IRAs and Roth IRAs

3,118 topics in this forum

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

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

2. Bank rollover

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

3. roth ira basis question

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

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

   By Guest cgc, April 3, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • April 3, 1999

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

   By Guest andrewg, April 2, 1999
   • 5 replies
   • 23.3k views
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   • Guest
   • April 3, 1999

6. No 8606 filed for a nondeductable trad IRA.

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

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

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

8. Does each account have its own clock?

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

9. state taxation of Roth Ira

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

10. Roth administration fees

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

11. are they ANY guarantees?

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

12. Miscellaneous ROTH questions

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

13. Reporting Roth IRA converstion on 8606

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

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

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

15. Reporting Roth IRA on 1040

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

16. Excess Roth IRA contributions

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

17. Maximizing Roth Conversions in 1999?

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

18. Deductions for education from a Roth IRA

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

19. Investment classes in Roth vs. Trad. IRA

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

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

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

21. 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

22. 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

23. Roth for Me?

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

24. Comingled 401K transfer into existing funded IRA account

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

25. SEP to IRA to Roth

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

26. Non-deductable contributions 6% penalty

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

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

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

28. 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

29. Divorce and IRA Beneficiary Designation

    By chris, March 25, 1999
    • 3 replies
    • 2.5k views
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    • Guest
    • April 16, 1999

30. Why a Roth IRA?

    By Guest Wolfpac, March 24, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 1999

31. Using Stock (only)for a ROTH IRA

    By Guest Norm, March 24, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 25, 1999

32. 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

33. Incorrectly withheld tax when converting to a Roth

    By Guest Steve Benjamin, March 23, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 23, 1999

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

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

35. Retirement Savings Opportunity Act of 1999

    By Guest richa65, March 23, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 23, 1999

36. Roth Ira Income limits

    By Guest Asa, March 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • March 24, 1999

37. Covered calls in a Roth IRA account.

    By Guest TrentR, March 23, 1999
    • 5 replies
    • 2.5k views
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    • John G
    • March 27, 1999

38. Determining Stock Price for Roth IRA Conversion

    By Guest MAJT2, March 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 1999

39. Excess amount in Education IRA

    By Guest chandra patel, March 22, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 24, 1999

40. WSJ IRA Article

    By Guest LMH, March 22, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 22, 1999

41. Deceased named living trust as designated beneficiary of IRA...how to

    By Guest le190, March 22, 1999
    • 15 replies
    • 2.6k views
    • 
    • Bruce Steiner
    • May 24, 1999

42. 401k to IRA to Roth IRA conversion & move from Tennessee to Minnes

    By Guest Scott Bemis, March 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 24, 1999

43. Due date for conversion?

    By Guest BillH, March 21, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 22, 1999

44. 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

45. Taxes/penalties on conversion to Roth

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

46. The four-year spread -- can you use it "piecemneal"?

    By Guest Charlene Ives, March 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 22, 1999

47. where to get the best roth ira

    By Guest MELANIE C, March 20, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 22, 1999

48. Increasing the Rollover AGI Limit?

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

49. non deductible ira contributions converted to roth and no 8606's filed

    By Guest rene, March 19, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 1999

50. Using a Roth IRA to save for a down payment on a first home

    By Guest Gregory Bell, March 19, 1999
    • 2 replies
    • 1.8k views
    • 
    • Kathy
    • March 20, 1999