IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA Rules

   By Guest Rich C, October 11, 1999
   • 2 replies
   • 1.4k views
   • 
   • John G
   • October 30, 1999

2. TAX PROBLEMS ARISING WHEN SURVIVING SPOUSE BECOMES SOLE OWNER AND BENE

   By Guest d wade, October 8, 1999
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • October 10, 1999

3. Are Roth IRA's protected from creditors

   By Guest Servatius, October 8, 1999
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • December 11, 1999

4. Can I contribute to both a Roth and SIMPLE IRA in the same year?

   By Guest CCDB, October 4, 1999
   • 1 reply
   • 2k views
   • 
   • BPickerCPA
   • October 4, 1999

5. educational savings with roths

   By Guest Angie Horn, October 2, 1999
   • 5 replies
   • 1.5k views
   • 
   • John G
   • October 7, 1999

6. Same Owner / Multiple IRA Advantages?

   By Guest AJ Milano, September 28, 1999
   • 8 replies
   • 2.2k views
   • 
   • BPickerCPA
   • October 31, 1999

7. Pre-59 1/2 "Reasonable" Interest Rate

   By Guest SPollock, September 25, 1999
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • September 30, 1999

8. TIN's and IRA's

   By Guest P A Weick, September 24, 1999
   • 1 reply
   • 2.4k views
   • 
   • Kathy
   • September 25, 1999

9. Traditional to Roth

   By Guest David Ardito, September 24, 1999
   • 15 replies
   • 2.3k views
   • 
   • Bruce Steiner
   • October 17, 1999

10. Trust as the Beneficiary of an IRA

    By Guest SPollock, September 23, 1999
    • 3 replies
    • 1.8k views
    • 
    • BPickerCPA
    • October 5, 1999

11. 401(k) to Rollover to Roth

    By Guest Guacamole, September 23, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

12. 401k distributions due to termination

    By Guest Denise Murphy, September 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • John G
    • September 22, 1999

13. ROTH IRA for expat

    By Guest gilaud, September 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 18, 1999

14. Using Roth for college expense planning

    By Guest tplovelock, September 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 17, 1999

15. RMD and QDOTs

    By Guest P A Weick, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • September 16, 1999

16. Disclaimers and RMD distributions

    By Guest Denise Murphy, September 14, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 1999

17. IRA Distribution Calculation Software

    By Guest SPollock, September 13, 1999
    • 5 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 27, 1999

18. Recharacterized - how many?

    By Guest Thenozz, September 9, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 10, 1999

19. Best place to open a Roth?

    By Guest mark_s_mullen, September 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 1999

20. Roth IRA vs. IRA

    By Kathy, September 7, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 9, 1999

21. Beef to ROTH ?

    By Guest, September 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 7, 1999

22. Roth IRA

    By Guest jdm333@aol.com, September 5, 1999
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • September 11, 1999

23. Opening a Roth

    By Guest droffart, September 4, 1999
    • 2 replies
    • 1.6k views
    • 
    • Kathy
    • September 7, 1999

24. IRA Beneficiaries and second marriages

    By Guest PBrinckerhoff, September 2, 1999
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • September 3, 1999

25. Of QVECs, VDECs and Minimum Distributions

    By rocknrolls2, September 2, 1999
    • 0 replies
    • 2.1k views
    • 
    • rocknrolls2
    • September 2, 1999

26. IRA providers

    By Guest cecile, September 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • John G
    • September 2, 1999

27. Minor ROTH IRAs

    By Guest Denise Murphy, September 1, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • September 2, 1999

28. mechanics of converting to Roth IRA

    By Guest dr. z., September 1, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 2, 1999

29. Refusing to be benefitiary ?

    By John G, August 31, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • August 31, 1999

30. Wisconsin Divorce Laws/Beneficiary

    By Guest Christine, August 30, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 3, 1999

31. IRA Distribution Options

    By Guest SPollock, August 26, 1999
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • September 25, 1999

32. Roth IRA Estimated Tax & Penalties

    By Guest chrisrafter, August 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 1999

33. Beneficial IRA distributions

    By Guest Denise Murphy, August 17, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • August 23, 1999

34. Reconversion

    By Guest AMAN, August 17, 1999
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • August 23, 1999

35. Roth Reconversion?

    By Guest CASlayden, August 16, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999

36. December 1998 full conversion with shares ex-distribution payable 1/99

    By Guest Condorcet, August 15, 1999
    • 3 replies
    • 1.4k views
    • 
    • John G
    • August 16, 1999

37. Opening a Roth IRA

    By Guest Barbie, August 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999

38. Termination of SIMPLE IRA

    By Guest Christine, August 13, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 1999

39. Distribution and conversion reported in different tax years.

    By Guest td, August 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 13, 1999

40. Multiple IRA beneficiaries

    By Guest Rick, August 11, 1999
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • August 12, 1999

41. Partial Conversions

    By John G, August 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • August 11, 1999

42. Roth deduction for Home Purchase question

    By Guest bobg, August 10, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 1999

43. 1998 Recharacterization Question/problem

    By Guest Lee D, August 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 6, 1999

44. IRA death distributions

    By Guest Denise Murphy, August 4, 1999
    • 6 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • August 5, 1999

45. Another Roth Recharacterization

    By Bruce Steiner, August 2, 1999
    • 0 replies
    • 1.3k views
    • 
    • Bruce Steiner
    • August 2, 1999

46. Roth Recharacterization Question.

    By Guest Mike C, July 31, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 4, 1999

47. IRA Owning An FSC

    By Guest P A Weick, July 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

48. Taxation at Death for a ROTH IRA

    By Guest SPollock, July 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

49. Use of Individual Retirement Account as Collateral -- OK in Florida?

    By Guest lifeweb, July 26, 1999
    • 2 replies
    • 3k views
    • 
    • Dave Baker
    • July 27, 1999

50. increasing limits on roth

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