IRAs and Roth IRAs

3,120 topics in this forum

1. Borrowing from Roth

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

2. 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

3. levy of a roth

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

4. IRA and annuity contract

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

5. Suspected prohibited transaction

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

6. Can I withdraw from an IRA this year and add it back last year?

   By Guest rkal66, March 3, 2008
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • March 3, 2008

7. 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

8. Minimum distributions after spousal roll over of Roth IRA

   By Guest wlt, November 30, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 30, 2001

9. Self-imposed limits on ROTH contributions & 2 ROTHs for Married Couple?

   By Guest BobT, March 29, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • March 30, 2004

10. Roth IRA Proceeds

    By Guest Stiggy, October 28, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2003

11. IRS Approval Letters

    By Guest Statler, April 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2010

12. Wants to Start an IRA.

    By Guest BigBadUSMC, July 31, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • August 1, 2002

13. IRAs and Tax Waivers

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

14. 2010 Roth conversion options

    By Guest Skeptus, December 9, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2009

15. IRA and tax deadline

    By Guest brenkarch, April 3, 2006
    • 1 reply
    • 1.2k views
    • 
    • txdd
    • April 5, 2006

16. Late transfer.

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

17. Can non-rollover IRA be rolled into 401(k)

    By Guest TaxedToDeath, March 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • SheilaD
    • March 25, 2011

18. AGI and Qualification Question (bear with a noob)

    By Guest reddog, February 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 15, 2005

19. Roth Roll Over

    By Guest valerie4975, February 12, 2005
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 14, 2005

20. JP13's question on 401(k) and Roth IRA

    By papogi, July 31, 2002
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • July 31, 2002

21. Education Savings Account-trade Commission Issue

    By Guest Taxwoman, June 4, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2002

22. How do I know which roth ira to choose.

    By Guest tenzan, September 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • John G
    • September 8, 2004

23. 60 Day Question

    By bzorc, January 2, 2004
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • January 3, 2004

24. partial ROTH recharacterization

    By Guest gw55, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 24, 2004

25. Marriage & contributions

    By Guest eggraid101, April 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 7, 2006

26. Actual Advise on Roth vs. Traditional

    By Guest Birdman33, February 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 28, 2003

27. Q: How young can you start a roth ira?

    By Guest Mar-Cel-Nis, August 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • August 18, 2005

28. "Older" spousal beneficiary IRA options.

    By Guest dory, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • April 16, 2003

29. Roth IRA'S

    By Guest cuznbruce1, October 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2001

30. IRA withdrawal should have occurred last year

    By benefitsguru, February 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • February 21, 2014

31. Rollover from IRA into ps plan - 5498? separate accounting?

    By Guest amfam2, November 1, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2002

32. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

    By Sabrina1, February 19, 2024
    • 0 replies
    • 1.2k views
    • 
    • Sabrina1
    • February 19, 2024

33. Distribution of RMDs before Conversion

    By Guest kprhok, January 6, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2010

34. Possible Prohibited Transaction by IRA owner?

    By Guest Pennysaver, December 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2010

35. New York law prohibits automatic rollovers?

    By Übernerd, December 8, 2006
    • 0 replies
    • 1.2k views
    • 
    • Übernerd
    • December 8, 2006

36. Prohibited Transaction Analysis

    By Guest ERISA_kid, December 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 31, 2004

37. Roth recharicterized to SEP-IRA

    By Guest Steve Palmer, October 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • October 12, 2004

38. IRA to 401(k) rollover

    By Guest dubya, October 6, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • October 6, 2004

39. IRA contribution to qualified plan

    By Guest RBeck, April 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 15, 2003

40. Roth Conversion

    By Yesnam, March 9, 2011
    • 2 replies
    • 1.2k views
    • 
    • Yesnam
    • March 10, 2011

41. Divisor of 1

    By bzorc, December 2, 2019
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • December 2, 2019

42. Recharacterization Deadline Extension

    By mathead, January 25, 2010
    • 0 replies
    • 1.2k views
    • 
    • mathead
    • January 25, 2010

43. Consequences of undoing a Roth conversion

    By Guest peterberry, March 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 3, 2005

44. Roth Conversion Issue

    By bzorc, September 25, 2023
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • September 25, 2023

45. Back Door IRAs

    By Sydney, June 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • jashendorf
    • June 16, 2017

46. Turns age 70.5 next year

    By John Feldt ERPA CPC QPA, June 29, 2010
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2010

47. Can I contribute to SEP and IMMEDIATELY roll it over to Roth?

    By Guest mku, November 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • November 17, 2003

48. spousal ira's with catch-up

    By Beemer, January 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • JAMES PATRICK
    • January 18, 2005

49. IRA contributions for non-taxable income

    By Guest IRAinquiry, February 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • February 27, 2004

50. Roth administration fees

    By Guest alk1, April 1, 1999
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 1, 1999