IRAs and Roth IRAs

3,118 topics in this forum

1. are two conversions per year allowed?

   By Guest judorock, February 18, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • February 18, 2002

2. Are viaticals a prohibited investment for a self-directed IRA?

   By Guest angieeasterling, August 22, 2000
   • 3 replies
   • 2.4k views
   • 
   • John G
   • August 29, 2000

3. Are we allowed to own both a Roth and and trad. IRA at the same time?

   By Guest jmarvin, December 3, 2006
   • 2 replies
   • 1.5k views
   • 
   • John G
   • December 4, 2006

4. Are you a private investor?

   By Guest Acrsa, July 5, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • July 6, 2000

5. Are you required to withdraw after turning 70?

   By Guest forester, January 7, 2002
   • 5 replies
   • 1.4k views
   • 
   • david rigby
   • January 7, 2002

6. Asset allocation

   By Guest Gracey, May 15, 2008
   • 4 replies
   • 1.9k views
   • 
   • John G
   • May 15, 2008

7. Assigning the right of inherited IRA assets- what are the effects?

   By Guest Shelton, June 5, 2002
   • 2 replies
   • 2.3k views
   • 
   • mbozek
   • June 6, 2002

8. Assuring your existing "Roth Instrument" remains "Roth-

   By Guest LETurner, February 4, 2003
   • 1 reply
   • 991 views
   • 
   • John G
   • February 5, 2003

9. At age 50, is it to late to save for retirement?

   By Guest Ann Harrison, March 10, 2001
   • 5 replies
   • 1.8k views
   • 
   • John G
   • March 12, 2001

10. At what point in time is an IRA contribution considered an "exces

    By Guest amfam2, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 7, 2002

11. Attribution

    By Guest u2achtungbaby, June 21, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 5, 2001

12. Automatic Rollover IRAs

    By Guest mlee, April 16, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • April 16, 2004

13. Available Roth IRA Accounts

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

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

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

15. avoidance of 59 1/2 penalty

    By wsp, November 16, 2005
    • 6 replies
    • 2k views
    • 
    • jevd
    • November 17, 2005

16. Avoiding 10% premature distribution penalty

    By SMB, October 1, 2008
    • 2 replies
    • 2.6k views
    • 
    • ERISAnut
    • October 1, 2008

17. Avoiding excise tax on excess IRA contributions

    By k man, March 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • March 12, 2008

18. Back Door IRAs

    By Sydney, June 15, 2017
    • 4 replies
    • 1.1k views
    • 
    • jashendorf
    • June 16, 2017

19. Backdoor Roth Conversion: is loan offset rollover "deductible" or "non-deductible" contribution?

    By Era, January 15, 2021
    • 1 reply
    • 618 views
    • 
    • Lou S.
    • January 15, 2021

20. Bank managed Common Fund Investments

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

21. Bank rollover

    By John G, April 5, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 5, 1999

22. Barry Picker

    By Guest Shelton, September 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • September 17, 2001

23. basic 'start-up' questions

    By Guest Lise Moore, June 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 17, 2000

24. Basic Questions

    By Guest l_bhargava, April 2, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 4, 2002

25. Basic questions about the Roth

    By Guest BrianfromWash, October 16, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 18, 2000

26. BASIS ADJUSTMENT ON DEATH OF ROTH IRA OWNER? CAN HEIR DEDUCT LOSS?

    By Guest TIM KURL, July 9, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 9, 2004

27. Basis in Roth IRAS

    By rfahey, February 11, 2014
    • 10 replies
    • 2.2k views
    • 
    • masteff
    • February 12, 2014

28. Basis on Roth Conversion with 401K Rollover Unconverted?

    By Guest SONNI, April 8, 1999
    • 1 reply
    • 1.8k views
    • 
    • Kathy
    • April 8, 1999

29. Be ever vigilant about mundane paperwork! Lost docs

    By John G, April 2, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 8, 2005

30. Beef to ROTH ?

    By Guest, September 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 7, 1999

31. Beg. 2002, 401(k) far superior to SIMPLE or SEP IRA's

    By Guest Eric Cernyar, June 9, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 10, 2001

32. begin Roth now or after April 17th?

    By Guest calluke, March 29, 2006
    • 4 replies
    • 1.6k views
    • 
    • John G
    • March 30, 2006

33. Beginner basics - how to get started

    By Guest andyandy, October 22, 2004
    • 0 replies
    • 968 views
    • 
    • Guest
    • October 22, 2004

34. Beginner needs help!

    By Guest Newbie, November 9, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 12, 2002

35. beneficary IRA need clarification for 1099-R

    By Guest JulieT, February 14, 2002
    • 5 replies
    • 4k views
    • 
    • Guest
    • March 6, 2002

36. Beneficial IRA distributions

    By Guest Denise Murphy, August 17, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • August 23, 1999

37. Beneficiaries naming beneficiaries.

    By Guest Kathleen Fouquet, February 19, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 21, 2002

38. Beneficiary change on IRA without owner's consent

    By Guest FAB, September 1, 2010
    • 27 replies
    • 10.4k views
    • 
    • John G
    • May 12, 2014

39. beneficiary designation

    By Guest JBeck, February 17, 2005
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • February 18, 2005

40. Beneficiary Designation

    By bzorc, May 12, 2008
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2008

41. Beneficiary designation invalid because it was completed "too close to date of death" of IRA owner?

    By billfgrady, October 13, 2005
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • October 13, 2005

42. beneficiary designation question

    By k man, September 9, 2004
    • 9 replies
    • 1.6k views
    • 
    • k man
    • September 13, 2004

43. Beneficiary dies, estate is beneficiary

    By ombskid, December 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 14, 2007

44. Beneficiary Disclamers on IRA Death Proceeds: Need an opinion

    By Guest David Hammond SRS, January 7, 1999
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 8, 1999

45. Beneficiary IRA

    By Guest P A Weick, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • Appleby
    • July 25, 2003

46. Beneficiary IRA Distribution

    By Guest talktomatthew, August 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • August 12, 2002

47. Beneficiary IRAs

    By Bruce Steiner, March 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • March 25, 2003

48. Beneficiary is estate

    By Felicia, August 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • August 3, 2004

49. Beneficiary naming Benficiary

    By Guest LMH, July 20, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 1999

50. Beneficiary payout

    By Guest tws, May 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 6, 2003