IRAs and Roth IRAs

3,120 topics in this forum

1. Using Roth funds to buy into an IPO?

   By Guest jc7032, February 3, 2000
   • 1 reply
   • 3.3k views
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   • John G
   • February 3, 2000

2. withdrawing IRA proceeds through use of variable annuity

   By Guest john cablet, February 2, 2000
   • 0 replies
   • 1.4k views
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   • Guest
   • February 2, 2000

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

   By Guest Jon G, February 1, 2000
   • 0 replies
   • 1.2k views
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   • Guest
   • February 1, 2000

4. Which reporting form?

   By Guest Paul McDonald, February 1, 2000
   • 6 replies
   • 1.8k views
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   • BPickerCPA
   • February 3, 2000

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

   By Guest skrambo, January 29, 2000
   • 0 replies
   • 1.5k views
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   • Guest
   • January 29, 2000

6. Difference between Recharacterizations and Conversions

   By Guest xsun88, January 28, 2000
   • 3 replies
   • 2.9k views
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   • Michael Devault
   • January 28, 2000

7. Reporting Roth Conversions/Recharacterizations

   By Guest McCarthy, January 26, 2000
   • 0 replies
   • 1.2k views
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   • Guest
   • January 26, 2000

8. Are Roth contributions allowed with another retirement plan?

   By Guest JHardy, January 26, 2000
   • 1 reply
   • 1.3k views
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   • Michael Devault
   • January 26, 2000

9. New IRA rules?

   By Michael Devault, January 24, 2000
   • 1 reply
   • 1.2k views
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   • Guest
   • January 24, 2000

10. Tax implications for 1999 conversion to Roth

    By Guest lynnsmorada, January 21, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • January 21, 2000

11. Transfers from trusts outside the US

    By Guest CGoldberg, January 21, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • January 21, 2000

12. Recharacterization window closed for good on 1998 conversions?

    By Guest Billy Clyde, January 20, 2000
    • 2 replies
    • 1.3k views
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    • Bruce Steiner
    • January 23, 2000

13. Life Insurance Permissible IRA Investment?

    By JWK, January 19, 2000
    • 4 replies
    • 2.7k views
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    • JWK
    • January 20, 2000

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

    By Guest MartinANDs, January 19, 2000
    • 1 reply
    • 1.3k views
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    • Guest
    • January 20, 2000

15. Benefit Valuation Date/Required Minimum Distribution

    By lkpittman, January 18, 2000
    • 1 reply
    • 1.7k views
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    • John Olsen
    • January 18, 2000

16. 401k to Traditional to Roth Taxes

    By Guest AWinOK, January 17, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • January 28, 2000

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

    By John G, January 17, 2000
    • 2 replies
    • 1.4k views
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    • Michael Devault
    • January 17, 2000

18. Roth and day trading

    By Guest Duane, January 17, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • January 17, 2000

19. 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

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

    By Guest dpatterson, January 14, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • January 14, 2000

21. Prohibited Transaction?

    By chris, January 14, 2000
    • 2 replies
    • 1.3k views
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    • John G
    • January 30, 2000

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

    By Guest casper, January 13, 2000
    • 1 reply
    • 1.4k views
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    • Michael Devault
    • January 13, 2000

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

    By Guest casper, January 13, 2000
    • 3 replies
    • 1.5k views
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    • Guest
    • January 14, 2000

24. American Express Financial Advisors

    By Guest GoGreen, January 12, 2000
    • 1 reply
    • 1.7k views
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    • John G
    • January 13, 2000

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

    By Guest oj b, January 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 13, 2000

26. Spouse fired...IRA still Deductible?

    By Guest robman, January 12, 2000
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 13, 2000

27. Self-Employed Roth?

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

28. Roth Beneficiaries

    By Guest chasseur, January 6, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • January 6, 2000

29. Contribution of appreciated stock

    By Guest Jerry E, January 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • January 6, 2000

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

    By Guest bella, January 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • January 5, 2000

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

    By Guest David Reardon, January 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • January 5, 2000

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

    By Guest mandoris, January 4, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 6, 2000

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

    By Guest Richard Morgan, January 3, 2000
    • 2 replies
    • 1.4k views
    • 
    • Bruce Steiner
    • January 4, 2000

34. Roth Tax Question

    By Guest ESH22, January 3, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • January 3, 2000

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

    By Guest fengchen, January 2, 2000
    • 1 reply
    • 1.9k views
    • 
    • John G
    • January 2, 2000

36. Estimated Tax required on Roth Conversions?

    By Guest genea99, January 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • January 2, 2000

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

    By Guest Wade, January 1, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • January 2, 2000

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

    By Guest David Beitz, January 1, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • January 2, 2000

39. Distributions to multiple beneficiaries of an IRA.

    By Guest Chuck McClure, December 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 4, 2000

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

    By Guest, December 28, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 29, 1999

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

    By BPickerCPA, December 28, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 28, 1999

42. TY1998 with a negative net income and a prematurely-funded Roth IRA ($

    By Guest ewittemd, December 28, 1999
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 28, 1999

43. substantially equal payments

    By Guest john cablet, December 27, 1999
    • 4 replies
    • 1.6k views
    • 
    • BPickerCPA
    • December 28, 1999

44. Where to get a "GOOD" Roth IRA

    By Guest PTMeinert, December 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 27, 1999

45. Can an adult use their Roth IRA for their own education?

    By Guest miller, December 24, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 24, 1999

46. Alternatives if I have contributed $2000 to a Roth IRA and expect to b

    By Guest trainvil, December 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 23, 1999

47. 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

48. Rollover Contribution to ROTH

    By Guest FET, December 22, 1999
    • 8 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 7, 2000

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

    By Cathy from Chicago, December 22, 1999
    • 2 replies
    • 1.3k views
    • 
    • Cathy from Chicago
    • January 5, 2000

50. What choices does an IRA holder have in investments.

    By Guest blaster, December 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 21, 1999