IRAs and Roth IRAs

3,120 topics in this forum

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

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

2. 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
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   • Kathy
   • March 20, 1999

3. What do I do on excees amount on ROTH IRA.

   By Guest chandra patel, March 19, 1999
   • 1 reply
   • 1.4k views
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   • Kathy
   • March 20, 1999

4. Roth recharacterization - calculating taxable portion

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

5. 401(k) in addition to IRA

   By Guest booboo, March 18, 1999
   • 4 replies
   • 1.5k views
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   • Guest
   • March 21, 1999

6. Effect of conversion when future audit results in AGI > $100,000.

   By Guest Del Rae, March 17, 1999
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   • 1.3k views
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   • Guest
   • March 17, 1999

7. MAGI for married couple

   By Guest jsp123, March 17, 1999
   • 1 reply
   • 1.5k views
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   • John G
   • March 17, 1999

8. Taxes on Roth Conversion

   By Guest GeorgeB, March 17, 1999
   • 1 reply
   • 1.4k views
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   • John G
   • March 17, 1999

9. Taxes on converted IRA

   By Guest KATE, March 15, 1999
   • 7 replies
   • 1.7k views
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   • Guest
   • March 17, 1999

10. ROTH IRA "Basis" in Comingled Account

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

11. Employee-Stock Purchase and Roth IRA

    By Guest Diana, March 14, 1999
    • 1 reply
    • 2.3k views
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    • John G
    • March 14, 1999

12. Tax on Roth Conversion problem

    By Guest Yan, March 13, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • March 15, 1999

13. Roth Conversion - State income taxes

    By Guest Sheepdog, March 13, 1999
    • 1 reply
    • 1.3k views
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    • John G
    • March 14, 1999

14. IRA Recharacterization - Tax Reporting

    By Guest AFSJR, March 13, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • March 13, 1999

15. Roth IRA distribution problem

    By Guest Waynem, March 12, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • March 17, 1999

16. Creditor Protection

    By Guest Jim Brennan, March 11, 1999
    • 1 reply
    • 1.4k views
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    • Jean
    • May 4, 1999

17. Roth IRA MAGI limitation

    By Guest alyson, March 11, 1999
    • 1 reply
    • 1.4k views
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    • Kathy
    • March 11, 1999

18. Earned income Vs. Adjusted Gross Income in determining Roth contributi

    By Guest AlanKwiatkowski, March 11, 1999
    • 1 reply
    • 1.6k views
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    • Guest
    • March 11, 1999

19. AVOID MALPRACTICE! EXTEND DUE DATE OF RETURN IN SUBSEQUENT YEAR OF CON

    By Guest DAVETAX, March 10, 1999
    • 3 replies
    • 1.3k views
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    • Kathy
    • March 11, 1999

20. Query

    By Guest sridhar gurram, March 10, 1999
    • 2 replies
    • 1.4k views
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    • Kathy
    • March 10, 1999

21. Participation in SARSEP and Roth IRA

    By Guest Nancy Lorenzen, March 9, 1999
    • 1 reply
    • 2.4k views
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    • Kathy
    • March 10, 1999

22. Early Roth Withdrawls

    By Guest scooter, March 9, 1999
    • 2 replies
    • 1.4k views
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    • John G
    • March 23, 1999

23. Contributions to 98 & 99

    By Kathy, March 9, 1999
    • 2 replies
    • 1.5k views
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    • John G
    • March 10, 1999

24. 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

25. Disability

    By Guest taxsolutions, March 8, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • March 8, 1999

26. Roth IRA reconversions after 1999

    By Guest kstar, March 7, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • March 11, 1999

27. Noload or low maint. Roth

    By Guest Al Dyer, March 6, 1999
    • 2 replies
    • 1.3k views
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    • John G
    • March 8, 1999

28. Mutual Funds Suited for IRA's

    By Guest msutton, March 6, 1999
    • 3 replies
    • 1.5k views
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    • John G
    • March 8, 1999

29. Rollover of 401k to Roth

    By Guest 401k rollover, March 5, 1999
    • 3 replies
    • 2.2k views
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    • Guest
    • March 6, 1999

30. Surviving spouse less than 59 1/2, death distributions then make it he

    By Guest Steve Palmer, March 4, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • March 4, 1999

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

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

32. Roth IRA and student loan?

    By Guest AgQB10, March 3, 1999
    • 1 reply
    • 1.4k views
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    • John G
    • March 3, 1999

33. Yet another recharacterization question...

    By Guest Gordo, March 2, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • March 4, 1999

34. Do I lose out on Hope Scholarship tax credit because I wanted to benef

    By Guest Chuck W, March 2, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • March 2, 1999

35. IRA recharacterization problem....

    By Guest OZZY, March 1, 1999
    • 7 replies
    • 2.2k views
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    • Kathy
    • March 17, 1999

36. Starting a Roth IRA & Retirement money

    By Guest joshuaj, March 1, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • March 5, 1999

37. Tax Free Money

    By Guest Gordon, February 28, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • February 28, 1999

38. Help! Roth conversion problems.

    By Guest Gordon, February 28, 1999
    • 2 replies
    • 1.4k views
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    • John G
    • March 8, 1999

39. Method for computing taxable distribution after Roth recharacterizatio

    By Guest MBBrutman, February 27, 1999
    • 5 replies
    • 1.7k views
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    • Guest
    • March 1, 1999

40. Trust as Roth beneficiary

    By Guest Eve, February 25, 1999
    • 3 replies
    • 1.6k views
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    • Guest
    • March 2, 1999

41. How are conversions from traditional IRA to Roth IRA reported on 5498

    By Guest BLRyan, February 22, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • February 22, 1999

42. State Tax on Roth Conversion

    By Guest paul t, February 21, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • February 21, 1999

43. Req'd Est. tax payments 99,00,01

    By Guest lbspete, February 21, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • February 21, 1999

44. Tax on Roth Conversion from non-deduct 1997 IRA

    By Guest bbrian, February 19, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • February 19, 1999

45. CA treatment of Roth Conversion

    By Guest Lee, February 18, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • February 20, 1999

46. No minimum auto. deposit Roth mutual fund families.

    By Guest Stoughton, February 18, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • March 8, 1999

47. Help on Trad to ROTH IRA.

    By Guest Anthony Fusco, February 18, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • February 18, 1999

48. Roth IRA and Education

    By Guest rhess, February 16, 1999
    • 2 replies
    • 1.7k views
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    • Kathy
    • February 22, 1999

49. Raising Roth IRA contribution limit from $2,000 to $5,000

    By Guest Hampton, February 15, 1999
    • 4 replies
    • 1.5k views
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    • John G
    • February 24, 1999

50. Future Tax on Roth Ira

    By Guest Marcel, February 14, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • February 15, 1999