IRAs and Roth IRAs

3,120 topics in this forum

1. Penalty on early distribution

   By Guest tammyfranco, March 8, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • March 8, 2000

2. Roth IRA and Tax

   By Guest Gina, March 18, 2006
   • 2 replies
   • 1.3k views
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   • Guest
   • March 19, 2006

3. Roth for us citizen with no US income?

   By Jim Chad, March 2, 2007
   • 0 replies
   • 1.3k views
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   • Jim Chad
   • March 2, 2007

4. Traditional IRA & SEP IRA

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

5. Withdrawls from Roth IRA.

   By Guest skaranam, October 4, 2005
   • 0 replies
   • 1.3k views
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   • Guest
   • October 4, 2005

6. Total Distribution of 401k... 2004. Excess contribution, then rolled in 2005.Corrective action?

   By Guest ucrazy51, April 14, 2005
   • 1 reply
   • 1.3k views
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   • Appleby
   • April 19, 2005

7. 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

8. IRA contribution - qualified status, age limit

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

9. 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

10. 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

11. Roth Ira for Child

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

12. returning home profits to Roth IRA

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

13. Recovered Damages From Investment Advisor

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

14. Question about titling

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

15. 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

16. 60 Day Rollover

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

17. 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

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

    By Guest MDH, February 28, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • February 28, 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
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    • John G
    • November 22, 2004

20. Excess amount in Education IRA

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

21. Calculating contributions on transfered Roth.

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

22. IRAs and beneficiaries

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

23. 1099R for ROTH excess

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

24. Withdrawing Excess Contributions

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

25. When should I start to invest?

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

26. No beneficiary & community property state

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

27. Roth IRA Distribution

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

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

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

29. Setting Up a ROTH

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

30. Regular IRA for 2001 then recharacterize later?

    By Guest phoenixazian, February 26, 2002
    • 3 replies
    • 1.3k views
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    • John G
    • February 27, 2002

31. Loans as an investment in a IRA

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

32. Problematic rollover

    By Guest ndgal, April 16, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • April 16, 2001

33. Roth Recharacterization

    By Guest ivyngcobb, May 3, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • May 3, 2002

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

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

35. First Time Homeowner

    By Guest cmauronyc, June 3, 2002
    • 2 replies
    • 1.3k views
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    • BPickerCPA
    • June 4, 2002

36. Transfer incident questions

    By Guest Jaybee, September 7, 2011
    • 2 replies
    • 1.3k views
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    • mbozek
    • September 7, 2011

37. ROTH TRANSFERS WITHIN SAME FUND COMPANY

    By Guest robyn, March 21, 2000
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • March 21, 2000

38. Roth Question

    By bzorc, April 7, 2014
    • 2 replies
    • 1.3k views
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    • masteff
    • April 7, 2014

39. 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
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    • RayJJohnsonJr
    • September 18, 2021

40. IRA Rollover

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

41. Rollover IRA to 401(k)?

    By Guest Mrs.Z, May 20, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • May 20, 2005

42. non spouse beneficiary

    By Gary, May 20, 2010
    • 1 reply
    • 1.3k views
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    • Bird
    • May 21, 2010

43. RMD's, Excise taxes and "exceptions"

    By Demosthenes, December 15, 2004
    • 1 reply
    • 1.3k views
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    • Mary Kay Foss
    • December 19, 2004

44. QCD IRA only

    By ombskid, December 1, 2011
    • 1 reply
    • 1.3k views
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    • ETA Consulting LLC
    • December 2, 2011

45. Eligibility for ROTH IRA

    By Guest Bokil, March 7, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 7, 2000

46. Retention of IRA Rollovers

    By Scuba 401, August 25, 2010
    • 1 reply
    • 1.3k views
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    • J Simmons
    • September 13, 2010

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

    By Guest Steve Palmer, March 4, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • March 4, 1999

48. Question about penalty with Roth IRA

    By Guest xerox01, August 26, 2004
    • 2 replies
    • 1.3k views
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    • Guest
    • August 26, 2004

49. Moderator deletions of commodity/futures/trader posts

    By John G, September 27, 2005
    • 0 replies
    • 1.3k views
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    • John G
    • September 27, 2005

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

    By Guest Del Rae, March 17, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 17, 1999