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IRAs and Roth IRAs

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3,123 topics in this forum

  1. Distribution and conversion reported in different tax years.

    By Guest td,
    • 1 reply
    • 1.4k views

  2. Multiple IRA beneficiaries

    By Guest Rick,
    • 1 reply
    • 1.8k views

  3. Partial Conversions

    By John G,
    • 2 replies
    • 1.5k views

  4. 1998 Recharacterization Question/problem

    By Guest Lee D,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  5. IRA death distributions

    By Guest Denise Murphy,
    • 6 replies
    • 1.6k views

  6. Roth Recharacterization Question.

    By Guest Mike C,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  7. Another Roth Recharacterization

    By Bruce Steiner,
    • 0 replies
    • 1.4k views

  8. Taxation at Death for a ROTH IRA

    By Guest SPollock,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

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

    By Guest lifeweb,
    • 2 replies
    • 3.1k views

  10. increasing limits on roth

    By Guest bill white,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

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

    By Guest frustrated,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  12. In kind distributions

    By Guest Christine,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  13. Ineligible custodian

    By Guest rim,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  14. Extended Distributions to IRA Beneficiaries

    By Guest SPollock,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  15. Converting from 401K to Roth IRA

    By Guest AmyS,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  16. Hedge Funds in IRAs

    By Guest LMH,
    • 1 reply
    • 1.3k views

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

    By Guest Alexander,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  18. Proposed increase to contribution limits

    By Guest peterpeter,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

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

    By Guest Edward McElroy,
    • 2 replies
    • 1.4k views

  20. Age Restriction

    By Guest Nate Haines,
    • 3 replies
    • 1.5k views

  21. Early Withdrawal Penalty on ROTH Conversion?

    By Guest David Hammond SRS,
    • 1 reply
    • 1.6k views

  22. Roth Investment in Sub S Corp

    By Guest David Graves,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  23. State Tax Withholding - Any Recommendations on software?

    By Guest irajlen,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  24. IRA Prototype Language

    By Guest StanJacobson,
    • 7 replies
    • 2.8k views
    • Guest
    • Guest

  25. RMD when IRA tranferred to different provider.

    By Guest Thornton,
    • 6 replies
    • 2.8k views
    • Guest
    • Guest

  26. Saving for a first home with a Roth IRA

    By Guest Darcy,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  27. Traditional IRA that lost value, then converted.

    By Guest Ken L,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  28. substantial equal periodic payments

    By Guest christie,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  29. Looking for Explanation of Roth Conversion Tax Penalty.

    By Guest jmwskw,
    • 1 reply
    • 1.3k views

  30. Roth IRA & Company 401k

    By Guest jimbo,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  31. Starting a Roth IRA

    By Guest P A Weick,
    • 2 replies
    • 1.5k views

  32. IRA and Post-Nuptial Agreement

    By Guest drdcreek,
    • 1 reply
    • 2.6k views

  33. IRA's and Protection from Creditors

    By Guest jason,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

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

    By Guest Jenny E,
    • 1 reply
    • 1.4k views

  35. Converting Annuities to IRA

    By Guest jimheil,
    • 1 reply
    • 1.5k views

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

    By Guest Goodnews,
    • 1 reply
    • 1.4k views

  37. Required Minimum Distributions

    By Guest StanJacobson,
    • 1 reply
    • 1.5k views

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

    By Guest Kingman,
    • 6 replies
    • 1.7k views

  39. IRA payments to child treated as paymnents to spouse

    By Guest Parker,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  40. Withdrawal of Roth Contributions

    By Guest jsexton9,
    • 1 reply
    • 1.3k views

  41. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar,
    • 4 replies
    • 3.7k views

  42. Getting married and increasing income - Roth?

    By Guest britishrn,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  43. Rollover consisting of real property

    By Guest kaybe,
    • 1 reply
    • 1.4k views

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

    By Guest breezer,
    • 2 replies
    • 1.3k views

  45. Define "first home"

    By Guest Advncedtek,
    • 2 replies
    • 1.5k views

  46. Recharacterization due to loss

    By Guest dhoff,
    • 2 replies
    • 1.6k views

  47. Foreign Certification

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

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

    By Guest megsdad,
    • 3 replies
    • 2.2k views

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

    By Guest Bernard,
    • 2 replies
    • 1.5k views

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

    By Guest jmwskw,
    • 2 replies
    • 1.5k views
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