IRAs and Roth IRAs

3,120 topics in this forum

1. IRA funding deadline vs tax filing

   By ombskid, March 20, 2015
   • 8 replies
   • 2.2k views
   • 
   • John G
   • March 30, 2015

2. 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

3. ROTH Investment Still Worthwhile?

   By Guest wobber, December 3, 2002
   • 7 replies
   • 1.8k views
   • 
   • John G
   • December 12, 2002

4. Traditional IRA I can't contribute to anymore

   By Guest alrtx, August 13, 2006
   • 7 replies
   • 3.3k views
   • 
   • John G
   • September 14, 2006

5. Can the IRS disallow an IRA 60-day rollover if the intent was to take a short-term loan?

   By Guest Fishchick, February 23, 2004
   • 7 replies
   • 5.2k views
   • 
   • Kirk Maldonado
   • February 24, 2004

6. Early Distribution Rule

   By Guest walgie, May 3, 2004
   • 7 replies
   • 1.4k views
   • 
   • BPickerCPA
   • May 4, 2004

7. Combining Roth IRA and Roth Conversion

   By Guest SteveS, February 29, 2000
   • 7 replies
   • 4.4k views
   • 
   • John G
   • March 10, 2000

8. Purchaing real estate inside an IRA

   By Archimage, October 2, 2003
   • 7 replies
   • 1.5k views
   • 
   • mbozek
   • October 3, 2003

9. Borrowing against Roth IRA

   By Guest SPollock, May 12, 1999
   • 7 replies
   • 2.2k views
   • 
   • John G
   • May 15, 1999

10. EGTRRA Default IRA

    By Guest JMKirschbaum, May 15, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • May 16, 2002

11. Bank managed Common Fund Investments

    By Guest agsmith, September 18, 2002
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 19, 2002

12. Can an Estate complete the rollover of the decedent if done before clo

    By Guest blaster, May 20, 1999
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 1999

13. ROTH IRA for my 9yr. old daughter?

    By Guest Hybrid93Hatch, December 5, 2006
    • 7 replies
    • 2.5k views
    • 
    • John G
    • December 5, 2006

14. Series of 60 day IRA loans?

    By UM1234, May 20, 2014
    • 7 replies
    • 2.5k views
    • 
    • John G
    • December 12, 2014

15. death beneficiary options

    By Guest gastultz, April 16, 2001
    • 7 replies
    • 1.8k views
    • 
    • BPickerCPA
    • April 18, 2001

16. IRA lawsuit and settlement proceeds

    By Guest ericbr, April 23, 2003
    • 7 replies
    • 8.7k views
    • 
    • Appleby
    • April 30, 2003

17. Excess accumulation 50% tax -- How does IRS respond?

    By Guest BoyAlex, November 15, 2003
    • 7 replies
    • 6k views
    • 
    • Appleby
    • December 2, 2003

18. Rollover 401(k) to Roth IRA

    By Guest Barney Byrd, March 18, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2000

19. Partial recharacterization of multiple conversions from traditional IR

    By Guest Ken Behrens, October 26, 2000
    • 7 replies
    • 2.5k views
    • 
    • BPickerCPA
    • October 28, 2000

20. Recharacterize - dollars or shares?

    By Guest Daniel Shedd, September 19, 2002
    • 7 replies
    • 6.3k views
    • 
    • Guest
    • September 28, 2002

21. Early Roth withdrawl, what are the penalties?

    By Guest soberjedi, March 23, 2000
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • March 25, 2000

22. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • September 11, 2018

23. IRA-Debt Financing for Real Estate

    By JAY21, November 6, 2006
    • 7 replies
    • 2.7k views
    • 
    • John G
    • July 23, 2007

24. Non-traditional Student beginner to investing

    By Guest laheyc82, July 16, 2008
    • 7 replies
    • 1.6k views
    • 
    • John G
    • July 17, 2008

25. Is the fee to manager with trading authority in an IRA taxable if withdrawn from the IRA?

    By Guest rkal66, March 10, 2004
    • 7 replies
    • 2.7k views
    • 
    • mbozek
    • March 12, 2004

26. Roth qualifications based on earn income and stock income

    By Guest andrewg, March 30, 2000
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • April 1, 2000

27. 401(k) pretax to Roth IRA rollover - paper trail?

