IRAs and Roth IRAs

3,118 topics in this forum

1. Conversion and contribution in same year - allowed?

   By Michael Devault, March 17, 2000
   • 2 replies
   • 2.1k views
   • 
   • John G
   • March 17, 2000

2. What if we exceed the AGI amount?

   By Guest lisa9wong, March 17, 2000
   • 4 replies
   • 1.5k views
   • 
   • John G
   • March 17, 2000

3. roth ira contributions

   By Guest glpiroll, March 17, 2000
   • 1 reply
   • 1.4k views
   • 
   • Michael Devault
   • March 17, 2000

4. IRA early withdrawing without penality?

   By Guest Marion, March 16, 2000
   • 3 replies
   • 1.5k views
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   • Bruce Steiner
   • March 17, 2000

5. Charitable Remainder Trust as Beneficiary

   By Guest AJ Milano, March 16, 2000
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • March 17, 2000

6. Annuity to IRA - first time homebuyer downpayment

   By Guest kbeers, March 16, 2000
   • 1 reply
   • 3k views
   • 
   • BPickerCPA
   • March 16, 2000

7. 1999 Recharacterization of 1998 Roth conversion--How to file?

   By Guest SQuinn, March 15, 2000
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 16, 2000

8. Need addl. tax form for 1998 Roth IRA?

   By Guest Lonnie_parry, March 15, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • March 16, 2000

9. Tax Implications of a ROTH IRA Conversion

   By Guest Kingsley, March 14, 2000
   • 2 replies
   • 1.4k views
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   • Guest
   • March 15, 2000

10. Roth IRA vs. Education IRA

    By Guest KariJo, March 14, 2000
    • 3 replies
    • 1.4k views
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    • John G
    • March 15, 2000

11. roth ira and the children

    By Guest naidae1, March 14, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 14, 2000

12. Five Year Period required after Roth Conversion?

    By Guest Jeff Salisbury, March 14, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 14, 2000

13. Just discovered 1998 Roth conversion was not completed.

    By Guest Steve Palmer, March 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 14, 2000

14. IRA COnversion to Roth

    By Guest goodmans, March 10, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2000

15. Need Help to Correct A Conversion Error

    By Guest Jennie Y, March 12, 2000
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 12, 2000

16. Combining Roth IRA and Roth Conversion

    By Guest SteveS, February 29, 2000
    • 7 replies
    • 4.4k views
    • 
    • John G
    • March 10, 2000

17. 1999 Recharacterization of 1998 IRA Conversion

    By Guest robkol, March 9, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

18. Recharacterization of part of Roth IRA contributions?

    By Guest LaurieP, March 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • March 9, 2000

19. Penalty on early distribution

    By Guest tammyfranco, March 8, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2000

20. Eligibility for ROTH IRA

    By Guest Bokil, March 7, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 7, 2000

21. Minimum distributions from annuity contracts into a Roth.

    By Guest AD, March 4, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2000

22. FRUSTRATING-help! How about the basics???

    By Guest sarkey, February 22, 2000
    • 8 replies
    • 1.6k views
    • 
    • John G
    • March 6, 2000

23. Questions about Roth IRA's

    By Guest LisaRose, March 4, 2000
    • 3 replies
    • 1.2k views
    • 
    • John G
    • March 6, 2000

24. SEPP prior to age 45

    By Guest Malou, March 3, 2000
    • 2 replies
    • 1.3k views
    • 
    • Michael Devault
    • March 6, 2000

25. Excessive Roth contributions?

    By Guest Daniel Shedd, March 4, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • March 6, 2000

26. Calculating Excess Roth Contributions???

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

27. Questions about IRA conversion and 401K rollover

    By Guest JoeMac, March 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2000

28. Form 1099-R sent in error?

    By Guest Lonnie_parry, February 29, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • March 1, 2000

29. Transfer After-Tax Retirement Funds to Roth?

    By Guest Bill Buschmeier, February 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 1, 2000

30. One or Two accounts?

    By Guest Trill, February 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 29, 2000

31. Roth IRA redemption for 1st time home-buyer

    By Guest Bak, February 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 29, 2000

32. Minimum Deposit Required for ROTH

    By Guest Jamie R. Bingaman, February 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 28, 2000

33. Recharacterization of Roth Conversion

    By Bruce Steiner, February 27, 2000
    • 1 reply
    • 1.8k views
    • 
    • John G
    • February 27, 2000

34. too many IRA's

    By Guest maxx, February 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 27, 2000

35. Roth IRA versus Mutual Fund for College Exp.

    By Guest jbangs, February 25, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 27, 2000

36. Out of $ to pay tax installment due because of 98 conversion.

    By Guest tabrams, February 24, 2000
    • 2 replies
    • 1.3k views
    • 
    • John G
    • February 24, 2000

37. May a non-resident contribute to Roth IRA?

    By Guest Daniel2, February 22, 2000
    • 1 reply
    • 3.2k views
    • 
    • Michael Devault
    • February 22, 2000

38. IRA for Minors Overseas

    By Michael Devault, February 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 22, 2000

39. Do I report my Roth contributions on Form 8606?

    By Guest Karen Beegs, February 19, 2000
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • February 21, 2000

40. Undoing ROTH conversion

    By nancy, February 8, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

41. Incapacity of IRA Owner

    By Guest halka, February 17, 2000
    • 1 reply
    • 4k views
    • 
    • BPickerCPA
    • February 18, 2000

42. Who can make contributions?

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

43. Need help rolling retirement funds to roth

    By Guest Peter Truong, February 16, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2000

44. HELP!! I guess it is time for me to buy an IRA (Roth). Which do I buy

    By Guest Jeffrey M, February 15, 2000
    • 5 replies
    • 1.5k views
    • 
    • John G
    • February 17, 2000

45. Contributing to a Roth IRA from overseas earnings

    By Guest N. Whyte, February 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • February 17, 2000

46. Rollover from 401 to Roth

    By Guest, February 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 16, 2000

47. The Roth IRA 5 Year waiting period Start Date

    By Guest, February 11, 2000
    • 2 replies
    • 2.6k views
    • 
    • John G
    • February 12, 2000

48. Roth IRA Beneficiary Designation

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

49. Rollover of "in kind" distribution

    By Guest John Nelson, February 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 2000

50. Timing of Roth Contribution

    By Guest Richard VandenBrul, February 6, 2000
    • 5 replies
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 2000