IRAs and Roth IRAs

3,118 topics in this forum

1. Another Roth Recharacterization

   By Bruce Steiner, August 2, 1999
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   • Bruce Steiner
   • August 2, 1999

2. Roth IRA basis for state purposes after moving

   By Guest besskane, March 27, 2001
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   • Guest
   • March 27, 2001

3. New York law prohibits automatic rollovers?

   By Übernerd, December 8, 2006
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   • Übernerd
   • December 8, 2006

4. Transfer of Closely Held StockProhibited Transactions

   By Guest gaham, January 13, 1999
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   • Guest
   • January 13, 1999

5. IRA and Roth Resource

   By Guest hkmoye, April 27, 2000
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   • Guest
   • April 27, 2000

6. When is the IRA "deemed" the spouse's IRA?

   By Guest reg_h2b, December 11, 2001
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   • Guest
   • December 11, 2001

7. IRAs and citizenship and retiring abroad

   By Guest mungbeans, April 7, 2014
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   • Guest
   • April 7, 2014

8. Looking for firm to be trustee of a group IRA under section 408(c)

   By cathyw, July 14, 2000
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   • 1.4k views
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   • cathyw
   • July 14, 2000

9. Can a custodian (i.e. bank, security firm) be named an owner of a Roth

   By Guest strav, January 14, 1999
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   • Guest
   • January 14, 1999

10. Ian

    By Ian, June 16, 2023   

    • new qcd option
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    • Ian
    • June 16, 2023

11. Foreign earnrd income and Roth IRAs

    By Guest REMCPA, January 15, 1999
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    • Guest
    • January 15, 1999

12. Minimum distribution - year of death

    By Guest Judy Z, May 11, 2000
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    • Guest
    • May 11, 2000

13. FYI: Possible Roth Proposals

    By Guest peterpeter, January 16, 1999
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    • Guest
    • January 16, 1999

14. Written Instrument Incident to Divorce Decree

    By Guest qdroatty, October 17, 2007
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    • Guest
    • October 17, 2007

15. Help! Married, filing separately, two kids and a Roth

    By Guest glennchapin, September 5, 2000
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    • Guest
    • September 5, 2000

16. Am I eligible?

    By Guest AmyNick, January 5, 2002
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    • Guest
    • January 5, 2002

17. Of QVECs, VDECs and Minimum Distributions

    By rocknrolls2, September 2, 1999
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    • rocknrolls2
    • September 2, 1999

18. EARNINGS ON EXCESS ROTH IRA CONTRIBUTION

    By Guest Jamie8, February 24, 2005
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    • 1k views
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    • Guest
    • February 24, 2005

19. 1099-R Reporting of Prohibited Transaction

    By lalaland, December 22, 2014
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    • lalaland
    • December 22, 2014

20. Notice 2000-30

    By Guest CGoldberg, June 6, 2000
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    • Guest
    • June 6, 2000

21. Investment options and value of 3000 w/drawals

    By dh003i, July 21, 2003
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    • 881 views
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    • dh003i
    • July 21, 2003

22. IRAs and Tax Waivers

    By Guest KJTopper, May 17, 2006
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    • Guest
    • May 17, 2006

23. 2011 IRA "phase out" limits to compensation

    By Guest rtb66, October 20, 2010
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    • Guest
    • October 20, 2010

24. Too much taxable amount on 1099-R

    By Guest heike, January 28, 1999
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    • Guest
    • January 28, 1999

25. Inherited IRA/s

    By Guest nikomendy, December 12, 2001
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    • Guest
    • December 12, 2001

26. Roth 401(k)

    By Guest mul, December 29, 2005
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    • 1.6k views
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    • Guest
    • December 29, 2005

27. 2010 Roth conversion options

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

28. ROTH IRA for expat

    By Guest gilaud, September 18, 1999
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    • Guest
    • September 18, 1999

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

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

30. Prohibited Transaction - IRA? Please help.

    By Guest cease, December 23, 2004
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    • 1.1k views
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    • Guest
    • December 23, 2004

31. New! Health Savings Account Answer Book Now Available

    By Gary Lesser, August 23, 2005
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    • 1k views
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    • Gary Lesser
    • August 23, 2005

32. Roth for us citizen with no US income?

    By Jim Chad, March 2, 2007
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    • 1.3k views
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    • Jim Chad
    • March 2, 2007

33. Real Estate in IRA - Custodian Change

    By Guest Albert Lin, February 3, 1999
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    • 1.3k views
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    • Guest
    • February 3, 1999

34. Link to full text of final Roth IRA regulations issued by IRS 2/4/99

    By Dave Baker, February 4, 1999
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    • Dave Baker
    • February 4, 1999

35. Mutual Fund Co error from 1998 that they won't fix!!!

    By Guest swilsonw, July 5, 2000
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    • Guest
    • July 5, 2000

36. Roth IRA to 401K or 401kROTH

    By Guest burnsey23, December 13, 2006
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    • Guest
    • December 13, 2006

37. Roth Recharacterization

    By Guest ivyngcobb, May 3, 2002
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    • Guest
    • May 3, 2002

38. RMD Reporting Requirements

    By Guest AFRICA6796, December 10, 2002
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    • Guest
    • December 10, 2002

39. Opening a ROTH IRA

    By Guest Michellie, January 23, 2002
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    • Guest
    • January 23, 2002

40. Where can I find tax help for converting a traditional IRA to a Roth?

    By Guest BOOKEM DANO, February 11, 1999
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    • Guest
    • February 11, 1999

41. IRA Losses — Can You Deduct Them or Not?

    By Appleby, November 23, 2001
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    • Appleby
    • November 23, 2001

42. IRS Announces Pension Plan Limitations for 2007

    By Appleby, October 19, 2006
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    • Appleby
    • October 19, 2006

43. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
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    • Guest
    • March 10, 2010

44. IRS News Release- Extending deadline for recharacterizations...

    By Guest Fishchick, October 15, 1999
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    • Guest
    • October 15, 1999

45. 401K rollover to IRA and conversion to Roth

    By Guest nukejohn, November 23, 2003
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    • Guest
    • November 23, 2003

46. Can UTMA custodians make rollover distributions?

    By Guest Rissa, February 17, 2009
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    • Guest
    • February 17, 2009

47. Entrust

    By eilano, July 23, 2002
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    • eilano
    • July 23, 2002

48. Bush Signes Bill- IRA Contribution Increases etc

    By Guest AFRICA6796, June 7, 2001
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    • Guest
    • June 7, 2001

49. UBTI and Alternative Minimum Tax

    By Guest Carrie Dover, July 28, 2009
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    • Guest
    • July 28, 2009

50. IRA as qualified trust for ERISA Plans at death

    By Guest sijs807, October 21, 1999
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    • Guest
    • October 21, 1999