IRAs and Roth IRAs

3,120 topics in this forum

1. Roth Five-Year Rule for Qualifed Distributions

   By Guest IraSue, February 26, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 26, 2007

2. Post-RBD Distributions under SECURE ACT Provisions

   By LeslieMM, January 9, 2020   

   • ira
   • secure
   • (and 2 more)

     Tagged with:

     • ira
     • secure
     • beneficiary
     • distributions
   • 1 reply
   • 1.1k views
   • 
   • G8Rs
   • January 13, 2020

3. Switching Brokerage

   By Guest dodos, August 18, 2004
   • 1 reply
   • 1.1k views
   • 
   • Appleby
   • August 19, 2004

4. Traditional, Roth, or both?

   By Guest hairfarmer, April 18, 2006
   • 1 reply
   • 1.1k views
   • 
   • John G
   • April 26, 2006

5. Reporting excess ROTH earnings

   By Guest sammy2, April 8, 2004
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • April 9, 2004

6. Roth Converstion

   By Guest 1040max, December 20, 2002
   • 1 reply
   • 1.1k views
   • 
   • John G
   • December 21, 2002

7. Disclaimers w/ Trusts

   By Guest reg jones, July 19, 2003
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • July 23, 2003

8. roth ira

   By Guest eric greenleaf, August 4, 2003
   • 2 replies
   • 1.1k views
   • 
   • John G
   • August 4, 2003

9. What Is The Best Roll Over Plan

   By Guest KMD, December 11, 2002
   • 1 reply
   • 1.1k views
   • 
   • John G
   • December 11, 2002

10. Roth IRA + SIMPLE

    By Guest tmeltz, January 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 14, 2007

11. restricted purchase

    By Guest bob1, April 21, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 21, 2006

12. 70 1/2 distributions

    By Guest revier, September 14, 2004
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • September 14, 2004

13. Complete Roth IRA Code

    By Guest kenshireen, October 19, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2002

14. QCD for Split-Interest Entity

    By Ian, June 16, 2023
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • June 16, 2023

15. Deductible Iras

    By Guest batberf, March 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 30, 2003

16. ESA--funding

    By Felicia, November 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 16, 2004

17. What to do about over contribution

    By Guest jrhoades, November 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 28, 2002

18. rollover of too much

    By Felicia, December 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 10, 2004

19. filing tax return and Roth

    By Guest enigmaaaaa, December 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 31, 2003

20. Tax for early withdraw.

    By Guest davidxwang860, March 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 20, 2002

21. Rollover - Tax Implications

    By Guest GeorgiaTarHeel, May 6, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 7, 2005

22. Lump sum pension payment

    By JerT, November 8, 2018
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 8, 2018

23. Minimum distribution from IRA

    By nancy, December 3, 2002
    • 1 reply
    • 1.1k views
    • 
    • BPickerCPA
    • December 3, 2002

24. Roth IRA Loss

    By Guest jgoing, January 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • John G
    • January 22, 2003

25. Failed Conversion

    By Randy Watson, March 16, 2009
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • March 16, 2009

26. Catch-up contributions--timing

    By Felicia, April 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 14, 2004

27. withdrawing Roth IRA contributions

    By Guest artemis freely, March 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • March 26, 2003

28. Roth recharacertization followed by another conversion & caretaker error

    By Guest rrmiller, February 13, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2009

29. 401K rollover to IRA and conversion to Roth

    By Guest nukejohn, November 23, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 23, 2003

30. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12, 2020   

    • inherited ira
    • 1099r
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • May 13, 2020

31. IRA to Roth IRA Conversions

    By Guest JIM99, December 12, 2002
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2002

32. May someone have both an IRA and a money purchase pension plan?

    By Guest Enda80, October 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 21, 2009

33. IRA protection

    By 52626, March 3, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 4, 2015

34. Financial Resolutions for the New Year

    By dh003i, January 1, 2005
    • 0 replies
    • 1.1k views
    • 
    • dh003i
    • January 1, 2005

35. Available Roth IRA Accounts

    By Guest 7777, April 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • John G
    • April 4, 2003

36. Must Court/Judge Approve Divorce Decree?

    By jane123, August 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • jane123
    • August 7, 2003

37. trust beneficiary of retirement plan

    By Scuba 401, March 17, 2021
    • 4 replies
    • 1.1k views
    • 
    • JOH
    • March 18, 2021

38. Withdraw from traditional IRA or 401K in 2004 for 2003 income

    By Guest BmattIII, April 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • John G
    • April 3, 2004

39. continue contributions to Roth IRA during economic decline?

    By Guest wjprime, March 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • John G
    • March 11, 2003

40. Sep IRA to IRA to Roth

    By Guest alitrac, March 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • March 4, 2003

41. IRA and Non-Recourse Lending

    By Guest SSSP, November 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 14, 2014

42. Purported Traditional IRA Conversion to Roth IRA Gone Bad

    By Guest EMM118, January 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • John G
    • January 10, 2007

43. Recharacterize Converted Traditional IRA

    By bzorc, March 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • March 19, 2012

44. Would I pay the same amount in taxes to convert to Roth?

    By Guest ctfudge07, January 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 17, 2007

45. losses in Roth IRA

    By Guest dcf, November 11, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 11, 2002

46. Roth contributions for married filing jointly

    By Guest pingilipkr, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • JAMES PATRICK
    • January 20, 2004

47. How to use this site: Don't forget there is a search engine !

    By John G, March 29, 2011
    • 0 replies
    • 1.1k views
    • 
    • John G
    • March 29, 2011

48. IRA Beneficiaries

    By Guest JBS, June 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • BPickerCPA
    • June 17, 2003

49. Moving to a new fund - like to know if it matters when I convert?

    By Guest quaspro, November 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 3, 2004

50. Old Pension client on disability... $ in IRA now & wants to withdrawl

    By K-t-F, January 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 5, 2004