IRAs and Roth IRAs

3,120 topics in this forum

1. 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
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   • John G
   • February 25, 2001

2. Single and Getting Married...

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

3. Small Roth IRA looking to get out

   By Guest Brian Nuffer, March 17, 2004
   • 1 reply
   • 1.4k views
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   • John G
   • March 17, 2004

4. Small vs large cap fund for Roth IRA

   By Guest CWarner, March 19, 2001
   • 1 reply
   • 3.2k views
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   • John G
   • March 19, 2001

5. Social Security and Roth IRAs

   By Guest TJG, November 2, 1998
   • 1 reply
   • 3.3k views
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   • Gary Lesser
   • November 4, 1998

6. Sole Beneficiary of Father's IRA wishes to divide the IRA among siblings without incurring a taxable event

   By Guest ssmith, October 31, 2008
   • 9 replies
   • 2.9k views
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   • Guest
   • November 3, 2008

7. Some basic questions

   By Guest newhand, October 29, 2002
   • 0 replies
   • 1k views
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   • Guest
   • October 29, 2002

8. Some simple questions from a newbie

   By Guest MJPK, May 7, 2005
   • 2 replies
   • 1.2k views
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   • John G
   • May 8, 2005

9. Source of Dec 31 Roth conversion deadline?

   By Guest tborek, March 30, 2001
   • 2 replies
   • 1.7k views
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   • Guest
   • April 5, 2001

10. Sources on IRA contributions

    By Guest David L, February 5, 2010
    • 2 replies
    • 1.1k views
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    • Guest
    • February 5, 2010

11. special IRA living trust

    By Guest tsmith69, August 24, 2000
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • August 25, 2000

12. Speculating in my Roth and got burned

    By Guest uggg, November 5, 2002
    • 3 replies
    • 2.4k views
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    • Guest
    • November 6, 2002

13. Split Inherited IRA and then do a Trustee-to-Trustee Transfer?

    By Guest TommyC, February 21, 2001
    • 4 replies
    • 1.9k views
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    • Appleby
    • February 24, 2001

14. Spliting a Roth IRA into separate ROTH IRAs by beneficiaries.

    By Guest Rick Holmes, May 4, 2000
    • 3 replies
    • 1.6k views
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    • Bruce Steiner
    • May 12, 2000

15. Spousal Beneficiary Dies Within Weeks After IRA Owner Under New Regs

    By KJohnson, July 1, 2002
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • July 2, 2002

16. Spousal consent to beneficiary designation in CP State

    By Guest medinael, August 29, 2007
    • 1 reply
    • 2.3k views
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    • Guest
    • August 29, 2007

17. Spousal IRA

    By Guest kr402, August 15, 2003
    • 5 replies
    • 1.2k views
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    • Appleby
    • August 17, 2003

18. Spousal IRA contribution for person "not covered" by a retirement plan

    By Guest garymc, January 22, 2004
    • 2 replies
    • 1.8k views
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    • Appleby
    • January 25, 2004

19. Spousal Ira Conversion Irreversible???

    By Guest fidowatch, March 15, 2002
    • 8 replies
    • 1.9k views
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    • BPickerCPA
    • March 21, 2002

20. Spousal IRA eligibility

    By Guest Hickory6, July 30, 2002
    • 5 replies
    • 2k views
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    • mbozek
    • July 31, 2002

21. Spousal IRA's

    By Guest Donna Henderson, July 31, 2001
    • 3 replies
    • 1.5k views
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    • Michael Devault
    • August 1, 2001

22. spousal ira's with catch-up

    By Beemer, January 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • JAMES PATRICK
    • January 18, 2005

23. Spousal rollover of IRA annuity

    By katieinny, February 6, 2003
    • 3 replies
    • 2.5k views
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    • mbozek
    • February 7, 2003

24. spousal roth ira contribution limit

    By Guest leclark, January 13, 2004
    • 10 replies
    • 5.5k views
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    • Appleby
    • March 16, 2004

