IRAs and Roth IRAs

3,120 topics in this forum

1. Trust as Beneficiary: Spousal Rollover

   By Guest reg_h2b, January 17, 2001
   • 14 replies
   • 3.3k views
   • 
   • Guest
   • June 15, 2001

2. Roth Conversions and AMT

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

3. Form 1099-R sent in error?

   By Guest Lonnie_parry, February 29, 2000
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • March 1, 2000

4. Roth IRA rollover to Roth 401k

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

5. HSA 2009 Limitation Chart (pdf)

   By Gary Lesser, May 14, 2008
   • 0 replies
   • 3.3k views
   • 
   • Gary Lesser
   • May 14, 2008

6. 4-year spread w/ regard to conversion to Roth

   By Guest robin s vatalaro, November 30, 1998
   • 5 replies
   • 3.3k views
   • 
   • Guest
   • December 30, 1998

7. 10% penalty for interrupting 72t payments

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

8. Social Security and Roth IRAs

   By Guest TJG, November 2, 1998
   • 1 reply
   • 3.3k views
   • 
   • Gary Lesser
   • November 4, 1998

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

   By Guest Daniel2, February 22, 2000
   • 1 reply
   • 3.3k views
   • 
   • Michael Devault
   • February 22, 2000

10. future taxation of ROTH distributions

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

11. IRA's For Full-time Investors?

    By Guest stubevan, October 14, 2000
    • 4 replies
    • 3.3k views
    • 
    • John G
    • November 3, 2000

12. 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
    • 3.3k views
    • 
    • Borsley
    • July 7, 2014

13. Trying to get this straight....

    By Guest msdossys, January 26, 2007
    • 24 replies
    • 3.3k views
    • 
    • John G
    • January 30, 2007

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

    By Guest Beverly Grossman, February 6, 2001
    • 11 replies
    • 3.3k views
    • 
    • John G
    • May 8, 2003

15. Using Roth funds to buy into an IPO?

    By Guest jc7032, February 3, 2000
    • 1 reply
    • 3.3k views
    • 
    • John G
    • February 3, 2000

16. Traditional IRA I can't contribute to anymore

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

17. fees for management of roth ira

    By Guest etherj, February 7, 2004
    • 8 replies
    • 3.2k views
    • 
    • John G
    • February 17, 2004

18. Rollover 401k After Tax Amount to Roth IRA

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

19. IRA for a minor

    By Guest PJRoxie, July 21, 2003
    • 6 replies
    • 3.2k views
    • 
    • dh003i
    • July 22, 2003

20. 5 Year Roth Rules

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

21. Small vs large cap fund for Roth IRA

    By Guest CWarner, March 19, 2001
    • 1 reply
    • 3.2k views
    • 
    • John G
    • March 19, 2001

22. How much money do I need to open an IRA?

    By Guest shanna_RN_1, February 17, 2005
    • 4 replies
    • 3.2k views
    • 
    • dh003i
    • February 19, 2005

23. 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

24. Roth IRA Withholding

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

25. Recharacterication of Roth IRA and Form 1040X

    By Guest benefits8, July 20, 2002
    • 8 replies
    • 3.2k views
    • 
    • mbozek
    • July 22, 2002

26. Rolling real estate from qualified plan into IRA

    By Guest Sieve, May 9, 2012
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • January 4, 2013

27. residence overseas, IRAs and Roth IRAs

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

28. COLA and Rollover Chart for 2007 and 2008

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

29. Lost Money on Roth - Can I contribute more?

    By Guest DaveXxxx, August 18, 2007
    • 8 replies
    • 3.2k views
    • 
    • John G
    • August 24, 2007

30. 27 years old, $2000 Roth IRA

    By Guest rickymac, October 14, 2002
    • 3 replies
    • 3.2k views
    • 
    • John G
    • October 14, 2002

31. 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

32. terminating Simple IRA

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

33. roth conversion law to pass

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

34. IRA Fees - Are they deductible?

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

35. Missed RMD

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

36. Roth IRA for baby son?

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

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

    By Guest ptb, December 18, 2006
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • December 19, 2006

38. Withholding requirement for IRA distribution.

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

39. 2010 Roth Conversion - In Service from 401(k)

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

40. IRA Held by an Estate

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

41. Can you put your contributions back if you withdraw early?

    By Guest jalkelly, February 3, 2008
    • 7 replies
    • 3.1k views
    • 
    • John G
    • February 18, 2008

42. Roth IRA Rules for US Citizen Living in Canada

    By Guest Kevbob, May 15, 2002
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • June 4, 2002

43. 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

44. Can I take out my Roth IRA contribution, not earnings,without tax or p

    By Guest farmer, December 18, 1998
    • 10 replies
    • 3.1k views
    • 
    • Kathy
    • January 14, 1999

45. 16 going on 17: roth IRA?

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

46. 401k/Roth IRA loophole?

    By Guest MichaelEdward, February 24, 2003
    • 7 replies
    • 3.1k views
    • 
    • BPickerCPA
    • February 25, 2003

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

    By Guest ElizabethH, March 13, 2001
    • 19 replies
    • 3.1k views
    • 
    • KJohnson
    • May 2, 2001

48. Roth IRA Early Distribution Taxed at Full Amount?

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

49. IRA distributed to incorrect bene...

    By Guest TPAStacey, October 9, 2008
    • 4 replies
    • 3.1k views
    • 
    • John G
    • October 9, 2008

50. Roth IRA fees / expense ratios

    By dh003i, June 21, 2004
    • 8 replies
    • 3.1k views
    • 
    • John G
    • June 24, 2004