IRAs and Roth IRAs

3,118 topics in this forum

1. Tax impact of Traditional to Roth IRA Rollover

   By Guest akscott, February 15, 2004
   • 2 replies
   • 1.1k views
   • 
   • John G
   • February 17, 2004

2. Tax Impact on IRA Distribution

   By Guest WendyE79, July 29, 2004
   • 6 replies
   • 1.8k views
   • 
   • Belgarath
   • July 30, 2004

3. 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

4. Tax implications for 1999 conversion to Roth

   By Guest lynnsmorada, January 21, 2000
   • 1 reply
   • 1.4k views
   • 
   • John G
   • January 21, 2000

5. Tax Implications of a ROTH IRA Conversion

   By Guest Kingsley, March 14, 2000
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 15, 2000

6. TAX Implications of Abandoning 'Green Card'

   By Yesnam, October 18, 2009
   • 2 replies
   • 7k views
   • 
   • Guest
   • June 26, 2010

7. Tax implications of Green card abandonment

   By srini, March 22, 2018   

   • green card
   • tax
   • 1 reply
   • 2.6k views
   • 
   • Jamin' JROD
   • March 22, 2018

8. Tax Implications of Roth Conversion

   By Guest jimh, February 23, 2002
   • 1 reply
   • 1.4k views
   • 
   • John G
   • February 25, 2002

9. Tax on Roth Conversion from non-deduct 1997 IRA

   By Guest bbrian, February 19, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 19, 1999

10. Tax on Roth Conversion problem

    By Guest Yan, March 13, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 1999

11. Tax Payments on Converted Roth IRA

    By Guest yzheng, April 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 1999

12. Tax penalties for Roth IRA's

    By Guest jajaboo, November 6, 2003
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • November 8, 2003

13. tax penalty first year

    By Guest Carl, December 7, 1998
    • 4 replies
    • 1.8k views
    • 
    • kocak
    • December 16, 1998

14. TAX PROBLEMS ARISING WHEN SURVIVING SPOUSE BECOMES SOLE OWNER AND BENE

    By Guest d wade, October 8, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • October 10, 1999

15. Tax Results of Sale of Appreciated Property to or From Own IRA

    By Guest Kevin A. Wiggins, December 5, 2003
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 2003

16. Tax treatment for class action settlement from stock in an IRA?

    By Guest rkal66, October 24, 2004
    • 1 reply
    • 4.7k views
    • 
    • JAMES PATRICK
    • October 25, 2004

17. Tax treatment of Roth IRA gains involving excess contributions

    By Guest uneek, April 2, 2006
    • 5 replies
    • 1.8k views
    • 
    • John G
    • April 7, 2006

18. tax treatment Upon closing

    By Guest prithvi, October 29, 2004
    • 1 reply
    • 1k views
    • 
    • dh003i
    • October 29, 2004

19. Tax-free rollover eligibility?

    By Guest e_d_roberts, March 28, 2000
    • 2 replies
    • 1.6k views
    • 
    • John A
    • March 30, 2000

20. Tax/penalty treatment of conversion amts after five yrs, before 59.5?

    By Guest ncarl55469, January 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Kathy
    • January 4, 1999

21. Taxability of management fees for managed IRAs

    By Guest rkal66, February 6, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • February 6, 2004

22. Taxable amount of conversions

    By Guest skrambo, April 10, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 1999

23. taxable distributions?

    By Guest bob1, March 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • March 20, 2007

24. Taxable Income

    By Guest Dawn Thomas, September 19, 2001
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 19, 2001

25. Taxable IRA Distributions

    By Guest Al Schut, March 23, 2000
    • 1 reply
    • 1.3k views
    • 
    • John Olsen
    • March 23, 2000

26. Taxable portion of non-qualified Roth distribution

    By Guest grecb1, February 16, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • February 20, 2001

27. Taxable Roth Dividend

    By Yesnam, February 26, 2012
    • 7 replies
    • 1.9k views
    • 
    • Borsley
    • March 7, 2012

28. Taxation at Death for a ROTH IRA

    By Guest SPollock, July 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

29. Taxation of Universal Life Insurance - should an ownership change be t

    By Guest Nadine, October 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • Michael Devault
    • October 4, 2001

30. Taxation on conversion to Roth IRA

    By MoShawn, August 4, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • August 5, 2010

31. Taxation on Pre and Post Tax Contributions in IRA

    By Guest Twinky, October 13, 2006
    • 5 replies
    • 6.3k views
    • 
    • Guest
    • October 18, 2006

32. TAXES FOR A ROTH IRA BENEFICIARY

    By Guest CPoulosky, May 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • Fred Payne
    • May 25, 2001

33. Taxes on converted IRA

    By Guest KATE, March 15, 1999
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • March 17, 1999

34. Taxes on death?

    By Guest ljcurranuk, March 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • March 21, 2005

35. Taxes on Roth Conversion

    By Guest GeorgeB, March 17, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 17, 1999

36. Taxes on Roth Withdrawal.

    By Guest jgs123, December 11, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2000

37. Taxes, purchase/redemption fees & Roth IRA

    By Guest TnGuy, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 25, 2006

38. Taxes/penalties on conversion to Roth

    By Guest Lyric, March 21, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 1999

39. Taxing of an IRA-Roth conversion

    By Michael Devault, May 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2000

40. Teachers' Deferred Saving Plan to Roth

    By Guest gctatter, June 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • John G
    • June 17, 2003

41. Terminated Roth with Losses

    By Guest fsokolowski, October 21, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • October 23, 2001

42. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 2.6k views
    • 
    • austin3515
    • June 23, 2017

43. terminating Simple IRA

    By 52626, February 18, 2015
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 18, 2015

44. Termination of IRA

    By Guest Stevo, February 1, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 1, 2001

45. Termination of SIMPLE IRA

    By Guest Christine, August 13, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 1999

46. thanks bpicker...ok..if no penalty on pre 59 1/2 ........

    By Guest rick123, February 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • February 5, 2002

47. The 5 Year Roth Clock

    By Guest Mart89in, December 9, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 10, 1998

48. The four-year spread -- can you use it "piecemneal"?

    By Guest Charlene Ives, March 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 22, 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. The Pros & Cons of Sub-accounts and No-loads

    By Guest kathye, December 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • December 6, 2004