IRAs and Roth IRAs

3,118 topics in this forum

1. Borrowing against an IRA

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

2. Message Board Milestone

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

3. Roth IRA Beginner: Help!

   By Guest CCCarter, May 25, 1999
   • 4 replies
   • 1.6k views
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   • John G
   • May 25, 1999

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

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

5. Can an Estate complete the rollover of the decedent if done before clo

   By Guest blaster, May 20, 1999
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • May 24, 1999

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

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

7. Deceased named living trust as designated beneficiary of IRA...how to

   By Guest le190, March 22, 1999
   • 15 replies
   • 2.6k views
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   • Bruce Steiner
   • May 24, 1999

8. 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

9. Roth IRA used to fund Trust

   By Guest rjbuys, May 19, 1999
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • May 21, 1999

10. Combining Roth IRAs

    By Guest Keith Woods, May 19, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 20, 1999

11. Simultaneous Death Laws and IRA Beneficiaries

    By Guest David Hammond SRS, May 12, 1999
    • 8 replies
    • 6.4k views
    • 
    • Bruce Steiner
    • May 16, 1999

12. Borrowing against Roth IRA

    By Guest SPollock, May 12, 1999
    • 7 replies
    • 2.1k views
    • 
    • John G
    • May 15, 1999

13. ROTH contibutions with AGI above limit via Whole Life Insurance.

    By Guest PennyBags, May 13, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • May 14, 1999

14. Roth IRA's for Infants?

    By Guest Richard Paul, May 8, 1999
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 1999

15. Have you ever considered what happens to the "tax free" bene

    By Guest BJames, April 28, 1999
    • 13 replies
    • 2k views
    • 
    • Guest
    • May 13, 1999

16. Section 72(t) - Substantial Equal Periodic Payments

    By Guest John E McGrady III, April 16, 1999
    • 6 replies
    • 2k views
    • 
    • John Olsen
    • May 11, 1999

17. Withdrawls at Age 70.5

    By Guest PD, May 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 10, 1999

18. Employer Sponsored Roth IRA

    By Guest J Samuelson, May 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 8, 1999

19. Roth Prior-Yr cont made after filing '98 return

    By Guest Rick, April 22, 1999
    • 6 replies
    • 1.4k views
    • 
    • Kathy
    • May 7, 1999

20. Gifting stock to church

    By Guest rschramm, April 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 1999

21. Creditor Protection

    By Guest Jim Brennan, March 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • May 4, 1999

22. Ineligible earnings put in IRA due to recordkeeping error during 401k

    By Guest SusanS, May 1, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 1999

23. Naming your own beneficiary for an inherited IRA?????

    By Kathy, April 6, 1999
    • 20 replies
    • 3.6k views
    • 
    • Guest
    • April 30, 1999

24. Treatment of contribution rolled into a Roth IRA

    By Guest P A Weick, April 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 29, 1999

25. "Borrowing" from a Roth IRA

    By Guest Sandra Biermann, April 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • John Olsen
    • April 28, 1999

26. Maximum contributions to Roth, deductible and non-deductible IRAs

    By Guest Lyric, April 24, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 27, 1999

27. Contribution to Roth conversion

    By Guest Wally McNamee, April 27, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 27, 1999

28. Maximum Income for Roth IRA contribution

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

29. IRA dollar maximum?

    By Guest Mac Lewis, April 20, 1999
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 1999

30. Short Term Capital gains and Roth IRA

    By Guest Rusty, April 22, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 23, 1999

31. deadline for conversion to Roth IRA, 12-31-98?

    By Guest bverbout, April 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 22, 1999

32. Can a trust establish an IRA?

    By Kathy, April 16, 1999
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 21, 1999

33. Should I convert for education expenses?

    By Guest Matt, April 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 1999

34. Tax Payments on Converted Roth IRA

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

35. Converting a traditional IRA that has lost value

    By Guest Ken L, April 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 18, 1999

36. Can a non-spouse beneficiary re-direct the investment option(s) of the

    By Guest Kerry Holahan, April 12, 1999
    • 4 replies
    • 1.3k views
    • 
    • BPickerCPA
    • April 18, 1999

37. Divorce and IRA Beneficiary Designation

    By chris, March 25, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 1999

38. Educational IRA???

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

39. Required Minimum Distributions

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

40. My heartfelt thanks

    By Guest Lonnie_parry, April 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 1999

41. Possible Additional Relief For Incorrect Roth Conversions

    By Guest jamesfdavis, April 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • April 15, 1999

42. AFTER LOSING JOB, HOW DO I CONVERT MY DEF. BEN. PLAN TO ROTH?

    By Guest DALED, April 14, 1999
    • 2 replies
    • 1.7k views
    • 
    • John G
    • April 15, 1999

43. Should I convert an IRA to Roth IRA ?

    By Guest Mae, April 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 15, 1999

44. Roth IRA's in '1999

    By Guest Charles, April 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 13, 1999

45. Dollar cost averaging or lump sum contributions?

    By Guest K Johns, April 12, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • April 12, 1999

46. 401-K converted to a Roth. Two Form 1099-R's?

    By Guest Lonnie_parry, April 12, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 12, 1999

47. 403(b) vs 401(k)-- enlighten me please!

    By Guest Lyric, April 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 1999

48. Does Roth Conversion Limit Scedule A Deductions?

    By Guest MAJT2, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

49. when to report Roth conversion--1998 or 1999?

    By Guest maryestes, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

50. Question on "basis" after conversion

    By Guest skrambo, April 9, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 1999