IRAs and Roth IRAs

3,118 topics in this forum

1. Can monies be withdrawn from the Roth Ira to pay for College expenses?

   By Guest jmystery, October 23, 2000
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • October 23, 2000

2. Contributing to Roth IRA Conversion

   By Guest kblsnbts, May 30, 2003
   • 1 reply
   • 1.7k views
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   • John G
   • May 30, 2003

3. Any Good Mutual Fund Ideas?

   By Guest bigz67, December 3, 2003
   • 1 reply
   • 1.6k views
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   • dh003i
   • December 4, 2003

4. What is included in (MAGI)?

   By Guest BThaler, December 5, 1998
   • 1 reply
   • 2.1k views
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   • BPickerCPA
   • December 6, 1998

5. Do I report my Roth contributions on Form 8606?

   By Guest Karen Beegs, February 19, 2000
   • 1 reply
   • 1.7k views
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   • Kathy
   • February 21, 2000

6. Question Re: contribution limits to Roth IRA (AGI)

   By Guest aa_cliff, February 9, 2001
   • 1 reply
   • 1.6k views
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   • Appleby
   • February 9, 2001

7. Roth IRA Disability Income

   By Guest Mary Rinaldi, May 14, 2002
   • 1 reply
   • 2k views
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   • papogi
   • May 14, 2002

8. Required Minimum Distributions

   By Guest Christine, April 14, 1999
   • 1 reply
   • 1.4k views
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   • Guest
   • April 15, 1999

9. IRA for Minors Overseas

   By Michael Devault, February 22, 2000
   • 1 reply
   • 1.4k views
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   • Guest
   • February 22, 2000

10. Do distributions from a Roth IRA count as "tax-exempt interest&qu

    By Guest stevied10, November 14, 2000
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • November 14, 2000

11. Reporting K-1 information for IRA

    By Guest JeanneRenfinancial, August 9, 2010
    • 1 reply
    • 1.8k views
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    • Guest
    • September 3, 2010

12. 4 year spread, cut short

    By Guest AHUGHES, December 6, 1998
    • 1 reply
    • 1.8k views
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    • BPickerCPA
    • December 7, 1998

13. Educational IRA???

    By Guest maryestes, April 15, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • April 15, 1999

14. May a non-resident contribute to Roth IRA?

    By Guest Daniel2, February 22, 2000
    • 1 reply
    • 3.2k views
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    • Michael Devault
    • February 22, 2000

15. losses in Roth IRA

    By Guest dcf, November 11, 2002
    • 1 reply
    • 1.1k views
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    • Guest
    • November 11, 2002

16. Funding QTIP with traditional IRA

    By Guest AmyK, October 23, 2001
    • 1 reply
    • 2k views
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    • Mary Kay Foss
    • October 24, 2001

17. Roth IRA versus Mutual Fund for College Exp.

    By Guest jbangs, February 25, 2000
    • 1 reply
    • 1.5k views
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    • John G
    • February 27, 2000

18. Can New RMD Rules be used by beneficiary?

    By Guest Shelton, January 14, 2002
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • January 15, 2002

19. Mid cap?

    By Guest enigmaaaaa, December 21, 2003
    • 1 reply
    • 1.1k views
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    • Guest
    • December 22, 2003

20. RMD's, Excise taxes and "exceptions"

    By Demosthenes, December 15, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • December 19, 2004

21. Simple IRAs and Roth IRAs

    By Guest redhead_7561, December 26, 2001
    • 1 reply
    • 1.3k views
    • 
    • JAMES PATRICK
    • December 27, 2001

22. Recharacterization of Roth Conversion

    By Bruce Steiner, February 27, 2000
    • 1 reply
    • 1.8k views
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    • John G
    • February 27, 2000

23. Early withdrawal of Roth-IRA. Penalties?

    By Guest kherman, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2002

24. Converting 401(k) to Roth in a zero-earned-income year. Goal: use up itemized deductions and child tax credit.

    By Guest mku, December 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • December 4, 2003

25. Catch Up Contributions

    By DP, December 29, 2006
    • 1 reply
    • 1.1k views
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    • Appleby
    • December 29, 2006

26. Roth IRA Conversion tax payments

    By Guest Cleveland Matt, November 25, 2009
    • 1 reply
    • 2.1k views
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    • jevd
    • November 27, 2009

27. Divide IRA to satisfy support obligation

    By Guest QDROs, April 26, 2011
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • April 26, 2011

28. Convert to Roth IRA then MAGI is over $100K

    By Guest BillR, December 7, 1998
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • December 8, 1998

29. Minimum Deposit Required for ROTH

    By Guest Jamie R. Bingaman, February 28, 2000
    • 1 reply
    • 1.5k views
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    • John G
    • February 28, 2000

30. Spouse Beneficiary

    By Guest Penny40, May 9, 2003
    • 1 reply
    • 957 views
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    • Appleby
    • May 9, 2003

31. Advice about moving traditional IRA abroad

    By Guest kbrooks, February 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • John G
    • February 4, 2011

32. conversion from 401(k)

    By Guest jd, December 8, 1998
    • 1 reply
    • 2.4k views
    • 
    • BPickerCPA
    • December 8, 1998

33. IRA Beneficiaries

    By Guest JBS, June 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • BPickerCPA
    • June 17, 2003

34. Moving to a new fund - like to know if it matters when I convert?

    By Guest quaspro, November 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 3, 2004

35. Just getting started (Moved post)

    By Guest kathye, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 23, 2004

36. IRA rollover contains excess contribution

    By Guest mopar, March 17, 2008
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • March 21, 2008

37. Self-Directed Roth IRA Valuation

    By Guest walter3ca, January 12, 2009
    • 1 reply
    • 1.6k views
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    • John G
    • January 13, 2009

38. Trust beneficiary & minimum distributions

    By Guest ndgal, December 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 7, 2000

39. non-qualified distributions of contributions

    By Guest john fitz, December 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 28, 2001

40. SEP IRA to IRA

    By Guest JasonMC, January 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 15, 2002

41. Recharacterize Roth or Withdrawal?

    By Guest jkr, March 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 20, 2002

42. Roth IRAs and SEP IRAs

    By Guest patdools, April 3, 2002
    • 1 reply
    • 1.4k views
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    • Appleby
    • April 4, 2002

43. Transfer After-Tax Retirement Funds to Roth?

    By Guest Bill Buschmeier, February 29, 2000
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • March 1, 2000

44. Lost IRA

    By Guest MidwestGirl, March 19, 2002
    • 1 reply
    • 1.8k views
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    • John G
    • March 19, 2002

45. Can I setup a Roth for a 1yr old child

    By Guest nbohra, December 8, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 9, 1998

46. Non-residents and Roth IRA's

    By Guest csimon2799, March 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 3, 2001

47. Were can I find Roth IRA rates?

    By Guest Ben Merritt, April 12, 2001
    • 1 reply
    • 1.5k views
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    • John G
    • April 12, 2001

48. New to Roth IRA, eyeing Templeton World A.

    By Guest liza, February 4, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • February 13, 2004

49. ROTH IRA and 401(K)

    By Guest crads4s, December 8, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 9, 1998

50. Maximum Income for Roth IRA contribution

    By Guest Yan, April 24, 1999
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • April 25, 1999