IRAs and Roth IRAs

3,118 topics in this forum

1. What funds to include in converting from IRA to Roth

   By Guest eunice, November 19, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • November 19, 2000

2. Looking for Explanation of Roth Conversion Tax Penalty.

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

3. IRA and rolling into a QP

   By K-t-F, April 8, 2005
   • 3 replies
   • 1.3k views
   • 
   • mbozek
   • April 8, 2005

4. Yr 2000 Roth contribution date

   By Guest littlbilly, October 26, 1999
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • October 26, 1999

5. Ira

   By Guest JFBEARB, May 24, 2002
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • May 24, 2002

6. ROTH start up question(s)

   By Guest Allrager, September 12, 2005
   • 1 reply
   • 1.3k views
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   • John G
   • September 13, 2005

7. Recharacterizing Conversion to a Roth

   By Guest NPMaxwell, March 25, 2002
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • March 25, 2002

8. State Tax on Roth Conversion

   By Guest paul t, February 21, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • February 21, 1999

9. Process of setting up a RothIRA LLC

   By Guest JBinKC, July 30, 2005
   • 2 replies
   • 1.3k views
   • 
   • QDROphile
   • September 7, 2005

10. Accidental Excess for TAX 1999

    By Guest mmmcmar, September 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 20, 2000

11. Opening a Roth IRA

    By Guest Barbie, August 15, 1999
    • 1 reply
    • 1.3k views
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    • John G
    • August 16, 1999

12. AVOID MALPRACTICE! EXTEND DUE DATE OF RETURN IN SUBSEQUENT YEAR OF CON

    By Guest DAVETAX, March 10, 1999
    • 3 replies
    • 1.3k views
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    • Kathy
    • March 11, 1999

13. Roth to Traditional IRA

    By Guest Jim Payne, January 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • BPickerCPA
    • January 11, 2002

14. Both Roth and traditional IRA

    By Guest tgille, October 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 5, 2005

15. Help us newbie's out!

    By Guest iplay72, April 7, 2005
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 8, 2005

16. loss of value

    By Guest gonebust, December 30, 2002
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • December 31, 2002

17. Roth Conversion - State income taxes

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

18. 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

19. Roth Reconversion?

    By Guest CASlayden, August 16, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999

20. Rules for dipping into IRAs for down payment on a house.

    By Guest Lyric, May 4, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2002

21. Removing contribution from Roth IRA due to lack of eligibility: when a

    By Guest Alexander, July 3, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 10, 1999

22. can i covert a traditional IRA to a pre-existing contributory Roth IRA

    By Guest oj b, January 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 13, 2000

23. Scottrade and Roth IRA

    By Guest enigmaaaaa, December 11, 2004
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 12, 2004

24. Can Contributions Continue To SIMPLE IRA If Spouse Sponsors 401(k)?

    By mming, December 23, 2020
    • 9 replies
    • 1.3k views
    • 
    • mming
    • December 28, 2020

25. Mutual Fund Co error from 1998 that they won't fix!!!

    By Guest swilsonw, July 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 5, 2000

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

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

27. How can you avoid the 6% penalty on Non-Deductable Contributions to an

    By Guest MICHAEL WESTRIVER, March 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 1999

28. Should I convert an IRA to Roth IRA ?

    By Guest Mae, April 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 15, 1999

29. Investment Restrictions?

    By Guest Money Seeker, January 17, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 17, 2008

30. RMD for Prior Year and Account Owner Deceased

    By David Olive, March 22, 2023
    • 3 replies
    • 1.3k views
    • 
    • EBP
    • March 23, 2023

31. Roth IRA- married filing separately

    By Guest cyelkovan, September 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 16, 2001

32. TAX PROBLEMS ARISING WHEN SURVIVING SPOUSE BECOMES SOLE OWNER AND BENE

    By Guest d wade, October 8, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • October 10, 1999

33. roth ira conversion with 150,000 agi

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

34. Sale of a security withdrawn from a Roth account.

    By Guest Century Man, February 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • February 26, 2002

35. Prohibited Transaction?

    By chris, January 14, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • January 30, 2000

36. Treatment of contribution rolled into a Roth IRA

    By Guest P A Weick, April 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 29, 1999

37. IRA distribution - Income tax deduction

    By Guest db9n, March 27, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 27, 2002

38. Income required for Roth contributions

    By Guest Bob Owens, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 3, 2001

39. Married Filing Separately

    By Guest BSR, July 25, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 26, 2001

40. Non-spouse beneficiary of Roth IRA

    By joel, August 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • August 18, 2014

41. Dollar cost averaging or lump sum contributions?

    By Guest K Johns, April 12, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • April 12, 1999

42. Getting real estate out of an IRA

    By bdeancpa, August 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • August 18, 2005

43. Which is best for a YOUNG investor, Roth IRA, or IRA?

    By Guest Goodnews, June 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 19, 1999

44. Changing Roth back to traditional IRA

    By Guest Venkatagiri, April 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 7, 2000

45. Roth Contributions

    By Guest mstrass1, April 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • papogi
    • April 15, 2002

46. roth ira and ira

    By Guest josh9469, June 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • June 21, 2002

47. Can my Roth IRA be a member of an LLC?

    By Guest tarkin79, March 6, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 6, 2002

48. conversion to roth ira now for 2001

    By Guest ellen20, February 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • February 21, 2002

49. Transfers from trusts outside the US

    By Guest CGoldberg, January 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 21, 2000

50. Foreign earnrd income and Roth IRAs

    By Guest REMCPA, January 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 1999