IRAs and Roth IRAs

3,120 topics in this forum

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

   By Guest blaster, May 20, 1999
   • 7 replies
   • 2.3k views
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   • Guest
   • May 24, 1999

2. Roth IRA used to fund Trust

   By Guest rjbuys, May 19, 1999
   • 1 reply
   • 1.5k views
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   • BPickerCPA
   • May 21, 1999

3. Recharacterizing a contribution - as opposed to a conversion.

   By Guest Kingman, May 19, 1999
   • 6 replies
   • 1.7k views
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   • BPickerCPA
   • June 17, 1999

4. Combining Roth IRAs

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

5. 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

6. Borrowing against Roth IRA

   By Guest SPollock, May 12, 1999
   • 7 replies
   • 2.2k views
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   • John G
   • May 15, 1999

7. Simultaneous Death Laws and IRA Beneficiaries

   By Guest David Hammond SRS, May 12, 1999
   • 8 replies
   • 6.5k views
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   • Bruce Steiner
   • May 16, 1999

8. Withdrawls at Age 70.5

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

9. Roth IRA's for Infants?

   By Guest Richard Paul, May 8, 1999
   • 9 replies
   • 2.7k views
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   • Guest
   • May 13, 1999

10. Employer Sponsored Roth IRA

    By Guest J Samuelson, May 7, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • May 8, 1999

11. RMD when IRA tranferred to different provider.

    By Guest Thornton, May 4, 1999
    • 6 replies
    • 2.5k views
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    • Guest
    • July 2, 1999

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

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

13. Treatment of contribution rolled into a Roth IRA

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

14. Gifting stock to church

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

15. "Borrowing" from a Roth IRA

    By Guest Sandra Biermann, April 28, 1999
    • 1 reply
    • 1.9k views
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    • John Olsen
    • April 28, 1999

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

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

17. Contribution to Roth conversion

    By Guest Wally McNamee, April 27, 1999
    • 1 reply
    • 1.4k views
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    • Kathy
    • April 27, 1999

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

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

19. Maximum Income for Roth IRA contribution

    By Guest Yan, April 24, 1999
    • 1 reply
    • 2k views
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    • BPickerCPA
    • April 25, 1999

20. Short Term Capital gains and Roth IRA

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

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

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

22. Should I convert for education expenses?

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

23. IRA dollar maximum?

    By Guest Mac Lewis, April 20, 1999
    • 6 replies
    • 1.5k views
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    • Guest
    • April 24, 1999

24. Converting a traditional IRA that has lost value

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

25. What is included in the modified AGI for Roth Conversions?

    By Guest frustrated, April 18, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • July 22, 1999

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

    By Guest John E McGrady III, April 16, 1999
    • 6 replies
    • 2.1k views
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    • John Olsen
    • May 11, 1999

27. Tax Payments on Converted Roth IRA

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

28. Can a trust establish an IRA?

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

29. My heartfelt thanks

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

30. Educational IRA???

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

31. Required Minimum Distributions

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

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

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

33. Should I convert an IRA to Roth IRA ?

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

34. Roth IRA's in '1999

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

35. 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
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    • BPickerCPA
    • April 18, 1999

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

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

37. Dollar cost averaging or lump sum contributions?

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

38. 401-K converted to a Roth. Two Form 1099-R's?

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

39. Does Roth Conversion Limit Scedule A Deductions?

    By Guest MAJT2, April 11, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • April 12, 1999

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

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

41. Possible Additional Relief For Incorrect Roth Conversions

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

42. Taxable amount of conversions

    By Guest skrambo, April 10, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • April 11, 1999

43. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar, April 10, 1999
    • 4 replies
    • 3.5k views
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    • BPickerCPA
    • June 13, 1999

44. How much can my non-working spouse contribute?

    By Guest JLeo, April 9, 1999
    • 1 reply
    • 1.4k views
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    • John Olsen
    • April 10, 1999

45. Question on "basis" after conversion

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

46. $100,000 Maximum AGI for Roth

    By Guest rschramm, April 8, 1999
    • 2 replies
    • 1.5k views
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    • John G
    • April 8, 1999

47. Basis on Roth Conversion with 401K Rollover Unconverted?

    By Guest SONNI, April 8, 1999
    • 1 reply
    • 1.8k views
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    • Kathy
    • April 8, 1999

48. 403(b) vs 401(k)-- enlighten me please!

    By Guest Lyric, April 7, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • April 12, 1999

49. Education withdrawals from Roth IRA

    By Guest bobg, April 6, 1999
    • 1 reply
    • 1.2k views
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    • Kathy
    • April 6, 1999

50. Another question about taxes due on Roth conversion

    By Guest bobg, April 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 6, 1999