IRAs and Roth IRAs

3,118 topics in this forum

1. Can an IRA w/ pre-tax and after tax money be rolled over as follows: Pre-tax $ to a qual plan that accepts only pretax $, and after-tax portion rolled to another IRA, which is later converte

   By Guest MTH, November 23, 2004
   • 1 reply
   • 1.1k views
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   • Appleby
   • November 23, 2004

2. Contributing to a Qualified Plan and a ROTH

   By Guest carolinawind, February 21, 2007
   • 1 reply
   • 1k views
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   • Belgarath
   • February 21, 2007

3. Contribution to Roth conversion

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

4. Calculating Excess Roth Contributions???

   By Guest hyperd, March 5, 2000
   • 1 reply
   • 1.3k views
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   • BPickerCPA
   • March 5, 2000

5. 1st time home buyers

   By Guest thatgirl, October 3, 2001
   • 1 reply
   • 1.7k views
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   • Guest
   • October 3, 2001

6. rolling over variable life annuities

   By Guest pcrawf, October 11, 2004
   • 1 reply
   • 1.5k views
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   • Ron Snyder
   • October 11, 2004

7. Can a SEP IRA be rolled into a 401(k)?

   By billfgrady, January 19, 2006
   • 1 reply
   • 1.8k views
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   • Lame Duck
   • January 19, 2006

8. Using TSA funds to start a Roth IRA

   By Guest Joe Myakka, December 9, 1998
   • 0 replies
   • 1.7k views
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   • Guest
   • December 9, 1998

9. Roth Ira conversions and state income taxes.

   By Guest Lloyd Espen, December 9, 1998
   • 0 replies
   • 1.6k views
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   • Guest
   • December 9, 1998

10. Partial conversion of SEP to Roth - what amount can I convert without paying taxes?

    By Guest ac_onion, October 2, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • October 2, 2003

11. Eligibility for ROTH IRA

    By Guest Bokil, March 7, 2000
    • 0 replies
    • 1.2k views
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    • Guest
    • March 7, 2000

12. HSA 2009 Limitation Chart (pdf)

    By Gary Lesser, May 14, 2008
    • 0 replies
    • 3.3k views
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    • Gary Lesser
    • May 14, 2008

13. Penalty on early distribution

    By Guest tammyfranco, March 8, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 8, 2000

14. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

    By dameni, September 1, 2017
    • 0 replies
    • 561 views
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    • dameni
    • September 1, 2017

15. Off topic - September 11

    By John G, September 12, 2003
    • 0 replies
    • 1.7k views
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    • John G
    • September 12, 2003

16. Conversions

    By Guest W Rand, December 10, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • December 10, 1998

17. To convert to Roth or not - That is the question!

    By Guest kevingag, March 4, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 4, 2002

18. Annuity valuation & RMD's

    By Guest jppcpa, February 14, 2006
    • 0 replies
    • 1.5k views
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    • Guest
    • February 14, 2006

19. Married, filing singly to married, filing jointly

    By Guest Ken, December 10, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • December 10, 1998

20. Can the ineligible contributions made to a rollover IRA (due to excess

    By Guest lavander30, December 5, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • December 5, 2001

21. Plan Terminations and SEPP's

    By Guest DavidH, September 9, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • September 9, 2005

22. Inheriting IRA questions

    By Guest skh, August 22, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • August 22, 2001

23. Investment Restrictions?

    By Guest Money Seeker, January 17, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • January 17, 2008

24. Roth conversion after retirement

    By Guest bgoodwin, December 10, 1998
    • 0 replies
    • 1.8k views
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    • Guest
    • December 10, 1998

25. Withdrawls from Roth IRA.

    By Guest skaranam, October 4, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • October 4, 2005

26. Tax exemption and Roth IRA eligibility

    By Guest cindylee, April 7, 2006
    • 0 replies
    • 1.5k views
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    • Guest
    • April 7, 2006

27. Personalized Benefit Statements

    By Guest mimisteph, March 1, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • March 1, 2001

28. Help with IRA's

    By Guest copeemmy, January 16, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • January 16, 2002

29. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 0 replies
    • 4.4k views
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    • Appleby
    • January 17, 2008

30. Tax for early withdraw.

    By Guest davidxwang860, March 20, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • March 20, 2002

31. IRA 60 day problem

    By Bill Presson, April 8, 2006
    • 0 replies
    • 1.1k views
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    • Bill Presson
    • April 8, 2006

32. Combining and IRA and an SEP IRA

    By Guest rondom, April 2, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • April 2, 2005

33. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 2.3k views
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    • Felicia
    • April 2, 2003

34. Income Reporting Dilema Regarding Roth IRA

    By Guest rgeary, April 14, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • April 14, 2001

35. Roth Conversion Calculators

    By Guest breezer, December 15, 1998
    • 0 replies
    • 1.5k views
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    • Guest
    • December 15, 1998

36. Message Board Milestone

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

37. Two Roth Accounts?

    By Guest kks, July 16, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • July 16, 2001

38. When should I start to invest?

    By John G, April 25, 2002
    • 0 replies
    • 1.3k views
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    • John G
    • April 25, 2002

39. Will Roth rollover reduce college financial aid?

    By Guest Taxi, December 15, 1998
    • 0 replies
    • 1.5k views
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    • Guest
    • December 15, 1998

40. Loans as an investment in a IRA

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

41. IRA amendments for EGTRRA

    By Belgarath, October 5, 2001
    • 0 replies
    • 1.4k views
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    • Belgarath
    • October 5, 2001

42. Education IRA

    By Guest Alk, December 15, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 15, 1998

43. IRA Distributions to Charities

    By Guest RJMOB, December 4, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • December 4, 2006

44. Roth IRA & divorce

    By SMB, December 12, 2007
    • 0 replies
    • 1.7k views
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    • SMB
    • December 12, 2007

45. Roth For Kids College

    By Guest irr7342, April 3, 2003
    • 0 replies
    • 954 views
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    • Guest
    • April 3, 2003

46. 5498 and 1099-R reporting for non-publicly traded assets

    By Guest suellenhoward, August 28, 2014   

    • 5498 1099-R 2015 box 15 FMV
    • 0 replies
    • 1.7k views
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    • Guest
    • August 28, 2014

47. The impact of roth ira on canadian retirement accounts

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

48. Mistaken contribution to SEP IRA

    By pompton, October 19, 2016
    • 0 replies
    • 937 views
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    • pompton
    • October 19, 2016

49. Roth Contribution - Basis exceeds FMV

    By Guest DAFoster, March 21, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • March 21, 2000

50. Client is interested in investing a portion of his IRA in a L.L.C. in

    By bzorc, August 4, 2000
    • 0 replies
    • 1.3k views
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    • bzorc
    • August 4, 2000