaction Analysis

    By Guest ERISA_kid, December 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 31, 2004

44. regular brokerage account-->roth?

    By Guest carrrottt09, January 8, 2006
    • 1 reply
    • 1.7k views
    • 
    • John G
    • January 9, 2006

45. Additional Roth IRa

    By Guest Woolley1, April 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 25, 2006

46. Payroll Deduction Roth IRA's

    By Guest GDC CFP, December 15, 1999
    • 1 reply
    • 1.7k views
    • 
    • John G
    • December 18, 1999

47. Small Roth IRA looking to get out

    By Guest Brian Nuffer, March 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 17, 2004

48. What do I do on excees amount on ROTH IRA.

    By Guest chandra patel, March 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • March 20, 1999

49. Roth IRA Withdrawal

    By Guest cadiprima, July 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 4, 2001

50. Put Too Much Money In Roth Ira

    By Guest jmndn, January 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 28, 2002