IRAs and Roth IRAs

3,118 topics in this forum

1. Rotha IRA for 1999 capital gains

   By Guest barbra, September 13, 2000
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • September 14, 2000

2. Rothing and unrothing before Nov 1, 1998

   By Guest LydiaLerner, November 6, 1998
   • 1 reply
   • 2.2k views
   • 
   • Dawn Hafner
   • November 6, 1998

3. RothIRA

   By Guest vex45, August 25, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 25, 2001

4. RothIRA eligibility

   By Guest yelena, April 29, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • May 3, 2005

5. rules

   By Guest bbennett, January 22, 2002
   • 3 replies
   • 1.4k views
   • 
   • John G
   • January 23, 2002

6. 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

7. Rules on IRA Transfer

   By Guest star, March 19, 2005
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • March 22, 2005

8. Rules on Trusts as Beneficiaries

   By Tinman, April 4, 2007
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • April 7, 2007

9. 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

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 Sale of a security withdrawn from a Roth account.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

11. Sale of Stock in a Roth IRA

    By Guest BEKEDAM, December 12, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • December 13, 1999

12. Same Owner / Multiple IRA Advantages?

    By Guest AJ Milano, September 28, 1999
    • 8 replies
    • 2.2k views
    • 
    • BPickerCPA
    • October 31, 1999

13. Same year contribution and withdrawal (traditional IRA)

    By Guest Soma, November 22, 2008
    • 2 replies
    • 15.9k views
    • 
    • Guest
    • November 24, 2008

14. SAR-SEP Contribution Limit

    By Guest JimJ, May 9, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2002

15. SAR-SEP Eligibility, Testing & Vesting

    By Guest JimJ, May 13, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2002

16. Saver's credit AGI ; Rollover included?

    By Guest jd175, November 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 2002

17. Saving for a first home with a Roth IRA

    By Guest Darcy, June 21, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 2, 1999

18. Savings Bonds and Roth IRAs

    By Guest freshair, July 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • John G
    • July 11, 2007

19. Sch. C filer with Roth 401k deferrals, Roth IRA, in excess of Sch. C comp?

    By Belgarath, March 24, 2015
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • March 24, 2015

20. Scottrade and Roth IRA

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

21. Searching for an IRA service provider.... do you know of one?

    By Guest amfam2, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 7, 2001

22. Section 72(t) - Substantial Equal Periodic Payments

    By Guest John E McGrady III, April 16, 1999
    • 6 replies
    • 2k views
    • 
    • John Olsen
    • May 11, 1999

23. Section 72(t) Blues

    By Guest Hickory6, August 13, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2002

24. Securities Distribution from an IRA

    By bzorc, December 4, 2003
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

25. Seeking Advice

    By Guest SkHi, November 2, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 4, 2005

26. Seeking an IRA expert to assist with strategy/letter

    By Guest Jeff1, June 16, 2004
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2004

27. Seeking Clarification on Roth IRA Withdrawal

    By Guest wdb, September 14, 2004
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 14, 2004

28. Selecting a "Broker/Bank" to help open a ROTH IRA.

    By Guest syncmasterp, September 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • John G
    • September 26, 2000

29. Self dealing limitations on Roth IRA's

    By John G, April 18, 2000
    • 5 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • April 28, 2000

30. Self Directed IRA

    By Effen, January 18, 2011
    • 10 replies
    • 2.9k views
    • 
    • QDROphile
    • February 23, 2011

31. Self Directed IRA - purchased stock in C Corp

    By Spencer, April 30, 2015
    • 4 replies
    • 1.5k views
    • 
    • Spencer
    • May 12, 2015

32. Self Directed IRA and Private Lending

    By Guest Bobclp, October 9, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • February 2, 2002

33. Self directed IRA used to purchase Employer Stock.

    By katieinny, June 21, 2005
    • 4 replies
    • 1.9k views
    • 
    • WDIK
    • June 22, 2005

34. Self Directed Roth and Unrelated Buisness Income Tax

    By Guest TNpropertyinvestor, November 1, 2004
    • 7 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • November 13, 2004

35. Self-directed IRA / Prohibited Services to Plan Asset

    By KEM, February 15, 2022   

    • prohibited transaction
    • prohibited transaction?
    • (and 7 more)

      Tagged with:

      • prohibited transaction
      • prohibited transaction?
      • ira
      • iras
      • self-directed
      • self-directed iras
      • self directed ira
      • disqualified person
      • investment
    • 6 replies
    • 1.1k views
    • 
    • KEM
    • February 20, 2022

36. Self-directed IRA- 25% rule

    By B21, May 2, 2019
    • 1 reply
    • 951 views
    • 
    • Luke Bailey
    • May 2, 2019

37. Self-Directed ROTH IRA and Capital Gains Taxes

    By Guest Aspenman, March 31, 2004
    • 5 replies
    • 2.4k views
    • 
    • John G
    • April 1, 2004

38. Self-Directed ROTH IRA LLC - A Quandry

    By Guest Jim1Best, December 21, 2007
    • 14 replies
    • 5.4k views
    • 
    • John G
    • December 27, 2007

39. Self-Directed Roth IRA Valuation

    By Guest walter3ca, January 12, 2009
    • 1 reply
    • 1.6k views
    • 
    • John G
    • January 13, 2009

40. self-employed quarterly tax payments

    By Guest Norma, December 8, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1998

41. Self-Employed Roth?

    By Guest Geri Patrick, January 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 10, 2000

42. Self-employment loss- W-2 wages- IRA contribution?

    By Guest Shelton, April 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • papogi
    • April 12, 2002

43. Self-imposed limits on ROTH contributions & 2 ROTHs for Married Couple?

    By Guest BobT, March 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • March 30, 2004

44. Sell of Real Estate

    By Archimage, March 8, 2004
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • March 8, 2004

45. Sell stock in IRA and then convert to Roth

    By Guest Jennif102, December 2, 2007
    • 4 replies
    • 5.1k views
    • 
    • John G
    • December 5, 2007

46. Sell taxable investments to fund Roth IRA?

    By Guest ctfudge07, November 12, 2007
    • 13 replies
    • 22.1k views
    • 
    • John G
    • April 16, 2010

47. Selling stock using Roth IRA/capital gains?

    By Guest Scott_M, February 24, 2002
    • 1 reply
    • 2.6k views
    • 
    • Mike Preston
    • February 25, 2002

48. Selling stocks and placing $ in Roth IRA

    By Guest calluke, February 21, 2007
    • 6 replies
    • 6k views
    • 
    • Guest
    • February 27, 2007

49. Sep contribution and 5498

    By Guest Admin, October 15, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 15, 2001

50. SEP IRA -- Two Spouses

    By Sydney, June 10, 2017
    • 6 replies
    • 2.9k views
    • 
    • Sydney
    • June 15, 2017