IRAs and Roth IRAs

3,120 topics in this forum

1. Trying to get this straight....

   By Guest msdossys, January 26, 2007
   • 24 replies
   • 3.3k views
   • 
   • John G
   • January 30, 2007

2. TSA transfer to Roth IRA

   By Guest davidm, October 5, 2000
   • 3 replies
   • 4.1k views
   • 
   • Michael Devault
   • October 9, 2000

3. Turbo Tax is telling me that I have to withdraw my IRA - I have no idea why

   By Guest brooklynjoe, April 14, 2005
   • 3 replies
   • 1.3k views
   • 
   • John G
   • April 14, 2005

4. Turned 70 1/2 in 2000. Can the new proposed regs be used for the firs

   By KJohnson, February 23, 2001
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • February 23, 2001

5. Turns age 70.5 next year

   By John Feldt ERPA CPC QPA, June 29, 2010
   • 3 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • June 30, 2010

6. Two Roth Accounts?

   By Guest kks, July 16, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 16, 2001

7. TY1998 with a negative net income and a prematurely-funded Roth IRA ($

   By Guest ewittemd, December 28, 1999
   • 3 replies
   • 1.5k views
   • 
   • BPickerCPA
   • December 28, 1999

8. UBTI

   By Guest Sieve, October 6, 2009
   • 33 replies
   • 6.7k views
   • 
   • J Simmons
   • October 21, 2009

9. UBTI and Alternative Minimum Tax

   By Guest Carrie Dover, July 28, 2009
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 28, 2009

10. UBTI in IRA

    By k man, November 8, 2007
    • 1 reply
    • 2.3k views
    • 
    • jevd
    • November 8, 2007

11. UBTI in IRA

    By Guest TPALona, April 24, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 25, 2014

12. UBTI in IRA's

    By Guest cdklotz, April 9, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • April 14, 2003

13. UBTI on IRAs

    By Guest Pat Metallic, June 23, 2005
    • 5 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 25, 2005

14. UBTI Payment/990-T

    By Guest cashmere, March 9, 2007
    • 8 replies
    • 4k views
    • 
    • Guest
    • April 4, 2008

15. Ugly IRA problem- any VCP like option?

    By Flyboyjohn, November 21, 2019
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • January 6, 2020

16. Under 59 1/2, take out money from Roth Ira below level I paid taxes on?

    By Guest Barbaraira, November 23, 2003
    • 2 replies
    • 2k views
    • 
    • Appleby
    • November 25, 2003

17. Undoing erroneous withdrawal.

    By Guest anthony devito, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • October 13, 2000

18. Undoing ROTH conversion

    By nancy, February 8, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 18, 2000

19. Undoing Roth Conversion-Partial Reversal?

    By Guest SLUSTIG, December 10, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 16, 1998

20. Unemployed + windfall + Roth IRA?

    By Guest TokyoDan0, March 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

21. unforeseen acquisition

    By Biz Develop Consultant BJF, December 7, 2021
    • 1 reply
    • 765 views
    • 
    • Luke Bailey
    • December 9, 2021

22. unqualified Roth IRA contributions

    By Guest swamp100, April 3, 2006
    • 5 replies
    • 3.6k views
    • 
    • txdd
    • April 19, 2006

23. Unqualified Withdrawals

    By TD, July 28, 2023
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • August 1, 2023

24. Unregistered IRA fund and custodian

    By Guest jblarson2002, February 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2004

25. Unrelated Business Taxable Income

    By jane123, August 29, 2003
    • 11 replies
    • 4.9k views
    • 
    • Appleby
    • September 8, 2003

26. Unreported Traditional IRA Basis with a Roth Conversion

    By Guest MSDalt, April 4, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2009

27. UnRoth States

    By Guest Jim Brennan, October 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

28. Updated Tables for RMD Calcs?

    By Christine Roberts, January 3, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 4, 2002

29. URGENT,REWARD: HOW TO PUT LAND IN ROTH IRA?

    By Guest tmm, March 22, 2000
    • 6 replies
    • 2.2k views
    • 
    • BPickerCPA
    • April 3, 2000

30. Use of Individual Retirement Account as Collateral -- OK in Florida?

    By Guest lifeweb, July 26, 1999
    • 2 replies
    • 3k views
    • 
    • Dave Baker
    • July 27, 1999

31. use of notice 2000-32 ,excess contribution as a negative number. how

    By Guest bobkat, February 26, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • March 3, 2001

32. Use of Roth IRA as a " tax shelter" for appreciated assets

    By mbozek, November 13, 2003
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • December 31, 2003

33. User fee for IRS Private Letter Ruling???

    By Kathy, December 29, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 30, 1998

34. Using 2002 tax return for 2002 Roth IRA--Legal?

    By Guest jumbonav, December 23, 2002
    • 12 replies
    • 1.5k views
    • 
    • Appleby
    • December 30, 2002

35. Using a ROTH as a down payment on a house

    By Guest lilmishana, March 4, 2004
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • March 4, 2004

36. Using a Roth IRA for childs education

    By Guest ryally, November 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • JAMES PATRICK
    • December 27, 2001

37. 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

38. Using a series of partial Roth Conversions to stay within low marginal

    By Guest WFMinter, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 17, 1999

39. using an IRA for start-up capital?

    By Guest Daniel Fisher, February 10, 1999
    • 8 replies
    • 2k views
    • 
    • Dave Baker
    • November 2, 1999

40. Using Codicil to create Life Estate and distribute remainder interest to beneficiaries via an annuity if the beneficiaries agree to life distribution from IRA.

    By Guest godmom, November 8, 2004
    • 2 replies
    • 2.8k views
    • 
    • Bruce Steiner
    • November 14, 2004

41. Using IRA to pay attorney fees related to divorce

    By bzorc, October 3, 2005
    • 3 replies
    • 4.5k views
    • 
    • QDROphile
    • October 4, 2005

42. using IRA towards buying my second house..

    By Guest SEW, August 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • John G
    • August 10, 2001

43. Using Money From The Sale Of Inherited Land?

    By Guest ptmoney1, January 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 8, 2002

44. Using my Roth IRA to pay student loans

    By Guest sherylm07, January 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 10, 2002

45. Using Roth for college expense planning

    By Guest tplovelock, September 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • John G
    • September 17, 1999

46. Using Roth funds to buy into an IPO?

    By Guest jc7032, February 3, 2000
    • 1 reply
    • 3.3k views
    • 
    • John G
    • February 3, 2000

47. USing ROTH IRA for home buying?

    By Guest gandhimn, January 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • JAMES PATRICK
    • January 12, 2001

48. Using Roth IRA's for first time home buying.

    By Guest Joshua Dix, October 31, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 1, 2005

49. Using Stock (only)for a ROTH IRA

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

50. Using Stock Options in a self-directed Roth

    By Guest GeneJ, January 4, 2005
    • 4 replies
    • 1.2k views
    • 
    • John G
    • January 7, 2005