IRAs and Roth IRAs

3,119 topics in this forum

1. Roth retirement IRA for college expenses

   By Guest bigkylewhite, February 27, 2005
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   • Guest
   • February 27, 2005

2. Withdrawals from Roth

   By Guest bls15, November 5, 2001
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   • Guest
   • November 5, 2001

3. Roth IRA for Non-Resident & Resident Alian

   By Guest pinocchio, December 14, 2001
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   • Guest
   • December 14, 2001

4. Determining the Fair Market Value on Annuity Contracts

   By Guest Frankie, October 16, 2002
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   • Guest
   • October 16, 2002

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

   By Guest lbspete, February 21, 1999
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   • Guest
   • February 21, 1999

6. State Tax on Roth Conversion

   By Guest paul t, February 21, 1999
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   • Guest
   • February 21, 1999

7. Roth qualified 1rst time home distribution

   By Guest JGREG, July 26, 2004
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   • Guest
   • July 26, 2004

8. Roth IRA, Traditional IRA, Union Pension

   By Guest larzini, March 23, 2006
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   • Guest
   • March 23, 2006

9. IRS Announces Plan Limits for 2010

   By Appleby, October 15, 2009
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   • Appleby
   • October 15, 2009

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

    By Guest BLRyan, February 22, 1999
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    • Guest
    • February 22, 1999

11. Roth IRA and tax question

    By Guest StonieJ, July 23, 2003
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    • Guest
    • July 23, 2003

12. Roth IRA + SIMPLE

    By Guest tmeltz, January 14, 2007
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    • Guest
    • January 14, 2007

13. American living abroad. What part of my savings is eligable for a Roth and can my wife start a Roth?

    By Guest brapa, November 25, 2003
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    • Guest
    • November 25, 2003

14. Deadline to amend a prototype IRA

    By Guest Duane Ricks, November 3, 1999
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    • Guest
    • November 3, 1999

15. Finanical Aid Consequences of a Roth IRA

    By Guest Mark Friz, November 6, 1999
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    • Guest
    • November 6, 1999

16. After required beginning date, can participant roll over funds from qu

    By chris, November 10, 1999
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    • chris
    • November 10, 1999

17. Missed MRD

    By Guest Sieve, November 22, 2010
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    • Guest
    • November 22, 2010

18. Surviving spouse less than 59 1/2, death distributions then make it he

    By Guest Steve Palmer, March 4, 1999
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    • Guest
    • March 4, 1999

19. Disability

    By Guest taxsolutions, March 8, 1999
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    • Guest
    • March 8, 1999

20. Converting a Traditional IRA to a Roth

    By Guest moneymike, January 25, 2002
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    • Guest
    • January 25, 2002

21. Future Conversion of SIMPLE to Roth

    By Guest WFMinter, November 20, 1999
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    • Guest
    • November 20, 1999

22. IRS Announcement 2008-44

    By Belgarath, May 1, 2008
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    • Belgarath
    • May 1, 2008

23. Excess Matching Contributions in SIMPLE IRA

    By wmyer, December 19, 2000
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    • wmyer
    • December 19, 2000

24. MRD Using An Annuity

    By Guest kcousin, September 25, 2007
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    • Guest
    • September 25, 2007

25. loss on conversion -- reporting requirements

    By Guest joedon, February 24, 2002
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    • Guest
    • February 24, 2002

26. 457 Rollover

    By Guest bruthee, January 25, 2002
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    • Guest
    • January 25, 2002

27. Proposed Retirement Savings Account Question

    By Guest jsucic, March 2, 2004
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    • Guest
    • March 2, 2004

28. restricted purchase

    By Guest bob1, April 21, 2006
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    • Guest
    • April 21, 2006

29. Unreported Traditional IRA Basis with a Roth Conversion

    By Guest MSDalt, April 4, 2009
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    • Guest
    • April 4, 2009

30. Recharacterization of this year's contribution

    By Guest ken roberts, December 10, 1999
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    • Guest
    • December 10, 1999

31. IRA Recharacterization - Tax Reporting

    By Guest AFSJR, March 13, 1999
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    • Guest
    • March 13, 1999

32. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king, April 27, 2023
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    • 950 views
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    • 401king
    • April 27, 2023

33. early distribution 1st time homebuyer

    By Guest 1sttimebuyer, January 7, 2006
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    • Guest
    • January 7, 2006

34. Correcting Excess Roth Contribution

    By Guest cmoczy, March 28, 2006
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    • Guest
    • March 28, 2006

35. Form 1098-T

    By Guest maxtax, February 6, 2008
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    • Guest
    • February 6, 2008

36. Effect of conversion when future audit results in AGI > $100,000.

    By Guest Del Rae, March 17, 1999
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    • Guest
    • March 17, 1999

37. I Bonds IRA Rollover

    By Guest heavyk, November 7, 2001
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    • Guest
    • November 7, 2001

38. non deductible ira contributions converted to roth and no 8606's filed

    By Guest rene, March 19, 1999
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    • Guest
    • March 19, 1999

39. Made a partial conversion to Roth in 2009.

    By Guest chick, March 15, 2010
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    • Guest
    • March 15, 2010

40. Failed Conversion

    By Randy Watson, March 16, 2009
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    • Randy Watson
    • March 16, 2009

41. "Commingling" plan's retirement and death benefits in a sing

    By KJohnson, December 20, 1999
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    • KJohnson
    • December 20, 1999

42. What choices does an IRA holder have in investments.

    By Guest blaster, December 21, 1999
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    • Guest
    • December 21, 1999

43. Trad. IRA to Roth IRA, then Back to Trad.

    By Guest AJ Milano, May 23, 2003
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    • Guest
    • May 23, 2003

44. WSJ IRA Article

    By Guest LMH, March 22, 1999
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    • Guest
    • March 22, 1999

45. Excess contribution to Roth IRA

    By Guest Trirod, January 22, 2003
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    • Guest
    • January 22, 2003

46. Consequences of undoing a Roth conversion

    By Guest peterberry, March 3, 2005
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    • Guest
    • March 3, 2005

47. Improper Rollover to Roth IRA

    By traveler, August 1, 2007
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    • traveler
    • August 1, 2007

48. REQUIRED MINIMUM DISTRIBUTION RULES JUST CHANGED!

    By Guest John L. Olsen, CLU, ChFC, January 16, 2001
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    • Guest
    • January 16, 2001

49. Can an adult use their Roth IRA for their own education?

    By Guest miller, December 24, 1999
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    • Guest
    • December 24, 1999

50. Determining Stock Price for Roth IRA Conversion

    By Guest MAJT2, March 23, 1999
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    • Guest
    • March 23, 1999