IRAs and Roth IRAs

3,120 topics in this forum

1. Recharacterization of this year's contribution

   By Guest ken roberts, December 10, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • December 10, 1999

2. where to get the best roth ira

   By Guest MELANIE C, March 20, 1999
   • 2 replies
   • 1.3k views
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   • John G
   • March 22, 1999

3. Repayment of Roth IRAs

   By Ian, May 13, 2020
   • 4 replies
   • 1.3k views
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   • spiritrider
   • May 15, 2020

4. Roth Investment Alternative (Discounted Notes?)

   By Guest Dave38Ca, July 17, 2001
   • 1 reply
   • 1.3k views
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   • John G
   • July 17, 2001

5. Minor ROTH IRAs

   By Guest Denise Murphy, September 1, 1999
   • 1 reply
   • 1.3k views
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   • BPickerCPA
   • September 2, 1999

6. Spouse not working and IRA Contribution

   By Guest jeepnsam, April 13, 2014
   • 5 replies
   • 1.3k views
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   • John G
   • May 12, 2014

7. qualified plan to ROTH...

   By K-t-F, June 10, 2004
   • 2 replies
   • 1.3k views
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   • Appleby
   • June 10, 2004

8. Form 990T

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

9. Accidental Excess for TAX 1999

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

10. Roth distribution question

    By Guest KenShiiro, April 14, 2007
    • 1 reply
    • 1.3k views
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    • Appleby
    • April 14, 2007

11. UBTI and Alternative Minimum Tax

    By Guest Carrie Dover, July 28, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • July 28, 2009

12. Yr 2000 Roth contribution date

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

13. 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

14. Roth Conversion - State income taxes

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

15. 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
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    • BPickerCPA
    • January 13, 2000

16. To convert to Roth or not - That is the question!

    By Guest kevingag, March 4, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 4, 2002

17. Transfer to a Roth IRA

    By rblum50, September 10, 2020
    • 3 replies
    • 1.3k views
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    • Bird
    • September 14, 2020

18. Turbo Tax is telling me that I have to withdraw my IRA - I have no idea why

    By Guest brooklynjoe, April 14, 2005
    • 3 replies
    • 1.3k views
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    • John G
    • April 14, 2005

19. IRA and rolling into a QP

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

20. loss of value

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

21. Process of setting up a RothIRA LLC

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

22. Ira

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

23. 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

24. Roth IRA- married filing separately

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

25. Help us newbie's out!

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

26. roth ira transfer and contribution possible mistake

    By Guest 5313173, February 25, 2003
    • 5 replies
    • 1.3k views
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    • John G
    • February 26, 2003

27. Distribution from an IRA

    By mjf624, April 26, 2016   

    • IRA Distribution
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 15, 2017

28. 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

29. 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

30. 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

31. Roth Reconversion?

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

32. Foreign earnrd income and Roth IRAs

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

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

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

34. Roth to Traditional IRA

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

35. Does the IRS allow an individual to open a Roth IRA commodity trading account?

    By Guest chrysalis, January 13, 2005
    • 2 replies
    • 1.3k views
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    • Demosthenes
    • January 13, 2005

36. Recharacterizing Conversion to a Roth

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

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

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

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

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

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

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

40. Investment Restrictions?

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

41. Both Roth and traditional IRA

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

42. What is MAGI? (not the 3 kings?)

    By Guest Sheila, December 12, 1998
    • 2 replies
    • 1.3k views
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    • Kathy
    • December 22, 1998

43. Help! Married, filing separately, two kids and a Roth

    By Guest glennchapin, September 5, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • September 5, 2000

44. Ineligible Transfer of Trad. IRA to Roth IRA

    By Guest Joycie1209, April 27, 2006
    • 1 reply
    • 1.3k views
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    • ERISAnut
    • April 27, 2006

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

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

46. Should I convert an IRA to Roth IRA ?

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

47. Income required for Roth contributions

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

48. 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
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    • Guest
    • March 27, 1999

49. Prohibited Transaction?

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

50. Dollar cost averaging or lump sum contributions?

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