IRAs and Roth IRAs

3,118 topics in this forum

1. 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
   • 
   • Appleby
   • January 10, 2004

2. Newcomer to the roth IRA plan

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

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

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

4. 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

5. Miscellaneous ROTH questions

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

6. Hedge Funds in IRAs

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

7. Inheriting IRA questions

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

8. 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

9. Original Roth contribution withdrawal.

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

10. Taxability of management fees for managed IRAs

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

11. Converting a Traditional IRA to a Roth

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

12. withdrawal of excess contribution to roth IRA

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

13. Roth Disbursment

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

14. 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

15. Excess contribution to Roth IRA

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

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

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

17. Employer Contributions to IRA

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

18. Multiple IRAs

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

19. Ineligible for a Roth

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

20. Early Withdrawal - First time Homeowner

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

21. Need Advise.

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

22. New IRA rules?

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

23. Beneficiary is estate

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

24. IRA Minimum Required Distributions

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

25. Wife's Eligability

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

26. College Student Trying to Make the Right Decisions

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

27. ROTH IRA Question

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

28. Both ?

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

29. Roth IRA Distributions After 5 Years

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

30. Roth IRA for children?

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

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

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

32. Contributions restricted?

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

33. Roth IRA is better than regular IRA?

    By Guest enigmaaaaa, December 29, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • December 29, 2003

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

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

35. Additional Roth IRa

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

36. 60 day loan from IRA with a catch...

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

37. 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

38. UBTI in IRA

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

39. Rollover to Roth IRA

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

40. 401k-ira-roth ira

    By Guest friardave, April 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 18, 2005

41. roth conversions

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

42. Roth IRA and Self-Dealing

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

43. Strange result? Community property state IRA

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

44. IRA and Roth Resource

    By Guest hkmoye, April 27, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 27, 2000

45. One $5,000. contribution in January?

    By Guest Gracey, November 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • John G
    • January 4, 2013

46. Should hub and I put $8000 into a trad. IRA for 2006?

    By Guest ctfudge07, January 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2007

47. Can the Roth plan be rescinded?

    By Guest jd175, October 1, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2002

48. Can spouse IRA go in old rollover IRA?

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

49. Some simple questions from a newbie

    By Guest MJPK, May 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 8, 2005

50. Gift from one IRA to another

    By JRG, April 28, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 6, 2010