IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA contribution

   By Guest Yulia, March 14, 2007
   • 1 reply
   • 1.3k views
   • 
   • John G
   • March 14, 2007

2. roth ira

   By Guest john camphouse, October 11, 2002
   • 1 reply
   • 1.3k views
   • 
   • John G
   • October 12, 2002

3. ROTH 401(k)

   By Guest oxdougw, August 24, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • August 25, 2005

4. Recharacterization window closed for good on 1998 conversions?

   By Guest Billy Clyde, January 20, 2000
   • 2 replies
   • 1.3k views
   • 
   • Bruce Steiner
   • January 23, 2000

5. Roth IRA Contributions for Home Purchase

   By Guest mischni, April 22, 2004
   • 1 reply
   • 1.3k views
   • 
   • ElGuapo
   • April 22, 2004

6. Excess Roth IRA Contribution

   By ROCPost585, January 23, 2025
   • 4 replies
   • 1.3k views
   • 
   • Appleby
   • January 28, 2025

7. Roth IRA rollovers

   By Guest abunai, August 8, 2002
   • 1 reply
   • 1.3k views
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   • John G
   • August 9, 2002

8. Deceased IRA

   By Guest Penny40, September 24, 2002
   • 2 replies
   • 1.3k views
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   • Appleby
   • September 25, 2002

9. 2011 IRA "phase out" limits to compensation

   By Guest rtb66, October 20, 2010
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 20, 2010

10. Conversion and recharacterization questions

    By Guest ivyngcobb, May 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • May 7, 2002

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

    By Guest Jeff1, June 16, 2004
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 2004

12. ROTH Recharacterization

    By Guest ginag, March 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 21, 2002

13. Trivial Question Regarding Roth

    By Guest augustineregal@yahoo.com, October 5, 2007
    • 4 replies
    • 1.3k views
    • 
    • John G
    • October 6, 2007

14. Trading within a Roth

    By Guest deathtaxesnoles, January 26, 2004
    • 4 replies
    • 1.3k views
    • 
    • John G
    • January 30, 2004

15. Questions about Roth IRA's

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

16. Self-directed IRA / Prohibited Services to Plan Asset

    By KEM, February 15, 2022   

    • prohibited transaction
    • prohibited transaction?
    • (and 7 more)

      Tagged with:

      • prohibited transaction
      • prohibited transaction?
      • ira
      • iras
      • self-directed
      • self-directed iras
      • self directed ira
      • disqualified person
      • investment
    • 6 replies
    • 1.2k views
    • 
    • KEM
    • February 20, 2022

17. 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
    • 
    • Guest
    • February 1, 2000

18. Roth contribution without earned income - Help!

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

19. Catch-up contribution of $ 500 for 2002

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

20. trust is beneficiary

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

21. Taxation on conversion to Roth IRA

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

22. Coverdell ESA

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

23. non-deductible conversions

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

24. Growth Fund vs TIPS

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

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

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

26. After-Tax Rollover

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

27. Tax Forms For Roth's

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

28. Education withdrawals from Roth IRA

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

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

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

30. Spousal IRA

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

31. Roth IRA for 1st time home buyers?

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

32. IRA Contribution Deadline

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

33. Converted in 1998, but want to pay balance of tax in 1999

    By Guest otoole, April 15, 2000
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • April 16, 2000

34. Am I eligible?

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

35. IRA holding employer stock

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

36. Roth beneficiary

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

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

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

38. roth conversion vs. med deductions

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

39. Return of IRA distribution within 60 days

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

40. 5 year waiting period

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

41. roth ira

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

42. change in administrator

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

43. Interest Rate assumptions for computing subs equal pmts

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

44. Stretch IRAs and the new rules

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

45. RothIRA eligibility

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

46. Inherited IRA question

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

47. IRA and UBTI

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

48. Roth retirement IRA for college expenses

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

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

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

50. increasing limits on roth

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