IRAs and Roth IRAs

3,118 topics in this forum

1. Some simple questions from a newbie

   By Guest MJPK, May 7, 2005
   • 2 replies
   • 1.2k views
   • 
   • John G
   • May 8, 2005

2. roth and annuties

   By Guest bob1, June 27, 2008
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • June 27, 2008

3. retired and looking to open a Roth Ira

   By Guest fastfreddy066, March 15, 2005
   • 1 reply
   • 1.2k views
   • 
   • John G
   • March 15, 2005

4. Proposed increase to contribution limits

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

5. Can you rechar Trad IRA contribution into SIMPLE IRA?(Trad contrib made in 2003; rechar to take place b4 yr end....

   By Guest amfam2, November 20, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • November 21, 2003

6. ROTH IRA - Tax reporting on stocks sold at a loss in 2004

   By Guest sugarcrash, March 19, 2005
   • 1 reply
   • 1.2k views
   • 
   • John G
   • March 20, 2005

7. General Questions

   By Guest Layla, August 6, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 6, 2001

8. First-time visitor: Roth IRAs

   By Guest NnWylie, December 2, 2004
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • December 3, 2004

9. Roth IRAs and testing periods

   By Guest needs help, April 20, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 20, 2009

10. FY2003 ROTH IRA Contribution

    By Guest dcentguy, April 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 19, 2005

11. I'm 21, have a SMALL templeton fund, and need guidance...

    By Guest Nanotech9, November 2, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • November 4, 2002

12. Changing IRA to Roth IRA after retirement

    By Guest Evergrn76, October 16, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2002

13. Questions Inhertied IRA revised

    By Guest mmoore1198@hotmail.com, March 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 26, 2011

14. Inherited IRA

    By Guest rondom, April 5, 2005
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 6, 2005

15. Nonmarketable investment distributions and Roth conversion

    By Guest djph, September 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2009

16. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 18, 2001

17. Using Stock Options in a self-directed Roth

    By Guest GeneJ, January 4, 2005
    • 4 replies
    • 1.2k views
    • 
    • John G
    • January 7, 2005

18. Form or RMD from IRA

    By Guest tcunagin, December 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 23, 2002

19. 72t dates

    By Guest bob1, April 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • basumukherji
    • April 17, 2004

20. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • txdd
    • January 5, 2018

21. Just discovered 1998 Roth conversion was not completed.

    By Guest Steve Palmer, March 13, 2000
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 14, 2000

22. IRS Announces Pension Plan Limitations for 2007

    By Appleby, October 19, 2006
    • 0 replies
    • 1.2k views
    • 
    • Appleby
    • October 19, 2006

23. IRA limits

    By Guest benefitsanalyst, October 1, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 1, 2002

24. Reporting Roth Conversions/Recharacterizations

    By Guest McCarthy, January 26, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 26, 2000

25. designated roth contribution

    By Belgarath, March 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 14, 2011

26. Seeking Clarification on Roth IRA Withdrawal

    By Guest wdb, September 14, 2004
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 14, 2004

27. IRA Beneficiary

    By Guest PB&J, May 20, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 20, 2005

28. Early withdraws?

    By Guest sillyswany, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 4, 2004

29. Taxes on death?

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

30. IRA payments to child treated as paymnents to spouse

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

31. past service credit

    By Felicia, March 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • March 4, 2003

32. Opening a ROTH IRA

    By Guest Michellie, January 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 23, 2002

33. IRS Announces IRA and Pension Plan Limits

    By Appleby, October 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • October 19, 2012

34. Conversion to Roth IRA

    By Cynchbeast, December 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Cynchbeast
    • December 26, 2012

35. Divide IRA to satisfy support obligation

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

36. Trad. IRA vs Roth IRA

    By Guest ISK, September 13, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 13, 2005

37. Filing status affecting Roth IRA contributions

    By Guest ragdoll, April 24, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2002

38. Should I convert to a Roth?

    By Guest ac_onion, August 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • John G
    • August 10, 2003

39. Borrowing from Roth

    By Guest jeable, April 18, 2014
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 12, 2014

40. State Conformity and EGTRRA

    By Guest TaxBill, June 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • June 14, 2002

41. Can I roll one Roth account into another Roth?

    By Guest mslish, October 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2003

42. levy of a roth

    By Guest vet, July 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • July 29, 2004

43. Custodian ignores requests to rollover

    By Guest gasmac, February 14, 2009
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 16, 2009

44. Can wages earned in a correction facility be contributed to an IRA account

    By Guest amyo1234, November 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • November 11, 2004

45. Roth IRA Loss and Write Off

    By TexasOffroad, February 12, 2016
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 15, 2016

46. Suspected prohibited transaction

    By Gudgergirl, October 2, 2014
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • October 3, 2014

47. Getting rid of my $ Planner. What to do with Roth?

    By Guest kstealth25, October 29, 2002
    • 4 replies
    • 1.2k views
    • 
    • John G
    • October 31, 2002

48. IRAs and Tax Waivers

    By Guest KJTopper, May 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 17, 2006

49. Late transfer.

    By Guest Wiggins, September 12, 2004
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 14, 2004

50. IRA and annuity contract

    By nancy, October 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • October 22, 2002