IRAs and Roth IRAs

3,118 topics in this forum

1. The Roth IRA 5 Year waiting period Start Date

   By Guest, February 11, 2000
   • 2 replies
   • 2.6k views
   • 
   • John G
   • February 12, 2000

2. Theft of IRA Assets & Settlement

   By Danny CPA, December 2, 2022
   • 3 replies
   • 2k views
   • 
   • Peter Gulia
   • December 3, 2022

3. Thinking of investing in a ROTH IRA

   By Guest hkolln, December 8, 2000
   • 4 replies
   • 1.7k views
   • 
   • John G
   • December 11, 2000

4. Time Period for Making Salary Reduction Contributions to a SIMPLE

   By TD, July 13, 2023
   • 1 reply
   • 1k views
   • 
   • Tom Veal
   • July 13, 2023

5. Timing of conversion coupled with rollover from 401k

   By Guest DLH1, December 27, 2009
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 3, 2010

6. Timing of First Time Homebuyer withdrawal

   By shERPA, May 4, 2021
   • 2 replies
   • 1k views
   • 
   • shERPA
   • May 6, 2021

7. Timing of Roth Contribution

   By Guest Richard VandenBrul, February 6, 2000
   • 5 replies
   • 1.5k views
   • 
   • BPickerCPA
   • February 10, 2000

8. Timing of Roth contributions - can I send in $2,000 on Jan 1st, 2000 (

   By Guest Tamark, November 8, 1999
   • 3 replies
   • 1.4k views
   • 
   • John G
   • November 12, 1999

9. TIN's and IRA's

   By Guest P A Weick, September 24, 1999
   • 1 reply
   • 2.4k views
   • 
   • Kathy
   • September 25, 1999

10. Tip on Retirement Savers Credit (form 8880): The Difference Between an AGI of $15,000 and $15,000.51

    By dh003i, March 7, 2005
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • March 7, 2005

11. TO CONVERT OR NOT?

    By Guest IZZYCPA, December 20, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 21, 1998

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

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

13. To John G..........

    By Guest chris g, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 26, 2001

14. too many IRA's

    By Guest maxx, February 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • John G
    • February 27, 2000

15. Too much taxable amount on 1099-R

    By Guest heike, January 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 1999

16. too old for Roth?

    By Guest Douglas Nuetzman, December 11, 2000
    • 11 replies
    • 2k views
    • 
    • Guest
    • December 15, 2000

17. Total Contribution Limit to 401k and IRA Limit is $10,000, Should Roth

    By Guest Bwth, April 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 3, 1999

18. Total Distribution of 401k... 2004. Excess contribution, then rolled in 2005.Corrective action?

    By Guest ucrazy51, April 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • April 19, 2005

19. Tracking basis in an IRA with a Rollover of after-tax $

    By jevd, February 25, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 1, 2004

20. Tracking down my Roth IRA:

    By Guest jread, February 14, 2006
    • 6 replies
    • 2.5k views
    • 
    • txdd
    • February 15, 2006

21. Trad. IRA to Roth IRA, then Back to Trad.

    By Guest AJ Milano, May 23, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2003

22. Trad. IRA vs Roth IRA

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

23. trading in roth

    By Guest ugabuga, June 22, 2009
    • 1 reply
    • 1k views
    • 
    • jevd
    • June 22, 2009

24. Trading in Roth IRA plans

    By Guest MikeL, September 13, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • September 15, 2001

25. Trading stocks in a ROTH IRA

    By Guest sgj, November 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • John G
    • November 25, 2002

26. Trading within a Roth

    By Guest deathtaxesnoles, January 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • John G
    • January 30, 2004

27. Tradional IRA to Roth IRA

    By Guest jschweitzer, January 9, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • January 9, 2002

28. Tradition to Roth IRA Conversion with Capital Loss

    By Guest xyzabc123, January 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 8, 2002

29. Traditional AND Roth

    By Guest tgille, September 1, 2005
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • September 6, 2005

30. Traditional IRA - how to handle worthless investment?

    By Guest Troy S., December 12, 2007
    • 2 replies
    • 2k views
    • 
    • John G
    • December 13, 2007

31. Traditional IRA & SEP IRA

    By Guest AJ Milano, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • jevd
    • April 16, 2003

32. Traditional IRA Annuity with nondeductible contributions

    By Guest marlo, March 6, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2002

33. Traditional IRA contribution and immediate rollover

    By Guest jlee, March 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 22, 2010

34. Traditional IRA contribution, withdrawn before tax return due date

    By Lori Friedman, April 27, 2017
    • 0 replies
    • 679 views
    • 
    • Lori Friedman
    • April 27, 2017

35. Traditional IRA Conversion?

    By Guest machIcj, April 28, 2002
    • 10 replies
    • 2.1k views
    • 
    • John G
    • May 2, 2002

36. Traditional IRA fees and esop inquiry

    By Mona, April 23, 2020   

    • esop
    • moderate
    • (and 3 more)

      Tagged with:

      • esop
      • moderate
      • ira rollover
      • traditional ira
      • novice
    • 3 replies
    • 908 views
    • 
    • ESOP Guy
    • April 24, 2020

37. Traditional IRA funded in December, but backdoor conversion to Roth in January...

    By PaulT, January 8, 2021
    • 3 replies
    • 1.3k views
    • 
    • Era
    • January 15, 2021

38. Traditional IRA I can't contribute to anymore

    By Guest alrtx, August 13, 2006
    • 7 replies
    • 3.2k views
    • 
    • John G
    • September 14, 2006

39. Traditional IRA Mutual Fund account misregistered

    By Guest Mary B, May 17, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2000

40. Traditional IRA rolled into SEP IRA

    By MarZDoates, January 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • jevd
    • January 23, 2003

41. Traditional IRA that lost value, then converted.

    By Guest Ken L, June 27, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 1999

42. Traditional IRA to Roth Conversion - HELP

    By Guest pfspuppy, February 5, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • February 5, 2007

43. Traditional IRA vs Roth IRA

    By Guest Arthur Miranda, October 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 2001

44. Traditional IRA: out & back in?

    By Guest Commuter Rex, August 11, 2003
    • 2 replies
    • 1k views
    • 
    • John G
    • August 12, 2003

45. Traditional to Roth

    By Guest David Ardito, September 24, 1999
    • 15 replies
    • 2.3k views
    • 
    • Bruce Steiner
    • October 17, 1999

46. Traditional to Roth Conversion

    By Guest billbill, December 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 31, 2001

47. Traditional, Roth, or both?

    By Guest hairfarmer, April 18, 2006
    • 1 reply
    • 1.1k views
    • 
    • John G
    • April 26, 2006

48. Transfer After-Tax Retirement Funds to Roth?

    By Guest Bill Buschmeier, February 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 1, 2000

49. Transfer from AG Edwards to Vanguard

    By Guest CraigHa, December 25, 2006
    • 4 replies
    • 3.6k views
    • 
    • John G
    • January 3, 2007

50. transfer from one IRA to another

    By Guest greggi39, December 24, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • January 5, 2004