IRAs and Roth IRAs

3,118 topics in this forum

1. QCD IRA only

   By ombskid, December 1, 2011
   • 1 reply
   • 1.2k views
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   • ETA Consulting LLC
   • December 2, 2011

2. Roth Recharacterization

   By Guest ivyngcobb, May 3, 2002
   • 0 replies
   • 1.2k views
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   • Guest
   • May 3, 2002

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. Conversion and recharacterization questions

   By Guest ivyngcobb, May 6, 2002
   • 1 reply
   • 1.2k views
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   • BPickerCPA
   • May 7, 2002

5. Questions about Roth IRA's

   By Guest LisaRose, March 4, 2000
   • 3 replies
   • 1.2k views
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   • John G
   • March 6, 2000

6. Growth Fund vs TIPS

   By Guest dmalcolm, July 21, 2002
   • 1 reply
   • 1.2k views
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   • John G
   • July 21, 2002

7. Recharacterization window closed for good on 1998 conversions?

   By Guest Billy Clyde, January 20, 2000
   • 2 replies
   • 1.2k views
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   • Bruce Steiner
   • January 23, 2000

8. First Time Homeowner

   By Guest cmauronyc, June 3, 2002
   • 2 replies
   • 1.2k views
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   • BPickerCPA
   • June 4, 2002

9. Taxation on conversion to Roth IRA

   By MoShawn, August 4, 2010
   • 4 replies
   • 1.2k views
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   • Guest
   • August 5, 2010

10. Trivial Question Regarding Roth

    By Guest augustineregal@yahoo.com, October 5, 2007
    • 4 replies
    • 1.2k views
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    • John G
    • October 6, 2007

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

    By Demosthenes, December 15, 2004
    • 1 reply
    • 1.2k views
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    • Mary Kay Foss
    • December 19, 2004

12. Roth contribution without earned income - Help!

    By Guest Dkeith, March 20, 2000
    • 1 reply
    • 1.2k views
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    • John G
    • March 20, 2000

13. non-deductible conversions

    By Guest jhenry, November 15, 2001
    • 1 reply
    • 1.2k views
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    • Appleby
    • November 19, 2001

14. Can we invest in a ROTH IRA with a foreign posting?

    By Guest miller5369, October 30, 2005
    • 1 reply
    • 1.2k views
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    • JAMES PATRICK
    • October 30, 2005

15. Question about penalty with Roth IRA

    By Guest xerox01, August 26, 2004
    • 2 replies
    • 1.2k views
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    • Guest
    • August 26, 2004

16. After-Tax Rollover

    By Fisher, February 11, 2009
    • 0 replies
    • 1.2k views
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    • Fisher
    • February 11, 2009

17. Deposits to IRA by mistake - How to correct?

    By Guest Mike Visse, June 2, 2005
    • 2 replies
    • 1.2k views
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    • Locust
    • June 3, 2005

18. trust is beneficiary

    By Scuba 401, December 19, 2012
    • 2 replies
    • 1.2k views
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    • Appleby
    • December 29, 2012

19. Spousal IRA

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

20. Roth IRA contribution

    By Guest Yulia, March 14, 2007
    • 1 reply
    • 1.2k views
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    • John G
    • March 14, 2007

21. Tax Forms For Roth's

    By Guest BigAl, May 22, 2002
    • 1 reply
    • 1.2k views
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    • papogi
    • May 22, 2002

22. Roth IRA for 1st time home buyers?

    By Guest YoungGun, December 17, 2001
    • 1 reply
    • 1.2k views
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    • JAMES PATRICK
    • December 18, 2001

23. Am I eligible?

    By Guest AmyNick, January 5, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • January 5, 2002

24. Deceased IRA

    By Guest Penny40, September 24, 2002
    • 2 replies
    • 1.2k views
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    • Appleby
    • September 25, 2002

25. Roth beneficiary

    By Guest Highground, March 24, 2005
    • 2 replies
    • 1.2k views
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    • John G
    • April 7, 2005

26. IRA Contribution Deadline

    By four01kman, August 19, 2003
    • 1 reply
    • 1.2k views
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    • Appleby
    • August 19, 2003

27. Coverdell ESA

    By Felicia, January 5, 2011
    • 1 reply
    • 1.2k views
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    • masteff
    • January 5, 2011

28. Education withdrawals from Roth IRA

    By Guest bobg, April 6, 1999
    • 1 reply
    • 1.2k views
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    • Kathy
    • April 6, 1999

29. Inherited IRA question

    By bzorc, July 20, 2004
    • 3 replies
    • 1.2k views
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    • Appleby
    • July 21, 2004

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

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

31. roth conversion vs. med deductions

    By Guest bob1, February 16, 2007
    • 1 reply
    • 1.2k views
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    • Guest
    • February 28, 2007

32. IRA holding employer stock

    By Guest JM123, December 10, 2009
    • 2 replies
    • 1.2k views
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    • GMK
    • February 24, 2010

33. increasing limits on roth

    By Guest bill white, July 23, 1999
    • 0 replies
    • 1.2k views
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    • Guest
    • July 23, 1999

34. change in administrator

    By Guest aryeh48, September 30, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • September 30, 2001

35. Return of IRA distribution within 60 days

    By bzorc, October 28, 2003
    • 1 reply
    • 1.2k views
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    • Appleby
    • October 28, 2003

36. IRA and UBTI

    By shERPA, June 30, 2016
    • 0 replies
    • 1.2k views
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    • shERPA
    • June 30, 2016

37. 5 year waiting period

    By Guest driger, December 10, 2002
    • 1 reply
    • 1.2k views
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    • BPickerCPA
    • December 11, 2002

38. Roth retirement IRA for college expenses

    By Guest bigkylewhite, February 27, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • February 27, 2005

39. RothIRA eligibility

    By Guest yelena, April 29, 2005
    • 2 replies
    • 1.2k views
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    • Guest
    • May 3, 2005

40. Roth inherited by two sons

    By Guest JWH, December 21, 2001
    • 1 reply
    • 1.2k views
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    • Appleby
    • December 21, 2001

41. Stretch IRAs and the new rules

    By Guest Jeanne, October 25, 2001
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • October 25, 2001

42. Roth IRA to 401K or 401kROTH

    By Guest burnsey23, December 13, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 13, 2006

43. Does a distribution from an IRA that had massive losses qualify for an

    By Guest Jackc, July 10, 2002
    • 1 reply
    • 1.2k views
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    • papogi
    • July 10, 2002

44. non spouse beneficiary

    By Gary, May 20, 2010
    • 1 reply
    • 1.2k views
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    • Bird
    • May 21, 2010

45. Coverting Traditional IRA to Roth IRA with past Recharactication?

    By Guest muckmail, December 20, 2004
    • 1 reply
    • 1.2k views
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    • ElGuapo
    • December 21, 2004

46. Interest Rate assumptions for computing subs equal pmts

    By MarZDoates, January 10, 2008
    • 1 reply
    • 1.2k views
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    • jevd
    • January 10, 2008

47. roth ira withdrawal

    By Guest gormaly, October 8, 2002
    • 2 replies
    • 1.2k views
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    • Appleby
    • October 18, 2002

48. Roth IRA loss and mandatory 10% penalty

    By Guest avalancheone, April 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 6, 2005

49. roth ira

    By Gary, May 12, 2010
    • 5 replies
    • 1.2k views
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    • Guest
    • May 16, 2010

50. 2011 IRA "phase out" limits to compensation

    By Guest rtb66, October 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 20, 2010