    By Borsley, March 3, 2010
    • 7 replies
    • 6.3k views
    • 
    • mbozek
    • March 7, 2010

28. IRA Prototype Language

    By Guest StanJacobson, June 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 2, 1999

29. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • January 26, 2021

30. PT Question

    By Scuba 401, May 23, 2018
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 2, 2018

31. What is the definition of 59.5?

    By Guest Fishchick, June 28, 2002
    • 7 replies
    • 26.2k views
    • 
    • JAMES PATRICK
    • July 3, 2002

32. Estimated Tax Payments

    By Guest banderson4, December 13, 1998
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 1999

33. IRA RMD Calculation -

    By Guest AJ Milano, November 18, 2002
    • 7 replies
    • 2.4k views
    • 
    • Appleby
    • November 20, 2002

34. What do I do if I had to recharacterize my Roth IRA back to a traditio

    By Guest M Irby, March 7, 2001
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • March 9, 2001

35. prohibited transaction?

    By randagulp, August 6, 2015   

    • prohibited transaction
    • ira
    • 7 replies
    • 1.6k views
    • 
    • randagulp
    • August 7, 2015

36. Is an IRA’s sale to a not-yet spouse a prohibited transaction?

    By Peter Gulia, September 27, 2022
    • 7 replies
    • 2.5k views
    • 
    • JOH
    • September 29, 2022

37. Reconversion

    By Guest AMAN, August 17, 1999
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • August 23, 1999

38. Roth IRA Loans

    By Guest carol lynn, August 11, 2002
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 18, 2002

39. Recent Forbes "IRA Adventures " implied your IRAs could own your business

    By Guest tclviii=rira, November 1, 2005
    • 7 replies
    • 2.3k views
    • 
    • John G
    • November 4, 2005

40. Contribute to 2003 or 2004 Roth after filing taxes?

    By Guest aninnag, March 28, 2004
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • April 2, 2004

41. Broker converted half (instead of all) my IRA to Roth IRA by Dec 31-Fi

    By Guest joanne, January 15, 1999
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

42. Withdrawals for education purposes?

    By Guest MattG, January 12, 1999
    • 7 replies
    • 1.6k views
    • 
    • Kathy
    • January 26, 1999

43. Short Selling in IRA / Profit Sharing Plan

    By Guest tschotland, July 22, 2008
    • 7 replies
    • 9.8k views
    • 
    • Guest
    • July 24, 2008

44. Max Contributions to 401(k), IRA, Roth IRA?

    By Guest maf, May 6, 2005
    • 7 replies
    • 3.6k views
    • 
    • John G
    • May 10, 2005

45. Distribution From Roth

    By Guest jfreeborn, December 17, 2010
    • 7 replies
    • 2.1k views
    • 
    • masteff
    • February 15, 2013

46. IRA - Rollover COntributions

    By Guest AJ Milano, February 21, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • February 22, 2002

47. IRA Beneficiary Dies Hours After Original Depositor

    By guestdelta, September 5, 2024
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • December 27, 2024

48. I need advice on where to put my money. Not sure what is best for my situation

    By Guest yote25, April 19, 2006
    • 7 replies
    • 2.6k views
    • 
    • John G
    • May 27, 2006

49. No beneficiary named under a Traditional IRA, but the spouse is the sole beneficiary and the executor of the estate

    By katieinny, November 18, 2010
    • 7 replies
    • 10.1k views
    • 
    • John G
    • January 6, 2011

50. Inherited IRA

    By Guest LAD, September 25, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 2, 2002