IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA rollover to Roth 401k

   By Alan Simpson, October 19, 2005
   • 6 replies
   • 3.3k views
   • 
   • Bird
   • October 21, 2005

2. 10% penalty for interrupting 72t payments

   By Guest bmurphy, September 1, 2004
   • 3 replies
   • 3.3k views
   • 
   • John G
   • September 13, 2004

3. Roth Conversions and AMT

   By Guest quincybadger, December 11, 2009
   • 5 replies
   • 3.3k views
   • 
   • Appleby
   • April 27, 2010

4. future taxation of ROTH distributions

   By Guest overly concerned?, July 21, 2009
   • 11 replies
   • 3.3k views
   • 
   • eeyore
   • July 30, 2009

5. Roth IRA (is 9% realistic)

   By Guest runninlate, April 8, 2006
   • 4 replies
   • 3.3k views
   • 
   • Guest
   • April 10, 2006

6. Form 1099-R sent in error?

   By Guest Lonnie_parry, February 29, 2000
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • March 1, 2000

7. Social Security and Roth IRAs

   By Guest TJG, November 2, 1998
   • 1 reply
   • 3.2k views
   • 
   • Gary Lesser
   • November 4, 1998

8. Inherited IRA and escheatment

   By BruceM, March 10, 2022
   • 12 replies
   • 3.2k views
   • 
   • ACK
   • March 23, 2022

9. Traditional IRA I can't contribute to anymore

   By Guest alrtx, August 13, 2006
   • 7 replies
   • 3.2k views
   • 
   • John G
   • September 14, 2006

10. 4-year spread w/ regard to conversion to Roth

    By Guest robin s vatalaro, November 30, 1998
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • December 30, 1998

11. Rollover 401k After Tax Amount to Roth IRA

    By Guest PeteC, December 3, 2008
    • 1 reply
    • 3.2k views
    • 
    • Appleby
    • December 4, 2008

12. Trying to get this straight....

    By Guest msdossys, January 26, 2007
    • 24 replies
    • 3.2k views
    • 
    • John G
    • January 30, 2007

13. Can I Aggregate Individual Retirement Account & Individual Retirement Annuity RMDs?

    By Guest GaryB, June 6, 2014   

    • annuities
    • annuity
    • (and 3 more)

      Tagged with:

      • annuities
      • annuity
      • IRA
      • RMD
      • aggregate
    • 2 replies
    • 3.2k views
    • 
    • Borsley
    • July 7, 2014

14. Roth IRA Withholding

    By Guest Sarah Brenner, January 3, 2001
    • 3 replies
    • 3.2k views
    • 
    • Appleby
    • March 2, 2004

15. 5 Year Roth Rules

    By Guest Paladin, December 17, 2005
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • December 29, 2005

16. need some help/answers to rollover pension into a traditional IRA

    By Guest caclancy, September 26, 2005
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • September 26, 2005

17. Roth IRA - late conversion -Jan instead of Dec - broker error

    By Guest Beverly Grossman, February 6, 2001
    • 11 replies
    • 3.2k views
    • 
    • John G
    • May 8, 2003

18. May a non-resident contribute to Roth IRA?

    By Guest Daniel2, February 22, 2000
    • 1 reply
    • 3.2k views
    • 
    • Michael Devault
    • February 22, 2000

19. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • May 21, 2008

20. IRA's For Full-time Investors?

    By Guest stubevan, October 14, 2000
    • 4 replies
    • 3.2k views
    • 
    • John G
    • November 3, 2000

21. residence overseas, IRAs and Roth IRAs

    By Guest jjjer, September 10, 2003
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • September 22, 2005

22. Small vs large cap fund for Roth IRA

    By Guest CWarner, March 19, 2001
    • 1 reply
    • 3.1k views
    • 
    • John G
    • March 19, 2001

23. terminating Simple IRA

    By 52626, February 18, 2015
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 18, 2015

24. roth conversion law to pass

    By Guest lskin, May 18, 2006
    • 6 replies
    • 3.1k views
    • 
    • E as in ERISA
    • May 19, 2006

