IRAs and Roth IRAs

3,118 topics in this forum

1. Transfer of Closely Held StockProhibited Transactions

   By Guest gaham, January 13, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • January 13, 1999

2. Estimated Tax Payments

   By Guest banderson4, December 13, 1998
   • 7 replies
   • 1.5k views
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   • Guest
   • January 12, 1999

3. Roth IRA for a Minor

   By Guest dells, January 4, 1999
   • 2 replies
   • 1.8k views
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   • Guest
   • January 12, 1999

4. Just getting a new Roth and need help

   By Guest lars, January 11, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • January 11, 1999

5. Recharacterize? If after converting can I revalue my portfolio for ta

   By Guest brbrick, January 5, 1999
   • 2 replies
   • 1.5k views
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   • Guest
   • January 9, 1999

6. 1998 Sep contributions can't Roth

   By Guest Awramik, January 9, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • January 9, 1999

7. Beneficiary Disclamers on IRA Death Proceeds: Need an opinion

   By Guest David Hammond SRS, January 7, 1999
   • 5 replies
   • 2.3k views
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   • Guest
   • January 8, 1999

8. SIMPLE IRA--Disclosure statement

   By Guest Christine, January 8, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • January 8, 1999

9. Roth recharacterizations: still confused

   By Guest mlgordon, January 7, 1999
   • 1 reply
   • 1.3k views
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   • Guest
   • January 7, 1999

10. Getting married-start two Roth IRA's now or wait to start one.

    By Guest tippa, January 4, 1999
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • January 5, 1999

11. Tax/penalty treatment of conversion amts after five yrs, before 59.5?

    By Guest ncarl55469, January 1, 1999
    • 3 replies
    • 1.5k views
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    • Kathy
    • January 4, 1999

12. how to roth

    By Guest Linda Odette, December 19, 1998
    • 1 reply
    • 1.4k views
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    • Guest
    • January 4, 1999

13. How many IRA's can a person have?

    By Guest seanmo, January 2, 1999
    • 2 replies
    • 2k views
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    • Guest
    • January 4, 1999

14. Opening Multiple Roth IRA Accounts

    By Guest jeffn, January 4, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • January 4, 1999

15. 401(K) after tax contribution to Roth?

    By Guest jay, December 10, 1998
    • 3 replies
    • 1.9k views
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    • Guest
    • January 4, 1999

16. trustee to trustee roth ira custodianship

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • January 3, 1999

17. roth ira for payroll deduction

    By Guest Robert Branscomb, January 3, 1999
    • 1 reply
    • 1.3k views
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    • Dave Baker
    • January 3, 1999

18. NYS and NYC taxes on the Roth

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • December 31, 1998

19. More than one Roth IRA

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • December 31, 1998

20. 4-year spread w/ regard to conversion to Roth

    By Guest robin s vatalaro, November 30, 1998
    • 5 replies
    • 3.2k views
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    • Guest
    • December 30, 1998

21. Roth IRA Investments

    By Christine Roberts, December 29, 1998
    • 1 reply
    • 1.4k views
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    • Gary Lesser
    • December 30, 1998

22. User fee for IRS Private Letter Ruling???

    By Kathy, December 29, 1998
    • 1 reply
    • 2.3k views
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    • Gary Lesser
    • December 30, 1998

23. SEP to a Roth

    By Guest Awramik, December 26, 1998
    • 3 replies
    • 1.5k views
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    • Guest
    • December 29, 1998

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

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

25. Contributed $2K to Roth IRA, Now AGI over $160

    By Guest ml, December 25, 1998
    • 1 reply
    • 1.6k views
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    • BPickerCPA
    • December 25, 1998

26. Annual Fees--small accounts

    By Guest Christine, December 24, 1998
    • 1 reply
    • 1.4k views
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    • Guest
    • December 24, 1998

27. Roth Education IRA

    By Guest Carlene, December 24, 1998
    • 2 replies
    • 1.4k views
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    • Guest
    • December 24, 1998

28. Any reason to open a Roth in 1998 if I am not going to convert for 5 y

    By Guest joeblues, December 24, 1998
    • 1 reply
    • 1.3k views
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    • Guest
    • December 24, 1998

29. stock/mutual fund contributions to Roth?

    By Guest gstevens, December 23, 1998
    • 1 reply
    • 1.4k views
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    • BPickerCPA
    • December 24, 1998

30. Start Roth or add to IRA

    By Guest blujean1, December 23, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 23, 1998

31. Roth Conversion by Executor(trix)

    By Gary Lesser, December 23, 1998
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • December 23, 1998

32. Minor Loophole for '98?

    By Guest Ian, December 22, 1998
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 23, 1998

33. ROTH FOR 70 1/2 OVER 100K

    By Guest Fortemps, December 11, 1998
    • 2 replies
    • 1.4k views
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    • BPickerCPA
    • December 23, 1998

34. Roth IRA Answer Book

    By Gary Lesser, December 23, 1998
    • 0 replies
    • 1.3k views
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    • Gary Lesser
    • December 23, 1998

35. Drafting

    By Guest MRoth, December 23, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 23, 1998

36. What is MAGI? (not the 3 kings?)

    By Guest Sheila, December 12, 1998
    • 2 replies
    • 1.3k views
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    • Kathy
    • December 22, 1998

37. Distribution Code for Recharacterizations

    By Guest Becky Blackford, December 22, 1998
    • 1 reply
    • 1.5k views
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    • Guest
    • December 22, 1998

38. SEP/Roth can i do both in same year?

    By Guest LHelleren, December 18, 1998
    • 1 reply
    • 2k views
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    • Guest
    • December 22, 1998

39. Surviving spouse elections

    By Guest Christine, December 17, 1998
    • 1 reply
    • 1.5k views
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    • Dave Baker
    • December 22, 1998

40. 403(c)

    By Guest Lynn Johnson, December 21, 1998
    • 0 replies
    • 1.3k views
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    • Guest
    • December 21, 1998

41. TO CONVERT OR NOT?

    By Guest IZZYCPA, December 20, 1998
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • December 21, 1998

42. Reversing an IRA conversion

    By Guest OldPro, December 20, 1998
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • December 20, 1998

43. Roth and Substantially Equal Payments

    By Guest LB, December 18, 1998
    • 2 replies
    • 1.4k views
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    • Guest
    • December 19, 1998

44. Can I trust the ROTH rules not to change

    By Guest RktScienc, December 18, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 18, 1998

45. Can Tax Return Be Amended if in first 4 yrs. have large cap. gain?

    By Guest SoDarnGoodLooking, December 16, 1998
    • 2 replies
    • 1.5k views
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    • BPickerCPA
    • December 18, 1998

46. Spouse Eligibility

    By Guest kac1214, December 16, 1998
    • 1 reply
    • 1.5k views
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    • Guest
    • December 17, 1998

47. SIMPLE IRA CONVERSION

    By Guest bobo, December 16, 1998
    • 1 reply
    • 1.5k views
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    • BPickerCPA
    • December 17, 1998

48. Undoing Roth Conversion-Partial Reversal?

    By Guest SLUSTIG, December 10, 1998
    • 2 replies
    • 1.9k views
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    • Guest
    • December 16, 1998

49. Roth IRA's HELP!!!!!!

    By Guest BWalker, December 11, 1998
    • 1 reply
    • 1.5k views
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    • Guest
    • December 16, 1998

50. tax penalty first year

    By Guest Carl, December 7, 1998
    • 4 replies
    • 1.8k views
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    • kocak
    • December 16, 1998