IRAs and Roth IRAs

3,118 topics in this forum

1. Roth distributions when non-resident?

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

2. Trust as beneficiary of IRA.

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

3. 401K rollover to IRA and conversion to Roth

   By Guest nukejohn, November 23, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • November 23, 2003

4. 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
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   • Guest
   • October 21, 2009

5. How to use this site: Don't forget there is a search engine !

   By John G, March 29, 2011
   • 0 replies
   • 1.1k views
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   • John G
   • March 29, 2011

6. Move Roth conversion account money

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

7. 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

8. Distribution and Rollovers

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

9. Roth IRA contributions question

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

10. Convert Traditional IRA To Roth

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

11. 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

12. Beneficiary payout

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

13. Beneficiary Portability Chart

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

14. new account

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

15. Sources on IRA contributions

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

16. What is an IRA invested in?

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

17. Lump sum pension payment

    By JerT, November 8, 2018
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 8, 2018

18. 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

19. 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

20. Converting A Traditional IRA To Roth

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

21. 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

22. Prohibited Transaction - IRA? Please help.

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

23. 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

24. compensation

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

25. Mid cap?

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

26. Spouse Roth IRA

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

27. Roth IRA Info

    By Guest TL7E, March 11, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 11, 2003

28. trust beneficiary of retirement plan

    By Scuba 401, March 17, 2021
    • 4 replies
    • 1k views
    • 
    • JOH
    • March 18, 2021

29. Holding your own Roth IRA

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

30. Trustee Reporting of Prohibited Transactions

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

31. Automatic Rollover IRAs

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

32. Catch Up Contribution rules come in two flavors

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

33. 401K rollover to Roth

    By Guest JP13, July 31, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 31, 2002

34. Timing of First Time Homebuyer withdrawal

    By shERPA, May 4, 2021
    • 2 replies
    • 1k views
    • 
    • shERPA
    • May 6, 2021

35. tax treatment Upon closing

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

36. trading in roth

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

37. New Roth

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

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

    By Guest rkal66, November 14, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 16, 2003

39. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12, 2020   

    • inherited ira
    • 1099r
    • 3 replies
    • 1k views
    • 
    • Bird
    • May 13, 2020

40. Restrictions on number of IRA's?

    By Guest diss25, November 19, 2003
    • 4 replies
    • 1k views
    • 
    • John G
    • November 19, 2003

41. Roth IRA and future income increase.

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

42. Roth Withdrawal

    By Guest aac0411, April 9, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • April 13, 2003

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

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

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

    By joel, March 12, 2014
    • 0 replies
    • 1k views
    • 
    • joel
    • March 12, 2014

45. Roth IRA Contributions

    By Guest laurie27, October 30, 2002
    • 1 reply
    • 1k views
    • 
    • John G
    • October 31, 2002

46. Excess ROTH Contributions Calculating Gain

    By Guest smedsker, April 13, 2004
    • 2 replies
    • 1k views
    • 
    • John G
    • April 13, 2004

47. Rollover of Traditional IRA in to Roth IRA.

    By Guest skaranam, December 27, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 27, 2003

48. Qualified HSA Funding Distribution

    By lalaland, June 10, 2014
    • 1 reply
    • 1k views
    • 
    • lalaland
    • June 10, 2014

49. Precious metals index funds and funds

    By dh003i, October 5, 2004
    • 0 replies
    • 1k views
    • 
    • dh003i
    • October 5, 2004

50. I'm new to this forum...

    By Guest thelynx, November 17, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • November 17, 2004