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IRAs and Roth IRAs

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3,118 topics in this forum

  1. plan not allow bene take RMD over life.

    By Guest john cablet,
    • 4 replies
    • 1.4k views

  2. RMD Deadline

    By Guest Gregory,
    • 1 reply
    • 1.4k views

  3. Beneficiary wants to name a beneficiary for IRA

    By Guest Crystal,
    • 5 replies
    • 1.5k views

  4. Surviving spouse rollover

    By Guest Steve Palmer,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  5. Using Roth funds to buy into an IPO?

    By Guest jc7032,
    • 1 reply
    • 3.1k views

  6. Which reporting form?

    By Guest Paul McDonald,
    • 6 replies
    • 1.8k views

  7. withdrawing IRA proceeds through use of variable annuity

    By Guest john cablet,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  8. I overcontributed to my 1999 Roth and now I don't know how to report i

    By Guest Jon G,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  9. Prohibited Transaction?

    By chris,
    • 2 replies
    • 1.3k views

  10. Q on value of Trad IRA's on Form 8606

    By Guest skrambo,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  11. Difference between Recharacterizations and Conversions

    By Guest xsun88,
    • 3 replies
    • 2.9k views

  12. 401k to Traditional to Roth Taxes

    By Guest AWinOK,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  13. Reporting Roth Conversions/Recharacterizations

    By Guest McCarthy,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  14. Are Roth contributions allowed with another retirement plan?

    By Guest JHardy,
    • 1 reply
    • 1.2k views

  15. New IRA rules?

    By Michael Devault,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  16. Recharacterization window closed for good on 1998 conversions?

    By Guest Billy Clyde,
    • 2 replies
    • 1.2k views

  17. Tax implications for 1999 conversion to Roth

    By Guest lynnsmorada,
    • 1 reply
    • 1.4k views

  18. Transfers from trusts outside the US

    By Guest CGoldberg,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  19. Simple plans and annual deferrals. Is there any crossover to 401(k) a

    By Guest MartinANDs,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  20. Life Insurance Permissible IRA Investment?

    By JWK,
    • 4 replies
    • 2.5k views
    • JWK
    • JWK

  21. Benefit Valuation Date/Required Minimum Distribution

    By lkpittman,
    • 1 reply
    • 1.7k views

  22. What year was my Roth Conversion 1999 or 2000?

    By John G,
    • 2 replies
    • 1.4k views

  23. Roth and day trading

    By Guest Duane,
    • 1 reply
    • 1.3k views

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

    By Guest Brian D,
    • 1 reply
    • 1.3k views

  25. Trustee failed to convert IRA to Roth before year end as promised.

    By Guest dpatterson,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  26. Husband and wife's AGI together is about $180,000. Is this divided in

    By Guest casper,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  27. Husband's AGI is over $100,000, but wife has no income of her own. Do

    By Guest casper,
    • 1 reply
    • 1.4k views

  28. American Express Financial Advisors

    By Guest GoGreen,
    • 1 reply
    • 1.7k views

  29. Spouse fired...IRA still Deductible?

    By Guest robman,
    • 4 replies
    • 1.5k views

  30. can i covert a traditional IRA to a pre-existing contributory Roth IRA

    By Guest oj b,
    • 1 reply
    • 1.3k views

  31. Self-Employed Roth?

    By Guest Geri Patrick,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  32. Rollover Contribution to ROTH

    By Guest FET,
    • 8 replies
    • 1.5k views

  33. Roth Beneficiaries

    By Guest chasseur,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  34. New to investing seeking a bit of advise on Roth..

    By Guest mandoris,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  35. Contribution of appreciated stock

    By Guest Jerry E,
    • 1 reply
    • 1.5k views

  36. Can I undo a Roth IRA contribution if AGI turns out to exceed the limi

    By Guest bella,
    • 1 reply
    • 1.6k views

  37. If a person 10-year averages a distribution from a 401(k) plan in exce

    By Guest David Reardon,
    • 1 reply
    • 1.5k views

  38. Can a person file electronically if contributes to a ROTH IRA?

    By Cathy from Chicago,
    • 2 replies
    • 1.3k views

  39. Distributions to multiple beneficiaries of an IRA.

    By Guest Chuck McClure,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  40. What are the current benefits as well as downside to coversion from a

    By Guest Richard Morgan,
    • 2 replies
    • 1.4k views

  41. Roth IRA designation of trust as beneficiary

    By Guest Jeff Brock,
    • 4 replies
    • 3k views

  42. Roth Tax Question

    By Guest ESH22,
    • 1 reply
    • 1.4k views

  43. Regular contributions for 98&99, and Form 5498

    By Guest fengchen,
    • 1 reply
    • 1.9k views

  44. Estimated Tax required on Roth Conversions?

    By Guest genea99,
    • 1 reply
    • 1.6k views

  45. Can a couple have both the traditional ira and the new roth ira?

    By Guest David Beitz,
    • 1 reply
    • 1.3k views

  46. I converted from IRA to Roth and may have exceeded $100,000 AGI.

    By Guest Wade,
    • 1 reply
    • 1.4k views

  47. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J 1 2

    By Guest MTL-CPA,
    • 50 replies
    • 7.4k views
    • Guest
    • Guest

  48. Is it permissable to accelerate the remaining 3/4 of my Roth conversio

    By Guest,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  49. MRD involving both an IRA with funds and a separate IRA annuity -- how

    By BPickerCPA,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  50. substantially equal payments

    By Guest john cablet,
    • 4 replies
    • 1.5k views
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