IRAs and Roth IRAs

3,120 topics in this forum

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

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

2. Question on "basis" after conversion

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

3. Taxable amount of conversions

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

4. Correcting Transfer Directly from 401k to Roth

   By Guest Lyric, March 21, 1999
   • 5 replies
   • 1.6k views
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   • John G
   • April 10, 1999

5. 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

6. $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

7. 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

8. When and by what law were IRAs first created?

   By Kathy, April 6, 1999
   • 3 replies
   • 2.1k views
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   • John Olsen
   • April 7, 1999

9. Education withdrawals from Roth IRA

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

10. Another question about taxes due on Roth conversion

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

11. Can I have two IRA's? One of each type?

    By Guest PhilGeo222, March 8, 1999
    • 11 replies
    • 3.8k views
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    • John G
    • April 6, 1999

12. Roth for Me?

    By Guest Stephen L, March 28, 1999
    • 9 replies
    • 1.7k views
    • 
    • John G
    • April 6, 1999

13. roth ira basis question

    By Guest dap, April 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 6, 1999

14. Does each account have its own clock?

    By Guest Everett, April 1, 1999
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 1999

15. deciding whether to recharacterize my Roth IRA at tax time

    By Guest haharvey, April 5, 1999
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 6, 1999

16. Excess Roth IRA contributions

    By Guest jstoller, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • April 6, 1999

17. Inheriting a Roth IRA

    By Guest JOW EA, December 17, 1998
    • 13 replies
    • 2.1k views
    • 
    • Kathy
    • April 5, 1999

18. Bank rollover

    By John G, April 5, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 1999

19. Comingled 401K transfer into existing funded IRA account

    By Guest SusanS, March 28, 1999
    • 2 replies
    • 2k views
    • 
    • Kathy
    • April 5, 1999

20. Should Converted Roth IRA's and Contributory Roth IRA's be kept sepera

    By Guest JPanaro, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 4, 1999

21. Reporting Roth IRA on 1040

    By Guest jeni, March 30, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 1999

22. 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

23. IRA for non-US citizens? and other questions.

    By Guest andrewg, April 2, 1999
    • 5 replies
    • 24.1k views
    • 
    • Guest
    • April 3, 1999

24. Taxes/penalties on conversion to Roth

    By Guest Lyric, March 21, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 1999

25. Annuity Distribution to Rollover IRA then rollover Roth IRA?

    By Guest cgc, April 3, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 3, 1999

26. Guidelines on Roth inheritance planning for 30/40 somethings.

    By John G, March 28, 1999
    • 6 replies
    • 1.5k views
    • 
    • John G
    • April 3, 1999

27. No 8606 filed for a nondeductable trad IRA.

    By Guest Bwth, April 1, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 3, 1999

28. Reporting Roth IRA converstion on 8606

    By Guest Felicia77, March 31, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 1999

29. Roth administration fees

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

30. are they ANY guarantees?

    By Guest alk1, April 1, 1999
    • 3 replies
    • 1.8k views
    • 
    • John G
    • April 1, 1999

31. state taxation of Roth Ira

    By Guest alk1, April 1, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 1, 1999

32. Miscellaneous ROTH questions

    By Guest Everett, April 1, 1999
    • 2 replies
    • 1.2k views
    • 
    • John Olsen
    • April 1, 1999

33. Roth recharacterization - calculating taxable portion

    By Guest Mallo, March 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 31, 1999

34. Increasing the Rollover AGI Limit?

    By Guest richa65, March 20, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 30, 1999

35. Deductions for education from a Roth IRA

    By Guest Kim Brittain, March 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 30, 1999

36. ROTH IRA "Basis" in Comingled Account

    By Guest Nonsequitur, March 14, 1999
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 30, 1999

37. Maximizing Roth Conversions in 1999?

    By Guest Richard M, March 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 1999

38. Investment classes in Roth vs. Trad. IRA

    By Guest dcbr, March 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • John G
    • March 29, 1999

39. Any benefits to converting a 401(k) to an IRA?

    By Guest Lyric, March 29, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 1999

40. Why a Roth IRA?

    By Guest Wolfpac, March 24, 1999
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 29, 1999

41. Can a parent open a Roth IRA for a child who has not made $2,000 incom

    By Guest jan, March 29, 1999
    • 2 replies
    • 1.9k views
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    • John G
    • March 29, 1999

42. ROTH IRA calculation for 95-110 single filers??? Help!

    By Guest SusanS, March 27, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 28, 1999

43. SEP to IRA to Roth

    By Guest susan036, March 28, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 1999

44. Non-deductable contributions 6% penalty

    By Guest MICHAEL WESTRIVER, March 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 1999

45. How can you avoid the 6% penalty on Non-Deductable Contributions to an

    By Guest MICHAEL WESTRIVER, March 27, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 27, 1999

46. Covered calls in a Roth IRA account.

    By Guest TrentR, March 23, 1999
    • 5 replies
    • 2.6k views
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    • John G
    • March 27, 1999

47. Using Stock (only)for a ROTH IRA

    By Guest Norm, March 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 25, 1999

48. Conversion to Roth IRA when married filing separately but did not live

    By Guest altrussell, March 24, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 25, 1999

49. Roth Conversion,Roth Rollover--10% Penalty Applies?

    By Guest David Hammond SRS, March 23, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 25, 1999

50. Can a non-individual be an owner of a Roth IRA?

    By Guest strav, March 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • John Olsen
    • March 24, 1999