IRAs and Roth IRAs

3,118 topics in this forum

1. IRA Loan

   By Guest tws, December 10, 2002
   • 3 replies
   • 1.3k views
   • 
   • John G
   • December 10, 2002

2. Five Year Period required after Roth Conversion?

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

3. 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

4. Should I convert for education expenses?

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

5. Can I get by with only paying the Account Maintenance Fee once with Vanguard?

   By Guest LondonBroil, January 12, 2005
   • 4 replies
   • 1.3k views
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   • ElGuapo
   • January 14, 2005

6. Traditional IRA Mutual Fund account misregistered

   By Guest Mary B, May 17, 2000
   • 2 replies
   • 1.3k views
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   • Guest
   • May 22, 2000

7. returning home profits to Roth IRA

   By Guest hannidan, June 17, 2006
   • 1 reply
   • 1.3k views
   • 
   • John G
   • June 19, 2006

8. Question about titling

   By Guest dmocs, November 28, 2001
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • November 30, 2001

9. Roth Ira for Child

   By Guest Roxie, April 14, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • April 14, 2000

10. Recovered Damages From Investment Advisor

    By Guest Emiliano, April 29, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • April 29, 2001

11. Calculating contributions on transfered Roth.

    By Guest jsucic, March 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • March 10, 2004

12. Starting a Roth IRA and how it works....

    By Guest The2002Man, July 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 21, 2002

13. 1099R for ROTH excess

    By Guest redfox, June 22, 2006
    • 1 reply
    • 1.3k views
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    • WDIK
    • June 22, 2006

14. IRA or 401k

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

15. Withdrawing Excess Contributions

    By Guest karlg3, February 27, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 27, 2002

16. Prohibited Transaction re: Real Estate Backed Loans and IRAs

    By Guest MDH, February 28, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2002

17. Excess amount in Education IRA

    By Guest chandra patel, March 22, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 24, 1999

18. Roth IRA Distribution

    By Guest Neil, October 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 1, 2002

19. Looking for advice on whether to rollover a large IRA to Roth when the money has at least 25 years to grow

    By Guest JeffH, November 18, 2004
    • 6 replies
    • 1.3k views
    • 
    • John G
    • November 22, 2004

20. When should I start to invest?

    By John G, April 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • John G
    • April 25, 2002

21. IRAs and beneficiaries

    By Guest Lex, December 20, 2002
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • December 23, 2002

22. Loans as an investment in a IRA

    By Guest SPollock, May 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 1999

23. No beneficiary & community property state

    By benefitsguru, July 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • July 23, 2014

24. Setting Up a ROTH

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

25. 60 Day Rollover

    By mathead, May 7, 2010
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • May 7, 2010

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

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

27. IRA Rollover

    By k man, February 20, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 28, 2007

28. Problematic rollover

    By Guest ndgal, April 16, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 16, 2001

29. Regular IRA for 2001 then recharacterize later?

    By Guest phoenixazian, February 26, 2002
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 27, 2002

30. IRA contribution - qualified status, age limit

    By t.haley, December 17, 2015
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • December 17, 2015

31. Are Roth contributions allowed with another retirement plan?

    By Guest JHardy, January 26, 2000
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • January 26, 2000

32. Rollover IRA to 401(k)?

    By Guest Mrs.Z, May 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 20, 2005

33. Transfer incident questions

    By Guest Jaybee, September 7, 2011
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 7, 2011

34. Post-Retirement Roth IRA Contributions

    By Guest cstroble, August 6, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • August 6, 2003

35. Roth Question

    By bzorc, April 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 7, 2014

36. Moderator deletions of commodity/futures/trader posts

    By John G, September 27, 2005
    • 0 replies
    • 1.2k views
    • 
    • John G
    • September 27, 2005

37. Traditional IRA & SEP IRA

    By Guest AJ Milano, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • jevd
    • April 16, 2003

38. Roth IRA Contributions for Home Purchase

    By Guest mischni, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • ElGuapo
    • April 22, 2004

39. PT Question

    By Scuba 401, May 23, 2018
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 2, 2018

40. ROTH 401(k)

    By Guest oxdougw, August 24, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 25, 2005

41. Effect of conversion when future audit results in AGI > $100,000.

    By Guest Del Rae, March 17, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 1999

42. ROTH TRANSFERS WITHIN SAME FUND COMPANY

    By Guest robyn, March 21, 2000
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • March 21, 2000

43. roth ira

    By Guest john camphouse, October 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • John G
    • October 12, 2002

44. Retention of IRA Rollovers

    By Scuba 401, August 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 13, 2010

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

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

46. Roth IRA rollovers

    By Guest abunai, August 8, 2002
    • 1 reply
    • 1.2k views
    • 
    • John G
    • August 9, 2002

47. Surviving spouse less than 59 1/2, death distributions then make it he

    By Guest Steve Palmer, March 4, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 1999

48. ROTH Recharacterization

    By Guest ginag, March 20, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • March 21, 2002

49. Catch-up contribution of $ 500 for 2002

    By alexa, February 19, 2003
    • 3 replies
    • 1.2k views
    • 
    • bzorc
    • March 4, 2003

50. Eligibility for ROTH IRA

    By Guest Bokil, March 7, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 7, 2000