IRAs and Roth IRAs

3,120 topics in this forum

1. Using the MDIB Table for RMD Calulations

   By Guest David Hammond CISP, September 7, 2000
   • 2 replies
   • 5k views
   • 
   • Guest
   • September 9, 2000

2. Using this years capital losses as an offset to traditional IRA gains

   By Guest dmg1541, December 2, 2000
   • 5 replies
   • 9.5k views
   • 
   • John G
   • December 3, 2000

3. Using trusts as Roth IRA beneficiary

   By Guest C Scott, October 25, 1999
   • 3 replies
   • 1.7k views
   • 
   • Bruce Steiner
   • October 26, 1999

4. Using TSA funds to start a Roth IRA

   By Guest Joe Myakka, December 9, 1998
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 9, 1998

5. Usury Laws applying to Roth IRA loans

   By Guest LLane, March 29, 2004
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • April 12, 2004

6. Valid Trust As Bene- Life Expectacny To Be Used?

   By Guest Taxwoman, July 17, 2001
   • 11 replies
   • 2.9k views
   • 
   • Guest
   • December 6, 2001

7. Value of IRA for calculating pro-rated basis in a conversion to a Roth IRA

   By Guest judorock, March 14, 2004
   • 1 reply
   • 3k views
   • 
   • Mary Kay Foss
   • March 22, 2004

8. Value of Roth IRA drops significantly. Income/loss recognition?

   By Guest tmocpa, December 12, 2000
   • 10 replies
   • 2.6k views
   • 
   • John G
   • December 15, 2000

9. Vanguard or American Funds for my Roth IRA?

   By Guest IRAnewbie, August 2, 2004
   • 3 replies
   • 7.5k views
   • 
   • Guest
   • August 3, 2004

10. Vanguard or E*trade for IRA and more?

    By Guest Peregrino, November 17, 2005
    • 7 replies
    • 5.8k views
    • 
    • John G
    • January 5, 2007

11. Vanguard Target Retirement 2035 Fund (VTTHX) - NEWBIE

    By Guest jbo, June 29, 2005
    • 9 replies
    • 5.8k views
    • 
    • Guest
    • June 30, 2005

12. Vanguard Target Retirement Funds

    By Guest Gracey, May 4, 2007
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 9, 2007

13. Voting rights for employer securities in a minority shareholder's IRA.

    By katieinny, October 17, 2005
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 18, 2005

14. Waiver of 50% Excise Tax for RMD Failure

    By Guest Dash02, February 7, 2006
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • February 10, 2006

15. Waiver of 60-Day rollover rule; broker said the rollover rule was 90 d

    By Guest BKH, January 28, 2003
    • 19 replies
    • 7k views
    • 
    • Guest
    • February 14, 2003

16. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 0 replies
    • 4.4k views
    • 
    • Appleby
    • January 17, 2008

17. Waiver of Penalty from an IRA distribution

    By Guest russo40, September 14, 2000
    • 3 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • September 20, 2000

18. WANT TO OPEN A ROTH IRA account

    By Guest xmanpr, October 28, 2002
    • 5 replies
    • 1.4k views
    • 
    • John G
    • October 30, 2002

19. want to setup roth ira...which company has the highest return?

    By Guest roth_ira_questions, June 25, 2004
    • 9 replies
    • 8.3k views
    • 
    • dh003i
    • June 28, 2004

20. Wants to Start an IRA.

    By Guest BigBadUSMC, July 31, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • August 1, 2002

21. Was Form 8606 necessary in 2000 for a 1998 conversion?

    By Guest Lonnie_parry, April 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • April 22, 2001

22. Wash sales using IRA

    By Guest nicola, November 14, 2005
    • 17 replies
    • 8.7k views
    • 
    • John G
    • December 26, 2005

23. We're married and filing separate tax returns. Can we start Roths?

    By Guest Carl Ryan, July 16, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • July 19, 2000

24. Website Roth conversion calculators

    By Guest chick, December 24, 2009
    • 0 replies
    • 950 views
    • 
    • Guest
    • December 24, 2009

25. Were can I find Roth IRA rates?

    By Guest Ben Merritt, April 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 12, 2001

26. were to find info on a Roth IRA started two years ago

    By Guest jaubo, July 6, 2004
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 6, 2004

27. What abour a U.S. taxpayer with only foreign source wages?

    By Guest kje, December 22, 1998
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 25, 1998

28. What about the 770 account?

    By Guest Scotty M., November 12, 2014   

    • retirement income
    • infinite banking
    • (and 2 more)

      Tagged with:

      • retirement income
      • infinite banking
      • 770 acount
      • income for life
    • 4 replies
    • 4.6k views
    • 
    • Bird
    • November 12, 2014

29. What are good companies to get Roth IRA's from?

    By Guest Griff Whiting, April 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • April 5, 2000

30. What are investment options within a ROTH IRA? Any benefits of using

    By Guest Invester turned 50, May 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • May 28, 2001

31. What are IRS reportability requirements of Roth IRA transactions

    By Guest donoharm, January 5, 2002
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • January 7, 2002

32. What are Kids eligibility for ROTH IRA?

    By Guest gchung, July 10, 2002
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • July 22, 2002

33. What are the current benefits as well as downside to coversion from a

    By Guest Richard Morgan, January 3, 2000
    • 2 replies
    • 1.4k views
    • 
    • Bruce Steiner
    • January 4, 2000

34. what are the specific qualifications for a roth IRA

    By Guest UMfanatic, September 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • September 7, 2004

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

    By Guest blaster, December 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 21, 1999

36. What constitutes a Traditional IRA?

    By Guest Mr.JoeM, March 22, 2005
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • March 22, 2005

37. What custodians accept IRA/Roth accounts for children?

    By John G, March 21, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 25, 2004

38. What custodians have low or no annual fees?

    By John G, March 21, 2004
    • 6 replies
    • 4.8k views
    • 
    • John G
    • March 19, 2009

39. What do all these terms mean?

    By Guest Hawaiian_Kalohi, June 1, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 2001

40. what do i do and how much does it take to open a roth account?

    By Guest eric anderson, March 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 9, 2001

41. What do I do if I had to recharacterize my Roth IRA back to a traditio

    By Guest M Irby, March 7, 2001
    • 7 replies
    • 1.6k views
    • 
    • BPickerCPA
    • March 9, 2001

42. What do I do on excees amount on ROTH IRA.

    By Guest chandra patel, March 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • March 20, 1999

43. What do you use to keep track of your DRIP acct?

    By Guest Stuck, April 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • April 9, 2001

44. What exactly is pentalized and/or taxed ?

    By Guest Terry Shaw, February 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • February 9, 2001

45. What funds to include in converting from IRA to Roth

    By Guest eunice, November 19, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • November 19, 2000

46. What happens if the IRA administrator or custodian goes bankrupt?

    By Guest sysman, October 21, 2008
    • 6 replies
    • 12.2k views
    • 
    • Guest
    • October 23, 2008

47. What happens if you lose money with your ROTH IRA Account?

    By Guest Groundid, April 23, 2004
    • 9 replies
    • 8.9k views
    • 
    • John G
    • May 3, 2004

48. What happens in the event of divorce, when a participant is taking sub

    By Guest DDDlump, January 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 10, 2002

49. What happens to Roth IRAs after exceeding MAGI limits?

    By Guest dbretzmann, March 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2001

50. What if I can't deposit 2000K yearly? Help!

    By Guest tomeki28, February 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • Earl
    • February 10, 2002