IRAs and Roth IRAs

3,121 topics in this forum

1. Roth IRA's in '1999

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

2. Not sure which to use?

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

3. Roth Ira Contributions for Spouse

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

4. maximum Roth deferral & Roth IRA

   By Guest Sieve, November 24, 2009
   • 1 reply
   • 1.3k views
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   • MWeddell
   • November 24, 2009

5. Question about ROTH IRA contribution

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

6. Relationship of child's Roth conversion to parent

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

7. IRA to Roth -- When to pay Taxes

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

8. Roth fees

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

9. IRA or 401k

   By Guest jentran_67, December 18, 2006
   • 1 reply
   • 1.3k views
   • 
   • John G
   • December 18, 2006

10. After leaving a job, can I rollover a distribution from a qualified pl

    By Guest Brian D, January 15, 2000
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • January 16, 2000

11. FYI: Possible Roth Proposals

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

12. Purchasing Real estate in a Roth?

    By Guest cupcake, January 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 2001

13. 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

14. contributions

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

15. non-qualified distributions of contributions

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

16. Future Tax on Roth Ira

    By Guest Marcel, February 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 15, 1999

17. question on IRA/Roth conversion

    By Guest andrewg, August 16, 2002
    • 2 replies
    • 1.3k views
    • 
    • John G
    • August 17, 2002

18. SEP to IRA to Roth

    By Guest susan036, March 28, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 1999

19. pay retroactively into an IRA account?

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

20. 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

21. Rollver from 401k to SEPIRA

    By Guest mparker2028, December 29, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 29, 2005

22. Non-deductable contributions 6% penalty

    By Guest MICHAEL WESTRIVER, March 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 1999

23. should wife and i get a different roth?

    By Guest calluke, March 30, 2006
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 31, 2006

24. 403B and IRA RMD Catastrophe

    By Guest 401kguy, November 18, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 18, 2014

25. Distributions to a beneficiary's beneficiary.

    By katieinny, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • RTK
    • November 12, 2002

26. Investing in IRA . . .

    By Guest Arthur Miranda, October 29, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 30, 2001

27. Where can I find tax help for converting a traditional IRA to a Roth?

    By Guest BOOKEM DANO, February 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 11, 1999

28. IRA deduction

    By B21, April 24, 2013
    • 2 replies
    • 1.3k views
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    • B21
    • April 25, 2013

29. IRA non spouse beneficiary

    By ombskid, July 23, 2013
    • 2 replies
    • 1.3k views
    • 
    • ombskid
    • July 23, 2013

30. IRA minimum amounts changing?

    By Guest pawelek, March 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 13, 2001

31. rollover or start new roth

    By Guest crjax, August 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2002

32. IRAs and citizenship and retiring abroad

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

33. Trading within a Roth

    By Guest deathtaxesnoles, January 26, 2004
    • 4 replies
    • 1.3k views
    • 
    • John G
    • January 30, 2004

34. eligibility question

    By Guest bbennett, January 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • January 19, 2002

35. Transfering funds from a 401k plan to a Roth IRA

    By Guest K Heil, May 18, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • May 18, 2000

36. Traditional IRA & SEP IRA

    By Guest AJ Milano, April 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • April 16, 2003

37. I'm a newbie at Roth IRA's

    By Guest Jackie V, August 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • John G
    • August 22, 2004

38. IRA and debt

    By Guest lskin, July 7, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 7, 2006

39. Roth IRA Contributions

    By Guest seitmom, April 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 7, 2002

40. Req'd Est. tax payments 99,00,01

    By Guest lbspete, February 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 1999

41. Age 75 IRA owner named estate as beneficiary, is there a way his wife can roll it to her IRA?

    By RayJJohnsonJr, September 15, 2021
    • 11 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • September 18, 2021

42. Five Year Period required after Roth Conversion?

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

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

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

44. 1998 Recharacterization Question/problem

    By Guest Lee D, August 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 6, 1999

45. IRA - Investment in Employer LLC - Prohibited Transaction?

    By Guest Schecky, July 27, 2007
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 30, 2007

46. Disability

    By Guest taxsolutions, March 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 1999

47. Allowable Investment For A Roth Ira??

    By Guest cuznbruce1, December 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2001

48. Notice 2000-30

    By Guest CGoldberg, June 6, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 6, 2000

49. loss on conversion -- reporting requirements

    By Guest joedon, February 24, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 24, 2002

50. IRA contribution - qualified status, age limit

    By t.haley, December 17, 2015
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 17, 2015