IRAs and Roth IRAs

3,121 topics in this forum

1. 457B plan for Roth IRA contributions

   By Guest Joyce 777, February 5, 1999
   • 2 replies
   • 1.8k views
   • 
   • Gary Lesser
   • February 24, 1999

2. How are conversions from traditional IRA to Roth IRA reported on 5498

   By Guest BLRyan, February 22, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 22, 1999

3. Roth IRA and Education

   By Guest rhess, February 16, 1999
   • 2 replies
   • 1.7k views
   • 
   • Kathy
   • February 22, 1999

4. State Tax on Roth Conversion

   By Guest paul t, February 21, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • February 21, 1999

5. Req'd Est. tax payments 99,00,01

   By Guest lbspete, February 21, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • February 21, 1999

6. CA treatment of Roth Conversion

   By Guest Lee, February 18, 1999
   • 1 reply
   • 1.4k views
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   • Guest
   • February 20, 1999

7. Tax on Roth Conversion from non-deduct 1997 IRA

   By Guest bbrian, February 19, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 19, 1999

8. Help on Trad to ROTH IRA.

   By Guest Anthony Fusco, February 18, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 18, 1999

9. Future Tax on Roth Ira

   By Guest Marcel, February 14, 1999
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • February 15, 1999

10. Roth IRA conversion and state taxes

    By Guest Russ, February 14, 1999
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 15, 1999

11. 1999 Conribution made in February--what if year-end AGI exceeds limits

    By Guest Hampton, February 11, 1999
    • 3 replies
    • 1.4k views
    • 
    • Kathy
    • February 13, 1999

12. 5 year period for converted dollars?

    By Guest BLRyan, February 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • February 13, 1999

13. 1998 Roth IRA contributions for non-working or low income spouse

    By Guest JAB, February 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • February 12, 1999

14. What tax forms should I expect for Roth conversions/recharacterization

    By Guest nsalyer, February 10, 1999
    • 2 replies
    • 1.5k views
    • 
    • Kathy
    • February 11, 1999

15. Can I contribute to a Roth Conversion account?

    By Guest bjems, February 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • February 11, 1999

16. Where can I find tax help for converting a traditional IRA to a Roth?

    By Guest BOOKEM DANO, February 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 11, 1999

17. Recharacterization of Roth IRA after taxes have been withheld

    By Guest MarkK, February 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 1999

18. disposition of ira on owner's death

    By Guest marvin745, February 8, 1999
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • February 10, 1999

19. educational iras

    By Guest jennifer jones, February 9, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 9, 1999

20. Roth Conversion tax reporting problems

    By Kathy, February 5, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 1999

21. Transferring a Roth to a Different Institution

    By Guest ahstein, January 11, 1999
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 1999

22. deferred compensation rollover

    By Guest Darren Graff, January 19, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 4, 1999

23. Link to full text of final Roth IRA regulations issued by IRS 2/4/99

    By Dave Baker, February 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • February 4, 1999

24. withholding--Roth IRAs

    By Guest Christine, January 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 4, 1999

25. IRA's Only Please

    By Guest David Hammond SRS, January 27, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 4, 1999

26. Real Estate in IRA - Custodian Change

    By Guest Albert Lin, February 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 3, 1999

27. Tax bracket for years 2,3 and 4 ?

    By Guest Mark R, January 28, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 1, 1999

28. 10% penalty on IRA distributions

    By kocak, January 15, 1999
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • January 31, 1999

29. May a Surviving Spouse Establish Three Separate Spousal IRAs Following

    By Guest Edward McElroy, January 11, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 30, 1999

30. Received 2 1099-R's for my Roth IRA

    By Guest Lonnie_parry, January 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • January 29, 1999

31. 401k rollover

    By Guest mlgordon, January 7, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 28, 1999

32. Roth IRA Funding

    By Guest passinby, January 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 1999

33. Too much taxable amount on 1099-R

    By Guest heike, January 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 1999

34. Withdrawals for education purposes?

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

35. Will receipt of funds from IRA in Dec 98 qualify for conversion to Rot

    By Guest MFred, January 5, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 26, 1999

36. Roth 401(k)

    By Guest SPollock, January 25, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

37. UnRoth States

    By Guest Jim Brennan, October 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

38. Convert Variable Life Insurance to Roth?

    By Guest James_R_Olson, January 23, 1999
    • 3 replies
    • 4.9k views
    • 
    • John Olsen
    • January 24, 1999

39. can I open accounts in my kid's names?

    By Guest kevin w, January 19, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

40. 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

41. Will conv. to Roth help AMT?

    By Guest Janly, January 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 20, 1999

42. Question about setting up ROTH IRAs

    By Guest cowegg, January 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

43. Roth IRA's and Employer Plans

    By Guest Pat Lafferty, January 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • January 19, 1999

44. Can one invest in startups using a Roth?

    By Guest sambapati, January 16, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 17, 1999

45. FYI: Possible Roth Proposals

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 1999

46. Foreign earnrd income and Roth IRAs

    By Guest REMCPA, January 15, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 1999

47. Is it possible to have an IRA with a broker and purchase stocks

    By Guest awatts, January 9, 1999
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 15, 1999

48. Can a custodian (i.e. bank, security firm) be named an owner of a Roth

    By Guest strav, January 14, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 1999

49. Convert IRA basis only to Roth IRA?

    By Guest richard black, December 27, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 14, 1999

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

    By Guest farmer, December 18, 1998
    • 10 replies
    • 3.2k views
    • 
    • Kathy
    • January 14, 1999