IRAs and Roth IRAs

3,118 topics in this forum

1. Roth Five-Year Rule for Qualifed Distributions

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

2. late minimum required distributions

   By Guest JBeck, May 11, 2004
   • 1 reply
   • 1.1k views
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   • Guest
   • May 11, 2004

3. Roth IRA + SIMPLE

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

4. 70 1/2 distributions

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

5. Complete Roth IRA Code

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

6. ESA--funding

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

7. Switching Brokerage

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

8. restricted purchase

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

9. rollover of too much

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

10. Rollover - Tax Implications

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

11. What to do about over contribution

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

12. inheriting two IRA accounts from the same spouse

    By Ron Torgesen, October 25, 2021
    • 4 replies
    • 1.1k views
    • 
    • Ron Torgesen
    • October 30, 2021

13. withdrawing Roth IRA contributions

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

14. Roth IRA Loss

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

15. Tax for early withdraw.

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

16. Roth Conversion Issue

    By bzorc, September 25, 2023
    • 2 replies
    • 1.1k views
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    • bzorc
    • September 25, 2023

17. filing tax return and Roth

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

18. Minimum distribution from IRA

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

19. Catch-up contributions--timing

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

20. 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

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

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

22. Failed Conversion

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

23. IRA to Roth IRA Conversions

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

24. Risks of a Mistitled Inherited IRA?

    By JoeBialy, April 4, 2019
    • 2 replies
    • 1.1k views
    • 
    • card
    • April 8, 2019

25. Roth recharacertization followed by another conversion & caretaker error

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

26. Available Roth IRA Accounts

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

27. Must Court/Judge Approve Divorce Decree?

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

28. Financial Resolutions for the New Year

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

29. 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

30. What Is The Best Roll Over Plan

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

31. Recharacterize Converted Traditional IRA

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

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. Sep IRA to IRA to Roth

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

34. 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

35. IRA Beneficiaries

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

36. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

    By Sabrina1, February 19, 2024
    • 0 replies
    • 1.1k views
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    • Sabrina1
    • February 19, 2024

37. Further my post re lost IRA funds

    By Guest jblarson2002, February 18, 2004
    • 1 reply
    • 1.1k views
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    • mbozek
    • February 18, 2004

38. continue contributions to Roth IRA during economic decline?

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

39. losses in Roth IRA

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

40. 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
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    • John G
    • November 3, 2004

41. 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

42. Roth contributions for married filing jointly

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

43. IRA and Non-Recourse Lending

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

44. Roth Ira

    By Guest Ceres39, January 24, 2003
    • 1 reply
    • 1.1k views
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    • Appleby
    • January 24, 2003

45. Question from a first timer, just making sure of something?

    By Guest Dbro, January 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

46. IRA protection

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

47. conflicting performances on mutual funds

    By Guest scotty69, October 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • John G
    • October 19, 2003

48. What to do on an ineligible Roth investment

    By Guest lorenzo, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • March 24, 2004

49. Rollver Back to Same IRA Within 60 Days

    By Guest EBGEEK, January 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2003

50. Roth contribution

    By Guest mata27, June 4, 2004
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • June 4, 2004