IRAs and Roth IRAs

3,120 topics in this forum

1. Application of IRC 408(g)

   By J2D2, December 20, 2011
   • 1 reply
   • 2.2k views
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   • mbozek
   • December 20, 2011

2. Cash Contributions

   By Guest curious023, December 5, 1998
   • 1 reply
   • 1.8k views
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   • BPickerCPA
   • December 6, 1998

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 Can monies be withdrawn from the Roth Ira to pay for College expenses?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

4. 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

5. Any Good Mutual Fund Ideas?

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

6. What is included in (MAGI)?

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

7. 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

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

   By Guest aa_cliff, February 9, 2001
   • 1 reply
   • 1.7k views
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   • Appleby
   • February 9, 2001

9. Roth IRA Disability Income

   By Guest Mary Rinaldi, May 14, 2002
   • 1 reply
   • 2.1k views
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   • papogi
   • May 14, 2002

10. Required Minimum Distributions

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

11. IRA for Minors Overseas

    By Michael Devault, February 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 22, 2000

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

    By Guest stevied10, November 14, 2000
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • November 14, 2000

13. Reporting K-1 information for IRA

    By Guest JeanneRenfinancial, August 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 3, 2010

14. 4 year spread, cut short

    By Guest AHUGHES, December 6, 1998
    • 1 reply
    • 1.9k views
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    • BPickerCPA
    • December 7, 1998

15. Educational IRA???

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

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

    By Guest Daniel2, February 22, 2000
    • 1 reply
    • 3.3k views
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    • Michael Devault
    • February 22, 2000

17. losses in Roth IRA

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

18. Funding QTIP with traditional IRA

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

19. Roth IRA versus Mutual Fund for College Exp.

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

20. Can New RMD Rules be used by beneficiary?

    By Guest Shelton, January 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 15, 2002

21. Mid cap?

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

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

    By Demosthenes, December 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • December 19, 2004

23. Simple IRAs and Roth IRAs

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

24. Recharacterization of Roth Conversion

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

25. Early withdrawal of Roth-IRA. Penalties?

    By Guest kherman, November 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 13, 2002

26. 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

27. Catch Up Contributions

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

28. Roth IRA Conversion tax payments

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

29. Divide IRA to satisfy support obligation

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

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

    By Guest BillR, December 7, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 8, 1998

31. Minimum Deposit Required for ROTH

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

32. Spouse Beneficiary

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

33. Advice about moving traditional IRA abroad

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

34. conversion from 401(k)

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

35. IRA Beneficiaries

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

36. 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

37. Just getting started (Moved post)

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

38. IRA rollover contains excess contribution

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

39. Self-Directed Roth IRA Valuation

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

40. Trust beneficiary & minimum distributions

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

41. non-qualified distributions of contributions

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

42. SEP IRA to IRA

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

43. Recharacterize Roth or Withdrawal?

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

44. Roth IRAs and SEP IRAs

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

45. Transfer After-Tax Retirement Funds to Roth?

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

46. Lost IRA

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

47. 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

48. Non-residents and Roth IRA's

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

49. Were can I find Roth IRA rates?

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

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

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