IRAs and Roth IRAs

3,118 topics in this forum

1. Still confused about 10% penalty on Roth IRA withdrawals (from conversion amounts) for over age 59.5

   By Guest rkal66, January 26, 2005
   • 4 replies
   • 1.5k views
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   • jevd
   • January 27, 2005

2. Stock Dividends In A Roth

   By Guest otherhess, January 27, 2003
   • 3 replies
   • 1.4k views
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   • John G
   • February 3, 2003

3. Stock Shares for Roth Contribution

   By Guest Eli John, February 27, 2001
   • 1 reply
   • 1.5k views
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   • John G
   • February 28, 2001

4. Stock Trades within a ROTH IRA

   By Guest sgj, May 7, 2002
   • 1 reply
   • 1.4k views
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   • John G
   • May 7, 2002

5. stock/mutual fund contributions to Roth?

   By Guest gstevens, December 23, 1998
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • December 24, 1998

6. Stocks in a roth ira

   By Guest silver$, March 6, 2006
   • 1 reply
   • 1.3k views
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   • John G
   • March 7, 2006

7. Stocks or Funds for 25 year starter?

   By Guest shaselai, January 3, 2007
   • 5 replies
   • 1.5k views
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   • John G
   • January 4, 2007

8. Stocks to IRA

   By Guest ucirsharma@yahoo.com, September 23, 2007
   • 11 replies
   • 2k views
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   • jpod
   • October 8, 2007

9. Strange result? Community property state IRA

   By Belgarath, January 23, 2017
   • 0 replies
   • 1.2k views
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   • Belgarath
   • January 23, 2017

10. Strechout IRA: Recent PLR?

    By Guest reg_h2b, December 27, 2000
    • 11 replies
    • 2.5k views
    • 
    • Guest
    • January 4, 2001

11. Stretch IRA - administrative guidance?

    By Guest amfam2, February 9, 2004
    • 11 replies
    • 3.1k views
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    • Appleby
    • February 19, 2004

12. Stretch IRA what is it?

    By Guest JurisPrude, July 5, 2005
    • 3 replies
    • 1.5k views
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    • Appleby
    • July 21, 2005

13. Stretch IRAs and the new rules

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

14. Stumped......IRA Question

    By Guest MVICK, March 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • April 3, 2001

15. substantial equal periodic payments

    By Guest christie, June 25, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 30, 1999

16. Substantially Equal Payments

    By Felicia, November 24, 1999
    • 1 reply
    • 1.8k views
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    • Michael Devault
    • November 24, 1999

17. substantially equal payments

    By Guest john cablet, December 27, 1999
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 28, 1999

18. Substantially Equal Payments from an IRA

    By bzorc, May 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • May 3, 2000

19. Substantially Equal Payments to avoid 10% penalty

    By MarZDoates, May 31, 2002
    • 5 replies
    • 2.1k views
    • 
    • MarZDoates
    • May 31, 2002

20. Substantially Equal periodic payments

    By Guest Michelle M, October 4, 2002
    • 5 replies
    • 1.6k views
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    • Appleby
    • October 17, 2002

21. Substantially Equal Periodic Pmts

    By Guest JBS, July 28, 2003
    • 1 reply
    • 977 views
    • 
    • jevd
    • July 28, 2003

22. substitute one IRA investment for another

    By Guest Dolores, September 27, 2007
    • 22 replies
    • 5.3k views
    • 
    • jevd
    • November 11, 2008

23. Successor Beneficiary RMDs

    By Dobber, January 20, 2023
    • 2 replies
    • 2.1k views
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    • Appleby
    • October 4, 2023

24. Supplemental Roth IRA - need help getting started

    By Guest Spicoli, August 11, 2008
    • 12 replies
    • 9.8k views
    • 
    • K2retire
    • August 20, 2008

25. Supreme Court - Rousey v Jacoway, 03-1407

    By Belgarath, April 4, 2005
    • 8 replies
    • 2.5k views
    • 
    • mbozek
    • April 6, 2005

26. Surviving spouse elections

    By Guest Christine, December 17, 1998
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • December 22, 1998

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

    By Guest Steve Palmer, March 4, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 1999

28. Surviving spouse rollover

    By Guest Steve Palmer, February 4, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2000

29. Surviving Spouse rollover from 401(k) Plan to IRA

    By blue, April 11, 2008
    • 3 replies
    • 2.6k views
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    • Appleby
    • April 12, 2008

30. surviving spouse rollover from qualified plan to inherited IRA?

    By randagulp, October 20, 2014
    • 2 replies
    • 1.5k views
    • 
    • randagulp
    • October 20, 2014

31. Suspected prohibited transaction

    By Gudgergirl, October 2, 2014
    • 4 replies
    • 1.2k views
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    • Belgarath
    • October 3, 2014

32. Suze Orman Roth IRA Show Question

    By Guest mark1967, April 23, 2003
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • April 24, 2003

33. Switching Brokerage

    By Guest dodos, August 18, 2004
    • 1 reply
    • 1.1k views
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    • Appleby
    • August 19, 2004

34. Switching brokerages?

    By Guest marbs69, August 19, 2004
    • 1 reply
    • 983 views
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    • John G
    • August 19, 2004

35. Switching fund types in IRA?

    By Guest guyweldo, February 27, 2006
    • 3 replies
    • 2.8k views
    • 
    • John G
    • February 28, 2006

36. Systematic payments--W-4P

    By Felicia, October 30, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2003

37. T. Rowe Price Capital Appreciation Fund

    By Guest kathye, December 14, 2004
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • December 16, 2004

38. Taking money out

    By Guest gzwick26, March 26, 2007
    • 4 replies
    • 1.6k views
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    • Guest
    • March 26, 2007

39. Taking Roth money to buy farm.

    By Guest Jeff Berlet, January 14, 2001
    • 5 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • January 16, 2001

40. Tangent Issue: New Medicare bill creates Roth-IRA-like Health Savings Account

    By dh003i, December 9, 2003
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • December 9, 2003

41. Target Maturity Funds

    By John G, April 13, 2006
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 14, 2006

42. Tax advantage to a Roth IRA loss?

    By Guest PaulRo, February 19, 2005
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 26, 2005

43. TAX AND PENALTY ON EXCESS CONTRIBUTIONS WITHDRAWN

    By Guest fiy99, February 15, 2001
    • 1 reply
    • 1.9k views
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    • Appleby
    • February 19, 2001

44. Tax Benefit of a Roth IRA

    By Guest LaTishaJoy, January 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • January 4, 2001

45. Tax bracket for years 2,3 and 4 ?

    By Guest Mark R, January 28, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 1999

46. Tax credits

    By Guest kenbehrens, January 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • John G
    • January 14, 2002

47. Tax exemption and Roth IRA eligibility

    By Guest cindylee, April 7, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 7, 2006

48. Tax for early withdraw.

    By Guest davidxwang860, March 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 20, 2002

49. Tax Forms For Roth's

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

50. Tax Free Money

    By Guest Gordon, February 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 28, 1999