IRAs and Roth IRAs

3,121 topics in this forum

1. Partial Conversions

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

2. 1998 Recharacterization Question/problem

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

3. IRA death distributions

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

4. Roth Recharacterization Question.

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

5. Another Roth Recharacterization

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

6. Taxation at Death for a ROTH IRA

   By Guest SPollock, July 29, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 29, 1999

7. 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

8. increasing limits on roth

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

9. What is included in the modified AGI for Roth Conversions?

   By Guest frustrated, April 18, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 22, 1999

10. In kind distributions

    By Guest Christine, July 22, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 22, 1999

11. Ineligible custodian

    By Guest rim, July 14, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 20, 1999

12. Extended Distributions to IRA Beneficiaries

    By Guest SPollock, July 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 1999

13. Converting from 401K to Roth IRA

    By Guest AmyS, July 10, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 19, 1999

14. Hedge Funds in IRAs

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

15. Removing contribution from Roth IRA due to lack of eligibility: when a

    By Guest Alexander, July 3, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 10, 1999

16. Proposed increase to contribution limits

    By Guest peterpeter, July 10, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 10, 1999

17. IRS PLR On IRA Distributions to Multiple Beneficiaries from IRA Subacc

    By Guest Edward McElroy, July 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Bruce Steiner
    • July 9, 1999

18. Age Restriction

    By Guest Nate Haines, July 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • July 9, 1999

19. Early Withdrawal Penalty on ROTH Conversion?

    By Guest David Hammond SRS, July 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • July 8, 1999

20. Roth Investment in Sub S Corp

    By Guest David Graves, July 5, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 8, 1999

21. State Tax Withholding - Any Recommendations on software?

    By Guest irajlen, July 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 8, 1999

22. IRA Prototype Language

    By Guest StanJacobson, June 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 2, 1999

23. RMD when IRA tranferred to different provider.

    By Guest Thornton, May 4, 1999
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • July 2, 1999

24. Saving for a first home with a Roth IRA

    By Guest Darcy, June 21, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 2, 1999

25. Traditional IRA that lost value, then converted.

    By Guest Ken L, June 27, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 1999

26. substantial equal periodic payments

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

27. Looking for Explanation of Roth Conversion Tax Penalty.

    By Guest jmwskw, June 26, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 27, 1999

28. Roth IRA & Company 401k

    By Guest jimbo, June 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 25, 1999

29. Starting a Roth IRA

    By Guest P A Weick, June 24, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 24, 1999

30. IRA and Post-Nuptial Agreement

    By Guest drdcreek, June 24, 1999
    • 1 reply
    • 2.6k views
    • 
    • John G
    • June 24, 1999

31. IRA's and Protection from Creditors

    By Guest jason, June 22, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 23, 1999

32. Estate Tax Valuation of decedent's community interest in survivor's IR

    By Guest Jenny E, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • John Olsen
    • June 20, 1999

33. Converting Annuities to IRA

    By Guest jimheil, June 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • John Olsen
    • June 19, 1999

34. Which is best for a YOUNG investor, Roth IRA, or IRA?

    By Guest Goodnews, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • June 19, 1999

35. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • June 18, 1999

36. Recharacterizing a contribution - as opposed to a conversion.

    By Guest Kingman, May 19, 1999
    • 6 replies
    • 1.7k views
    • 
    • BPickerCPA
    • June 17, 1999

37. IRA payments to child treated as paymnents to spouse

    By Guest Parker, June 15, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 1999

38. Withdrawal of Roth Contributions

    By Guest jsexton9, June 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 15, 1999

39. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar, April 10, 1999
    • 4 replies
    • 3.6k views
    • 
    • BPickerCPA
    • June 13, 1999

40. Getting married and increasing income - Roth?

    By Guest britishrn, June 2, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 1999

41. Rollover consisting of real property

    By Guest kaybe, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • June 11, 1999

42. Do I have additional time under final regs to convert from IRA to Roth

    By Guest breezer, June 11, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • June 11, 1999

43. Define "first home"

    By Guest Advncedtek, June 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 11, 1999

44. Recharacterization due to loss

    By Guest dhoff, June 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • June 10, 1999

45. Foreign Certification

    By Guest P A Weick, June 10, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 1999

46. Can after-tax money in a 401K plan be rolled over (NOT converted) to a

    By Guest megsdad, June 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • June 8, 1999

47. Do I pay Income TAX on Capital Gains/Dividens etc. made in a ROTH?

    By Guest Bernard, June 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 7, 1999

48. I'm so Confused about Roth Conversion-Pls. Help!

    By Guest jmwskw, June 4, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • June 4, 1999

49. The impact of roth ira on canadian retirement accounts

    By Guest Pully, June 4, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 4, 1999

50. IRA in one spouse name only.

    By Guest SWynn, June 2, 1999
    • 2 replies
    • 1.9k views
    • 
    • John G
    • June 3, 1999