IRAs and Roth IRAs

3,120 topics in this forum

1. In kind distributions

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

2. Beneficiary naming Benficiary

   By Guest LMH, July 20, 1999
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • October 19, 1999

3. Ineligible custodian

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

4. Extended Distributions to IRA Beneficiaries

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

5. Hedge Funds in IRAs

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

6. Converting from 401K to Roth IRA

   By Guest AmyS, July 10, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 19, 1999

7. Proposed increase to contribution limits

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

8. 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

9. Early Withdrawal Penalty on ROTH Conversion?

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

10. State Tax Withholding - Any Recommendations on software?

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

11. Age Restriction

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

12. Educational IRAs - LRMs or Opinion Letter Procedure

    By Guest Amy Erlbacher Anderson, July 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2004

13. Roth Investment in Sub S Corp

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

14. 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

15. IRA Prototype Language

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

16. Traditional IRA that lost value, then converted.

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

17. Looking for Explanation of Roth Conversion Tax Penalty.

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

18. substantial equal periodic payments

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

19. Roth IRA & Company 401k

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

20. Starting a Roth IRA

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

21. IRA and Post-Nuptial Agreement

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

22. IRA's and Protection from Creditors

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

23. Saving for a first home with a Roth IRA

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

24. Converting Annuities to IRA

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

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

    By Guest Goodnews, June 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 19, 1999

26. 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

27. Required Minimum Distributions

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

28. Which trust company will hold non-traded stock?

    By Guest PeterGulia, June 17, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • July 18, 2000

29. IRA payments to child treated as paymnents to spouse

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

30. Withdrawal of Roth Contributions

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

31. Rollover consisting of real property

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

32. Define "first home"

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

33. 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

34. Foreign Certification

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

35. Recharacterization due to loss

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

36. 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

37. 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

38. 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

39. The impact of roth ira on canadian retirement accounts

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

40. IRA in one spouse name only.

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

41. Getting married and increasing income - Roth?

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

42. Loans as an investment in a IRA

    By Guest SPollock, May 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 1999

43. Roth IRAs--IRS Admits Rules were incorrect

    By Guest Christine, May 27, 1999
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • May 27, 1999

44. Borrowing against an IRA

    By Guest SPollock, May 27, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

45. Message Board Milestone

    By Guest David Hammond SRS, May 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 1999

46. Benifits of a Roth IRA for children's education.

    By Guest Gary Pescrillo, May 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • May 25, 1999

47. Roth IRA Beginner: Help!

    By Guest CCCarter, May 25, 1999
    • 4 replies
    • 1.7k views
    • 
    • John G
    • May 25, 1999

48. Problems with IRA custodians/trustees with beneficiary designations

    By Bruce Steiner, May 25, 1999
    • 6 replies
    • 3.4k views
    • 
    • Bruce Steiner
    • May 30, 1999

49. Contributions that bypass IRA trustee and go directly to mutual funds

    By Guest T Hoffman, May 21, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • May 24, 1999

50. Tax implication of Recharacterization once 4 year spreadinghas been se

    By Guest Bob E, May 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • May 21, 1999