IRAs and Roth IRAs

3,118 topics in this forum

1. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

   By 401king, April 27, 2023
   • 0 replies
   • 912 views
   • 
   • 401king
   • April 27, 2023

2. SEP IRA to IRA

   By Guest JasonMC, January 14, 2002
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • January 15, 2002

3. Sep IRA to IRA to Roth

   By Guest alitrac, March 4, 2003
   • 3 replies
   • 1.1k views
   • 
   • Appleby
   • March 4, 2003

4. SEP IRA's and (k) Plans

   By Guest CGBS, January 12, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 25, 2001

5. SEP Rollover to IRA or Roth

   By Guest EBBeginner, November 3, 2004
   • 3 replies
   • 1.9k views
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   • Appleby
   • November 4, 2004

6. SEP to a Roth

   By Guest Awramik, December 26, 1998
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • December 29, 1998

7. SEP to IRA to Roth

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

8. SEP to Roth - any limits on number of conversions?

   By Guest rfopiano, October 5, 2000
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • October 6, 2000

9. SEP-IRA and Roth contributions allowed at the same time?

   By Guest bsmith12, September 10, 2005
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • September 30, 2005

10. SEP-IRA contributions

    By strongsmurf, March 22, 2016
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 22, 2016

11. SEP/Roth can i do both in same year?

    By Guest LHelleren, December 18, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 22, 1998

12. Separate Accounts and RMD

    By Guest P A Weick, March 10, 2003
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • March 17, 2003

13. Separate accounts under the NEW minimum required distribution regulati

    By Guest Martin Silfen, January 18, 2001
    • 16 replies
    • 2.9k views
    • 
    • Guest
    • May 2, 2002

14. SEPP from and IRA Annuity Contract OK?

    By Guest danmar, October 3, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 4, 2000

15. SEPP prior to age 45

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

16. SEPP RATE Flexibility

    By jane123, May 30, 2003
    • 0 replies
    • 1.5k views
    • 
    • jane123
    • May 30, 2003

17. Series of 60 day IRA loans?

    By UM1234, May 20, 2014
    • 7 replies
    • 2.5k views
    • 
    • John G
    • December 12, 2014

18. Setting Up a ROTH

    By Guest sweetpea, January 31, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 4, 2008

19. severance/Roth IRA contributions

    By Guest Renwick Carol, March 30, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 30, 2002

20. Short Selling in IRA / Profit Sharing Plan

    By Guest tschotland, July 22, 2008
    • 7 replies
    • 9.1k views
    • 
    • Guest
    • July 24, 2008

21. Short Term Capital gains and Roth IRA

    By Guest Rusty, April 22, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 23, 1999

22. Should Converted Roth IRA's and Contributory Roth IRA's be kept sepera

    By Guest JPanaro, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 4, 1999

23. Should hub and I put $8000 into a trad. IRA for 2006?

    By Guest ctfudge07, January 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2007

24. should I always recharacterize Roth contributions just before tax seas

    By Guest andrewg, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 30, 2000

25. Should I clear debt from 0% card before putting money into IRA?

    By Guest shaselai, January 3, 2007
    • 8 replies
    • 1.9k views
    • 
    • John G
    • January 4, 2007

26. Should I convert an IRA to Roth IRA ?

    By Guest Mae, April 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 15, 1999

27. Should I convert for education expenses?

    By Guest Matt, April 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 1999

28. Should I convert to a Roth?

    By Guest ac_onion, August 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • John G
    • August 10, 2003

29. Should I invest in a Roth IRA or something else with money from an inheiratance?

    By Guest chrisjns, October 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • October 19, 2004

30. Should I invest in Non Deductible IRA - HELP!

    By Guest APOPOO, March 14, 2006
    • 5 replies
    • 1.8k views
    • 
    • John G
    • March 14, 2006

31. Should I open a Roth IRA?

    By Guest Fa Fa Fo Hi, January 23, 2007
    • 16 replies
    • 4.2k views
    • 
    • John G
    • March 14, 2007

32. Should I open a traditional IRA right now?

    By Guest ctfudge07, January 7, 2007
    • 36 replies
    • 4.9k views
    • 
    • Guest
    • January 18, 2007

33. Should I start a Roth IRA in my Credit Union as opposed to somewhere e

    By Guest berg67, February 13, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 14, 2001

34. Should she open Roth or save in a taxable account?

    By Guest plmills66, August 19, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2000

35. should wife and i get a different roth?

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

36. SIMPLE IRA - non-elective contribution and match

    By eilano, September 5, 2003
    • 7 replies
    • 3.7k views
    • 
    • WDIK
    • September 5, 2003

37. SIMPLE IRA and 72(t)

    By 415 Limit, March 12, 2012
    • 5 replies
    • 2k views
    • 
    • Appleby
    • March 19, 2012

38. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 13, 2001

39. SIMPLE IRA Contributions Not Affecting amount an individual can contribute to a ROTH or Traditional IRA

    By TD, July 13, 2023
    • 3 replies
    • 6.4k views
    • 
    • G8Rs
    • July 17, 2023

40. SIMPLE IRA CONVERSION

    By Guest bobo, December 16, 1998
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • December 17, 1998

41. SIMPLE IRA Providers

    By austin3515, March 24, 2004
    • 1 reply
    • 2k views
    • 
    • John G
    • March 24, 2004

42. simple ira transfer/rollover

    By Guest sheadan, September 11, 2002
    • 10 replies
    • 2.8k views
    • 
    • pmacduff
    • September 17, 2002

43. SIMPLE IRA--Disclosure statement

    By Guest Christine, January 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 1999

44. Simple IRAs and Roth IRAs

    By Guest redhead_7561, December 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • JAMES PATRICK
    • December 27, 2001

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

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

46. Simple Roth IRA Question

    By Guest Lukerk, October 20, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • October 21, 1999

47. SIMPLE-IRA participation - is it considered "active participation

    By PensionNewbee, March 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • March 26, 2003

48. Simultaneous Death Laws and IRA Beneficiaries

    By Guest David Hammond SRS, May 12, 1999
    • 8 replies
    • 6.4k views
    • 
    • Bruce Steiner
    • May 16, 1999

49. Since I'm over the threshold of AGI and cannot contribute to my Roth I

    By Guest jhellyar, February 24, 2001
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 25, 2001

50. Single and Getting Married...

    By Guest raven36, February 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 19, 2002