25. Spouse Bene, RMD in year of death

    By mathead, August 16, 2010
    • 1 reply
    • 2.2k views
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    • J Simmons
    • August 16, 2010

26. Spouse Beneficiary

    By Dobber, January 18, 2022
    • 7 replies
    • 1.9k views
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    • Luke Bailey
    • January 22, 2022

27. Spouse Beneficiary

    By Guest Penny40, May 9, 2003
    • 1 reply
    • 967 views
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    • Appleby
    • May 9, 2003

28. Spouse beneficiary rollover to Roth

    By Guest proyce, July 24, 2008
    • 1 reply
    • 2.2k views
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    • masteff
    • July 24, 2008

29. Spouse benefits in a qualified plan, may I still contribute a deductible contribution to an IRA.

    By 2muchstress, December 17, 2003
    • 1 reply
    • 2k views
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    • Appleby
    • December 17, 2003

30. Spouse Eligibility

    By Guest kac1214, December 16, 1998
    • 1 reply
    • 1.5k views
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    • Guest
    • December 17, 1998

31. Spouse fired...IRA still Deductible?

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

32. Spouse inheriting IRA where estate is the beneficiary under new propos

    By KJohnson, January 23, 2001
    • 8 replies
    • 2.3k views
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    • KJohnson
    • March 27, 2001

33. Spouse not working and IRA Contribution

    By Guest jeepnsam, April 13, 2014
    • 5 replies
    • 1.3k views
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    • John G
    • May 12, 2014

34. Spouse or Estate Inherits the IRA?

    By Guest bsf, October 2, 2001
    • 4 replies
    • 1.7k views
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    • Guest
    • October 3, 2001

35. Spouse Roth IRA

    By Guest jfondell, September 19, 2009
    • 1 reply
    • 1.1k views
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    • J Simmons
    • September 20, 2009

36. Spouses IRA Election

    By Guest reg_h2b, January 26, 2001
    • 3 replies
    • 1.7k views
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    • BPickerCPA
    • January 31, 2001

37. Start a Roth now, convert a IRA later.

    By Guest oiwon, December 5, 1998
    • 1 reply
    • 1.8k views
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    • BPickerCPA
    • December 6, 1998

38. Start of 5-yr wait

    By Guest hellas, December 14, 1998
    • 1 reply
    • 1.4k views
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    • Guest
    • December 15, 1998

39. Start Roth or add to IRA

    By Guest blujean1, December 23, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 23, 1998

40. Starting a Roth IRA

    By Guest P A Weick, June 24, 1999
    • 2 replies
    • 1.5k views
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    • John G
    • June 24, 1999

41. Starting a Roth IRA & Retirement money

    By Guest joshuaj, March 1, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • March 5, 1999

42. 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

43. Starting a Roth IRC - Which funds to choose?

    By Guest jstn, November 1, 2005
    • 4 replies
    • 1.9k views
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    • John G
    • November 2, 2005

44. Starting a Roth or Traditional Ira

    By Guest becca, July 3, 2002
    • 3 replies
    • 1.5k views
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    • papogi
    • July 12, 2002

45. State Conformity and EGTRRA

    By Guest TaxBill, June 14, 2002
    • 1 reply
    • 1.2k views
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    • david rigby
    • June 14, 2002

46. State Tax on Roth Conversion

    By Guest paul t, February 21, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • February 21, 1999

47. State Tax Withholding - Any Recommendations on software?

    By Guest irajlen, July 8, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • July 8, 1999

48. state taxation of Roth Ira

    By Guest alk1, April 1, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • April 1, 1999

49. State Taxes on Roth IRA Conversions?

    By Guest larry weiss, March 20, 2002
    • 1 reply
    • 2.1k views
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    • Appleby
    • March 25, 2002

50. Status of a Roth IRA after an early distribution

    By Guest Wallace G, May 15, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • May 16, 2001