IRAs and Roth IRAs

3,120 topics in this forum

1. conflicting performances on mutual funds

   By Guest scotty69, October 18, 2003
   • 2 replies
   • 1.1k views
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   • John G
   • October 19, 2003

2. In plan Rollovers to a Roth Designated Account

   By TD, July 20, 2023
   • 1 reply
   • 1.1k views
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   • Lou S.
   • July 20, 2023

3. Roth Ira

   By Guest Ceres39, January 24, 2003
   • 1 reply
   • 1.1k views
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   • Appleby
   • January 24, 2003

4. Further my post re lost IRA funds

   By Guest jblarson2002, February 18, 2004
   • 1 reply
   • 1.1k views
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   • mbozek
   • February 18, 2004

5. Question from a first timer, just making sure of something?

   By Guest Dbro, January 7, 2004
   • 1 reply
   • 1.1k views
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   • Appleby
   • January 7, 2004

6. Mid cap?

   By Guest enigmaaaaa, December 21, 2003
   • 1 reply
   • 1.1k views
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   • Guest
   • December 22, 2003

7. Rollver Back to Same IRA Within 60 Days

   By Guest EBGEEK, January 23, 2003
   • 2 replies
   • 1.1k views
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   • Guest
   • January 23, 2003

8. More than one IRA Contribution per CY ??

   By Guest jeepnsam, April 2, 2014
   • 2 replies
   • 1.1k views
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   • John G
   • May 12, 2014

9. Restrictions on number of IRA's?

   By Guest diss25, November 19, 2003
   • 4 replies
   • 1.1k views
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   • John G
   • November 19, 2003

10. Roth contribution

    By Guest mata27, June 4, 2004
    • 2 replies
    • 1.1k views
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    • Appleby
    • June 4, 2004

11. What to do on an ineligible Roth investment

    By Guest lorenzo, March 24, 2004
    • 1 reply
    • 1.1k views
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    • John G
    • March 24, 2004

12. Advice about moving traditional IRA abroad

    By Guest kbrooks, February 4, 2011
    • 1 reply
    • 1.1k views
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    • John G
    • February 4, 2011

13. Roth distributions when non-resident?

    By Guest Dr.Frank, February 5, 2004
    • 1 reply
    • 1.1k views
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    • Appleby
    • February 6, 2004

14. Trust as beneficiary of IRA.

    By Guest PIDGE, March 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 21, 2003

15. Beneficiary payout

    By Guest tws, May 6, 2003
    • 1 reply
    • 1.1k views
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    • mbozek
    • May 6, 2003

16. If you particpate in an employer sponsored retirement plan and have a personal IRA, how much must one reduce the allowed contributions to the IRA?

    By Guest Enda80, October 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 21, 2009

17. Move Roth conversion account money

    By Guest mjq, June 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 29, 2004

18. Sources on IRA contributions

    By Guest David L, February 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2010

19. What is an IRA invested in?

    By Guest eve23, December 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • December 6, 2004

20. 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

21. Timing of First Time Homebuyer withdrawal

    By shERPA, May 4, 2021
    • 2 replies
    • 1.1k views
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    • shERPA
    • May 6, 2021

22. Distribution and Rollovers

    By Guest mark1967, June 10, 2003
    • 1 reply
    • 1.1k views
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    • Appleby
    • June 10, 2003

23. Convert Traditional IRA To Roth

    By Guest theskid, March 31, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 2, 2003

24. Beneficiary Portability Chart

    By Appleby, December 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • January 6, 2011

25. new account

    By Guest ngrapno, September 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • September 24, 2004

26. Roth IRA contributions question

    By Guest saber, July 21, 2004
    • 1 reply
    • 1.1k views
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    • Appleby
    • July 21, 2004

27. Spouse Roth IRA

    By Guest jfondell, September 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 20, 2009

28. IRA Limits for both deductible contributions and non-deductible contributions

    By Guest jhilliard, February 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 18, 2004

29. Trustee Reporting of Prohibited Transactions

    By lalaland, May 23, 2014
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 24, 2014

30. Can an IRA w/ pre-tax and after tax money be rolled over as follows: Pre-tax $ to a qual plan that accepts only pretax $, and after-tax portion rolled to another IRA, which is later converte

    By Guest MTH, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 23, 2004

31. Must both the 1st and 2nd RMD be taken from a distribution from a qualified plan before rollover to an IRA?

    By Guest BKH, February 6, 2004
    • 4 replies
    • 1.1k views
    • 
    • BPickerCPA
    • February 8, 2004

32. compensation

    By Felicia, February 11, 2005
    • 0 replies
    • 1.1k views
    • 
    • Felicia
    • February 11, 2005

33. Mistaken IRA Contribution

    By Ananda, December 16, 2021
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 21, 2021

34. Roth IRA and future income increase.

    By Guest dblakel, May 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • May 17, 2004

35. Prohibited Transaction - IRA? Please help.

    By Guest cease, December 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2004

36. Converting A Traditional IRA To Roth

    By Guest gibsonkeith, March 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • John G
    • April 1, 2003

37. Roth IRA - Spousal Beneficiary & 5-year clock

    By Dobber, February 14, 2022
    • 2 replies
    • 1.1k views
    • 
    • Dobber
    • February 18, 2022

38. Holding your own Roth IRA

    By dh003i, November 14, 2003
    • 1 reply
    • 1.1k views
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    • Appleby
    • November 21, 2003

39. Catch Up Contribution rules come in two flavors

    By Guest RJM, September 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 27, 2004

40. Roth IRA Info

    By Guest TL7E, March 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 11, 2003

41. 401K rollover to Roth

    By Guest JP13, July 31, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 31, 2002

42. Purchase of permissive service credits in a government DB pension plan

    By joel, March 12, 2014
    • 0 replies
    • 1.1k views
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    • joel
    • March 12, 2014

43. tax treatment Upon closing

    By Guest prithvi, October 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • dh003i
    • October 29, 2004

44. Automatic Rollover IRAs

    By Guest mlee, April 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 16, 2004

45. trading in roth

    By Guest ugabuga, June 22, 2009
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • June 22, 2009

46. Can an IRA loan money to an unrelated corporation and the IRA Owner enter into a consulting agreement with that corporation without a PT?

    By Guest BKH, January 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 15, 2004

47. Can I immediately withdraw conversion funds from a Roth to pay taxes?

    By Guest rkal66, November 14, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 16, 2003

48. New Roth

    By Guest DBFROMNVA, March 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • John G
    • March 9, 2003

49. Relating to Roth Ira varying investments

    By Guest JGerman268, January 31, 2005
    • 1 reply
    • 1k views
    • 
    • John G
    • January 31, 2005

50. Catch-up contributions to IRA - State by State

    By Guest cease, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 22, 2004