IRAs and Roth IRAs

3,118 topics in this forum

1. 457 Rollover

   By Guest bruthee, January 25, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 25, 2002

2. Avoiding excise tax on excess IRA contributions

   By k man, March 12, 2008
   • 1 reply
   • 1.3k views
   • 
   • jevd
   • March 12, 2008

3. Repayment of Roth IRAs

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

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

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

5. Bush Signes Bill- IRA Contribution Increases etc

   By Guest AFRICA6796, June 7, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 7, 2001

6. 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
   • 
   • John G
   • April 14, 2005

7. RMDs

   By Felicia, January 19, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • January 19, 2007

8. Rules, Benefits and Downfalls For Using a Roth for Educational Funding

   By Guest CS Everett, May 1, 2001
   • 1 reply
   • 1.3k views
   • 
   • John G
   • May 1, 2001

9. Roth IRA Beneficiary Designation

   By Guest WesleyDHill, February 10, 2000
   • 1 reply
   • 1.3k views
   • 
   • John Olsen
   • February 11, 2000

10. Does anyone know what mortality tables are used to generate the life e

    By Guest cbffsa1, November 11, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 1999

11. Failed Roth Conversion

    By JAMES PATRICK, July 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 31, 2002

12. IRA Prohibited Transaction

    By Guest P A Weick, April 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 9, 2000

13. Not sure which to use?

    By Guest SnakPac, June 28, 2004
    • 6 replies
    • 1.3k views
    • 
    • dh003i
    • June 30, 2004

14. Duties of a closing trust department

    By Guest AEA, December 7, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 2000

15. Employer contributions to employee's Roth IRA

    By cpa2000, April 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 4, 2014

16. Inherited IRA/s

    By Guest nikomendy, December 12, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 12, 2001

17. Converting a traditional IRA that has lost value

    By Guest Ken L, April 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 18, 1999

18. Calculating Excess Roth Contributions???

    By Guest hyperd, March 5, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 5, 2000

19. Roth Contributions to Rollover Account

    By Guest dparker, August 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • August 2, 2001

20. roth ira.....socila security

    By Guest syrinx1976, May 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • May 19, 2002

21. IRA to Roth -- When to pay Taxes

    By Guest ndcook, December 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 21, 2001

22. Do you have to contribute all of your Roth IRA with the same instituti

    By Guest burr01, December 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 13, 2000

23. Who can make contributions?

    By Guest jeulowetz, February 17, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 18, 2000

24. Question about ROTH IRA contribution

    By Guest slash47, May 23, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 29, 2005

25. Distribution from an IRA

    By mjf624, April 26, 2016   

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

26. mechanics of converting to Roth IRA

    By Guest dr. z., September 1, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 2, 1999

27. contribution deadline SEP

    By k man, January 16, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 16, 2013

28. Recharacterization and Tax Ramificatinos

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

29. Can I convert this year's contributions in a traditional IRA to a Roth

    By Guest rpodiak, December 23, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 23, 1999

30. NYS and NYC taxes on the Roth

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 31, 1998

31. BASIS ADJUSTMENT ON DEATH OF ROTH IRA OWNER? CAN HEIR DEDUCT LOSS?

    By Guest TIM KURL, July 9, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 9, 2004

32. pay retroactively into an IRA account?

    By Guest andrewg, April 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 1, 2002

33. Ineligible Transfer of Trad. IRA to Roth IRA

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

34. Roth IRA's in '1999

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

35. IRS Changes instructions for 2003 1099R reporting of ROTH IRA Return of Excess contributions

    By jevd, December 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 8, 2003

36. non-qualified distributions of contributions

    By Guest john fitz, December 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 28, 2001

37. early withdrawal of a roth for home purchase

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2000

38. Rollover IRA

    By Guest Gracey, November 7, 2013
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • November 7, 2013

39. roth IRA conversion

    By Guest mrg, May 3, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • May 4, 2000

40. FYI: Possible Roth Proposals

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 1999

41. Roth fees

    By Guest _DEANO_, March 20, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 21, 2005

42. Is there any solution to returning a transfer made from IRA back to my Roth IRA ?

    By Guest tc1811, April 18, 2005
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2005

43. contributions

    By Guest pixiebeth, July 10, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 10, 2001

44. Roth IRA and a 401k

    By Guest hhi96, August 30, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • August 30, 2001

45. 401K -> IRA -> Roth IRA question (cross posted from 401k board)

    By Guest sudhirao, December 25, 2004
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • December 26, 2004

46. were to find info on a Roth IRA started two years ago

    By Guest jaubo, July 6, 2004
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 6, 2004

47. Roth Ira Contributions for Spouse

    By Guest gzwick26, January 16, 2007
    • 3 replies
    • 1.3k views
    • 
    • John G
    • January 19, 2007

48. Transfer to a Roth IRA

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

49. Relationship of child's Roth conversion to parent

    By Guest Sonny, March 25, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 26, 2000

50. IRAs and citizenship and retiring abroad

    By Guest mungbeans, April 7, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 7, 2014