IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA's under proposed RMD regulations

   By Retired, but still reading, March 18, 2022
   • 1 reply
   • 914 views
   • 
   • Retired, but still reading
   • March 19, 2022

2. Roth Ira/nondeductible IRA

   By Guest mkelly, June 3, 2002
   • 1 reply
   • 1.5k views
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   • Guest
   • June 3, 2002

3. Roth IRAs

   By Guest Stiggy, April 30, 2002
   • 12 replies
   • 2k views
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   • Guest
   • May 4, 2002

4. Roth IRAs and non-US investors

   By Guest Ric310, April 2, 2005
   • 5 replies
   • 1.7k views
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   • Guest
   • April 7, 2005

5. ROTH IRAs and Prohibited Transactions

   By Guest weston, February 21, 2003
   • 7 replies
   • 4.2k views
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   • mbozek
   • February 24, 2003

6. Roth IRAs and SEP IRAs

   By Guest patdools, April 3, 2002
   • 1 reply
   • 1.4k views
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   • Appleby
   • April 4, 2002

7. Roth IRAs and testing periods

   By Guest needs help, April 20, 2009
   • 0 replies
   • 1.2k views
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   • Guest
   • April 20, 2009

8. Roth IRAs for college education vs. 529 plans, Educational IRAs

   By Guest logman, March 17, 2002
   • 9 replies
   • 2.5k views
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   • Appleby
   • March 27, 2002

9. Roth IRAs Hardship rule for withdrawing contributions

   By Guest creech2000, January 25, 2001
   • 3 replies
   • 1.6k views
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   • BPickerCPA
   • January 28, 2001

10. Roth IRAs--IRS Admits Rules were incorrect

    By Guest Christine, May 27, 1999
    • 4 replies
    • 1.4k views
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    • BPickerCPA
    • May 27, 1999

11. Roth IRAs, 403b's, etc...

    By Guest sethwm, October 29, 2002
    • 1 reply
    • 1.5k views
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    • John G
    • October 29, 2002

12. Roth is doing great

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

13. Roth Losses: Dual Basis (for AMT) & misc. itemized deduction

    By Guest Richard Plant, March 5, 2002
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • March 6, 2002

14. Roth Maximum Contribution - Non-Working Spouse

    By Guest golfsd, April 26, 2000
    • 1 reply
    • 1.5k views
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    • Michael Devault
    • April 26, 2000

15. Roth Prior-Yr cont made after filing '98 return

    By Guest Rick, April 22, 1999
    • 6 replies
    • 1.4k views
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    • Kathy
    • May 7, 1999

16. Roth qualifications based on earn income and stock income

    By Guest andrewg, March 30, 2000
    • 7 replies
    • 1.5k views
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    • BPickerCPA
    • April 1, 2000

17. Roth qualified 1rst time home distribution

    By Guest JGREG, July 26, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 26, 2004

18. Roth Question

    By bzorc, April 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 7, 2014

19. Roth recharacertization followed by another conversion & caretaker error

    By Guest rrmiller, February 13, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2009

20. roth recharachterzation

    By Guest steve1234, October 28, 2002
    • 1 reply
    • 1k views
    • 
    • BPickerCPA
    • October 30, 2002

21. ROTH Recharacterization

    By Guest ginag, March 20, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • March 21, 2002

22. Roth Recharacterization

    By Guest ivyngcobb, May 3, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2002

23. Roth recharacterization - calculating taxable portion

    By Guest Mallo, March 18, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • March 31, 1999

24. Roth recharacterization back to IRA

    By Cathy from Chicago, April 4, 2003
    • 2 replies
    • 1.5k views
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    • Cathy from Chicago
    • April 4, 2003

25. Roth Recharacterization back to qualified plan

    By Guest kprhok, January 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2010

26. Roth recharacterization by executor

    By Guest PaulW, November 3, 1999
    • 4 replies
    • 1.7k views
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    • John G
    • November 5, 1999

27. Roth Recharacterization question

    By bzorc, March 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 23, 2001

28. Roth Recharacterization Question.

    By Guest Mike C, July 31, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 4, 1999

29. Roth recharacterizations: still confused

    By Guest mlgordon, January 7, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 7, 1999

30. Roth recharicterized to SEP-IRA

    By Guest Steve Palmer, October 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 12, 2004

31. Roth Reconversion?

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

32. Roth Redemptions Prior to Five Years

    By Guest mbaker, December 1, 1998
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 1, 1998

33. Roth retirement IRA for college expenses

    By Guest bigkylewhite, February 27, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 27, 2005

34. Roth return of contributions and IRS reporting forms

    By Guest chuck owen, May 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • John G
    • May 8, 2001

35. Roth right for me?

    By Guest Boris, April 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2006

36. Roth Roll Over

    By Guest valerie4975, February 12, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 14, 2005

37. Roth Rollover

    By Guest TCD1, March 22, 2006
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • March 26, 2006

38. ROTH start up question(s)

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

39. Roth Tax Question

    By Guest ESH22, January 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 3, 2000

40. Roth to 529 without penalties?

    By Guest mku, October 17, 2006
    • 3 replies
    • 1.4k views
    • 
    • John G
    • October 19, 2006

41. Roth to Traditional conversion not completed for 1998

    By Guest Robert in Ohio, March 21, 2000
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • March 21, 2000

42. Roth to Traditional IRA

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

43. ROTH TRANSFERS WITHIN SAME FUND COMPANY

    By Guest robyn, March 21, 2000
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • March 21, 2000

44. ROTH vs IRA

    By Guest bikermama, March 14, 2008
    • 5 replies
    • 2.2k views
    • 
    • John G
    • March 16, 2008

45. Roth Withdrawal

    By Guest aac0411, April 9, 2003
    • 1 reply
    • 1k views
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    • Appleby
    • April 13, 2003

46. Roth withdrawal after 2010 conversion

    By Jim Norman, April 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Norman
    • April 14, 2011

47. Roth-IRA MAGI Limit Question and Strategy

    By Guest fsutaylor31, October 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • dh003i
    • October 27, 2004

48. Roth, daytrading, and Taxes

    By Guest ToddWebb, March 24, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • March 24, 2000

49. Roth, LSA and RSA question

    By Guest splash2mel, May 22, 2003
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • May 22, 2003

50. Roth/401K/IRA

    By Guest Quoinintl, April 16, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 16, 2002