IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA to 401K or 401kROTH

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

2. Roth IRA loss and mandatory 10% penalty

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

3. Roth inherited by two sons

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

4. roth ira withdrawal

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

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

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

6. Miscellaneous ROTH questions

   By Guest Everett, April 1, 1999
   • 2 replies
   • 1.2k views
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   • John Olsen
   • April 1, 1999

7. Inheriting IRA questions

   By Guest skh, August 22, 2001
   • 0 replies
   • 1.2k views
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   • Guest
   • August 22, 2001

8. Newcomer to the roth IRA plan

   By Guest McToth, March 14, 2005
   • 2 replies
   • 1.2k views
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   • John G
   • March 14, 2005

9. College Student Trying to Make the Right Decisions

   By Guest akawej, May 3, 2002
   • 1 reply
   • 1.2k views
   • 
   • John G
   • May 3, 2002

10. What must I do if I open a Roth IRA while UNDER the 160,000 salary cap (married, filing jointly) and then later go over this limit?

    By Guest chauntie, January 10, 2004
    • 1 reply
    • 1.2k views
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    • Appleby
    • January 10, 2004

11. Hedge Funds in IRAs

    By Guest LMH, July 12, 1999
    • 1 reply
    • 1.2k views
    • 
    • Bruce Steiner
    • July 13, 1999

12. Taxability of management fees for managed IRAs

    By Guest rkal66, February 6, 2004
    • 1 reply
    • 1.2k views
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    • Appleby
    • February 6, 2004

13. I have creditors calling about my credit. Will they be able to touch

    By Guest leisa, January 3, 2002
    • 2 replies
    • 1.2k views
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    • John G
    • January 4, 2002

14. Can I put my social security income into my ROTH?

    By Guest pineapple1, May 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 7, 2005

15. Roth Disbursment

    By Guest 4thebrdz, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 15, 2005

16. withdrawal of excess contribution to roth IRA

    By Guest phelps, February 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 24, 2004

17. Can spouse IRA go in old rollover IRA?

    By ombskid, September 18, 2007
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2007

18. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • txdd
    • January 5, 2018

19. Converting a Traditional IRA to a Roth

    By Guest moneymike, January 25, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 25, 2002

20. Roth IRA Distributions After 5 Years

    By Guest dnamertz, September 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • September 17, 2007

21. Original Roth contribution withdrawal.

    By Guest brown882, December 6, 2001
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • December 6, 2001

22. Excess contribution to Roth IRA

    By Guest Trirod, January 22, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2003

23. Contributions restricted?

    By SMB, December 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • SMB
    • December 8, 2010

24. Employer Contributions to IRA

    By Guest Thornton, January 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • January 20, 2014

25. Ineligible for a Roth

    By Guest Cyclone, February 18, 2004
    • 4 replies
    • 1.2k views
    • 
    • John G
    • February 19, 2004

26. Must the IRS be notified of contributions to Roth IRA?

    By Guest rondom, April 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • April 13, 2005

27. Strange result? Community property state IRA

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

28. IRA provider withholding funds from account owner post-divorce

    By Carla G., March 15, 2024   

    • divorce
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 16, 2024

29. Both ?

    By Guest sadieelvis, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • February 1, 2005

30. Need Advise.

    By Guest DavidINNC, June 30, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • June 30, 2005

31. Early Withdrawal - First time Homeowner

    By Guest kare8ear22, January 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • JAMES PATRICK
    • January 9, 2003

32. Multiple IRAs

    By Guest JTGT, July 12, 2002
    • 1 reply
    • 1.2k views
    • 
    • Michael Devault
    • July 12, 2002

33. Draft 8606- Still no Rollover of after-tax from QP

    By Appleby, May 25, 2005
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • May 26, 2005

34. IRA Minimum Required Distributions

    By MarZDoates, August 6, 2002
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • August 6, 2002

35. Load Versus No Load

    By Guest wobber, April 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 14, 2003

36. UBTI in IRA

    By Guest TPALona, April 24, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 25, 2014

37. 60 day loan from IRA with a catch...

    By Guest Doogie61, March 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 27, 2010

38. Wife's Eligability

    By Guest Ralphbz, October 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2001

39. Rollover to Roth IRA

    By Guest mkelly, January 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • January 7, 2002

40. New IRA rules?

    By Michael Devault, January 24, 2000
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 24, 2000

41. When is a Person a Disqualified Person? 24%? 49%? of Stock in IRA

    By Guest wdallas, January 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2005

42. Roth IRA for children?

    By Guest magcpa, November 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • John G
    • November 21, 2002

43. Roth IRA -- 2003 excess applied as a 2004 contribution.

    By katieinny, May 25, 2004
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • June 4, 2004

44. Beneficiary is estate

    By Felicia, August 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • August 3, 2004

45. roth conversions

    By Guest bob1, April 14, 2006
    • 3 replies
    • 1.2k views
    • 
    • John G
    • April 14, 2006

46. ROTH IRA Question

    By Guest emccarty, March 30, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 31, 2004

47. Additional Roth IRa

    By Guest Woolley1, April 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 25, 2006

48. Roth IRA and Self-Dealing

    By Guest TCD1, December 27, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 27, 2012

49. inheriting two IRA accounts from the same spouse

    By Ron Torgesen, October 25, 2021
    • 4 replies
    • 1.2k views
    • 
    • Ron Torgesen
    • October 30, 2021

50. All questions and no answers at the moment...

    By Guest 007webgod, November 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • John G
    • November 18, 2003