IRAs and Roth IRAs

3,118 topics in this forum

1. IRS Approval Letters

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

2. Roth withdrawal after 2010 conversion

   By Jim Norman, April 13, 2011
   • 2 replies
   • 1.2k views
   • 
   • Jim Norman
   • April 14, 2011

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

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

4. Minimum distributions after spousal roll over of Roth IRA

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

5. IRA and tax deadline

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

6. 2010 Roth conversion options

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

7. 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
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   • JanetM
   • March 3, 2008

8. Wants to Start an IRA.

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

9. Education Savings Account-trade Commission Issue

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

10. 60 Day Question

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

11. 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

12. Roth Roll Over

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

13. Actual Advise on Roth vs. Traditional

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

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

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

15. 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

16. Age 75 IRA owner named estate as beneficiary, is there a way his wife can roll it to her IRA?

    By RayJJohnsonJr, September 15, 2021
    • 11 replies
    • 1.2k views
    • 
    • RayJJohnsonJr
    • September 18, 2021

17. Roth IRA'S

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

18. "Older" spousal beneficiary IRA options.

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

19. Distribution of RMDs before Conversion

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

20. partial ROTH recharacterization

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

21. Load Versus No Load

    By Guest wobber, April 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • John G
    • April 14, 2003

22. IRA withdrawal should have occurred last year

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

23. Marriage & contributions

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

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

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

25. 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

26. Roth IRA Proceeds

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

27. Roth recharicterized to SEP-IRA

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

28. IRA contribution to qualified plan

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

29. IRA to 401(k) rollover

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

30. Prohibited Transaction Analysis

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

31. Possible Prohibited Transaction by IRA owner?

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

32. Consequences of undoing a Roth conversion

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

33. New York law prohibits automatic rollovers?

    By Übernerd, December 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Übernerd
    • December 8, 2006

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

    By Guest mku, November 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 17, 2003

35. Self-directed IRA / Prohibited Services to Plan Asset

    By KEM, February 15, 2022   

    • prohibited transaction
    • prohibited transaction?
    • (and 7 more)

      Tagged with:

      • prohibited transaction
      • prohibited transaction?
      • ira
      • iras
      • self-directed
      • self-directed iras
      • self directed ira
      • disqualified person
      • investment
    • 6 replies
    • 1.1k views
    • 
    • KEM
    • February 20, 2022

36. Excess Roth IRA Contribution

    By ROCPost585, January 23
    • 4 replies
    • 1.1k views
    • 
    • Appleby
    • January 28

37. spousal ira's with catch-up

    By Beemer, January 17, 2005
    • 1 reply
    • 1.1k views
    • 
    • JAMES PATRICK
    • January 18, 2005

38. Recharacterization Deadline Extension

    By mathead, January 25, 2010
    • 0 replies
    • 1.1k views
    • 
    • mathead
    • January 25, 2010

39. Roth Conversion

    By Yesnam, March 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • Yesnam
    • March 10, 2011

40. Few questions regarding Roth IRAs

    By Guest medar, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • October 22, 2002

41. add-on- roth ira??

    By Guest fletchthecat, November 8, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 9, 2002

42. Divisor of 1

    By bzorc, December 2, 2019
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • December 2, 2019

43. Is the contribution deadline June 15th if filing from abroad?

    By Guest brapa, May 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2004

44. Roth administration fees

    By Guest alk1, April 1, 1999
    • 1 reply
    • 1.1k views
    • 
    • John G
    • April 1, 1999

45. Plan Terminations and SEPP's

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

46. Distribution of Roth IRA

    By Guest jlenz, September 21, 2004
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • September 23, 2004

47. IRA conversion question

    By Guest JDThelen, March 11, 2007
    • 1 reply
    • 1.1k views
    • 
    • John G
    • March 12, 2007

48. IRA 60 day problem

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

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

    By Guest TaxedToDeath, March 25, 2011
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 25, 2011

50. Turns age 70.5 next year

    By John Feldt ERPA CPC QPA, June 29, 2010
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 30, 2010