25. Recharacterication of Roth IRA and Form 1040X

    By Guest benefits8, July 20, 2002
    • 8 replies
    • 3.1k views
    • 
    • mbozek
    • July 22, 2002

26. Roth IRA for baby son?

    By Guest seansdad, April 3, 2002
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • April 9, 2002

27. Can a grantor trust be treated as the "owner" of an IRA?

    By Guest dkb1955, November 1, 2000
    • 1 reply
    • 3.1k views
    • 
    • BPickerCPA
    • November 1, 2000

28. IRA for a minor

    By Guest PJRoxie, July 21, 2003
    • 6 replies
    • 3.1k views
    • 
    • dh003i
    • July 22, 2003

29. 2010 Roth Conversion - In Service from 401(k)

    By Lou S., January 4, 2010
    • 8 replies
    • 3.1k views
    • 
    • mbozek
    • February 9, 2010

30. Lost my job; can I get money out of my Roth IRA due to hardship?

    By Guest patman, October 1, 2003
    • 2 replies
    • 3.1k views
    • 
    • mbozek
    • October 2, 2003

31. Withholding requirement for IRA distribution.

    By Guest Mary Ann, November 21, 2002
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • November 27, 2002

32. Missed RMD

    By Lou S., March 28, 2011
    • 6 replies
    • 3.1k views
    • 
    • Lou S.
    • March 29, 2011

33. Using Roth funds to buy into an IPO?

    By Guest jc7032, February 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • John G
    • February 3, 2000

34. IRA Held by an Estate

    By ERISA-Bubs, June 2, 2011
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • June 20, 2011

35. Roth IRA Early Distribution Taxed at Full Amount?

    By Guest HTaylor, August 22, 2011
    • 5 replies
    • 3.1k views
    • 
    • mbozek
    • August 23, 2011

36. Rolling real estate from qualified plan into IRA

    By Guest Sieve, May 9, 2012
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • January 4, 2013

37. Can an IRA hold a stock in a non-publicly traded security?

    By Guest roger k, November 9, 2000
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • November 14, 2000

38. IRA Fees - Are they deductible?

    By Guest AJ Milano, June 1, 2000
    • 6 replies
    • 3.1k views
    • 
    • John G
    • June 9, 2000

39. 16 going on 17: roth IRA?

    By Guest JimmyC, July 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • August 8, 2008

40. 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

41. Check book control of IRA

    By Guest valerie4975, February 12, 2005
    • 20 replies
    • 3k views
    • 
    • John G
    • February 21, 2005

42. Stretch IRA - administrative guidance?

    By Guest amfam2, February 9, 2004
    • 11 replies
    • 3k views
    • 
    • Appleby
    • February 19, 2004

43. An inherited IRA

    By Guest AngelaK, October 11, 2001
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 14, 2001

44. Roth 401(K)s and 415 limits

    By Guest bostonroscrea, August 22, 2008
    • 6 replies
    • 3k views
    • 
    • K2retire
    • August 23, 2008

45. Annuity to IRA - first time homebuyer downpayment

    By Guest kbeers, March 16, 2000
    • 1 reply
    • 3k views
    • 
    • BPickerCPA
    • March 16, 2000

46. How to caluculate life expectancy of spouse if not sole beneficiary.

    By Guest ElizabethH, March 13, 2001
    • 19 replies
    • 3k views
    • 
    • KJohnson
    • May 2, 2001

47. 2010 Conversion

    By Earl, March 23, 2007
    • 13 replies
    • 3k views
    • 
    • Earl
    • April 4, 2007

48. Conversion of IRA to Roth IRA prevents Roth IRA contribution?

    By Guest ptb, December 18, 2006
    • 14 replies
    • 3k views
    • 
    • Guest
    • December 19, 2006

49. Roth IRA Rules for US Citizen Living in Canada

    By Guest Kevbob, May 15, 2002
    • 3 replies
    • 3k views
    • 
    • Guest
    • June 4, 2002

50. 27 years old, $2000 Roth IRA

    By Guest rickymac, October 14, 2002
    • 3 replies
    • 3k views
    • 
    • John G
    • October 14, 2002