IRAs and Roth IRAs

3,118 topics in this forum

1. Excess Roth IRA contributions - is the income subject to the 6% penalt

   By Guest john cablet, August 21, 2000
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   • August 21, 2000

2. Purchasing Real estate in a Roth?

   By Guest cupcake, January 16, 2001
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   • Guest
   • January 16, 2001

3. NonBank Trustees

   By Guest LBBarr, September 4, 2001
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   • Guest
   • September 4, 2001

4. Precious metals index funds and funds

   By dh003i, October 5, 2004
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   • dh003i
   • October 5, 2004

5. Roth IRA and living abroad

   By Guest JohnB, August 5, 2006
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   • August 5, 2006

6. Retirement Savings Opportunity Act of 1999

   By Guest richa65, March 23, 1999
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   • March 23, 1999

7. Incorrectly withheld tax when converting to a Roth

   By Guest Steve Benjamin, March 23, 1999
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   • Guest
   • March 23, 1999

8. Financial Resolutions for the New Year

   By dh003i, January 1, 2005
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   • dh003i
   • January 1, 2005

9. SAR-SEP Contribution Limit

   By Guest JimJ, May 9, 2002
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   • May 9, 2002

10. Reimbursing IRA For Ubti Charges

    By Guest AFRICA6796, September 4, 2001
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    • Guest
    • September 4, 2001

11. Inherited IRA

    By Guest Arklowkees, July 1, 2007
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    • Guest
    • July 1, 2007

12. Donald R. Levy (passed away on June 29)

    By Gary Lesser, July 3, 2008
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    • Gary Lesser
    • July 3, 2008

13. Restricted IRA is invested in annuity

    By katieinny, June 10, 2010
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    • katieinny
    • June 10, 2010

14. Inheriting an IRA

    By Guest skh, August 16, 2001
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    • Guest
    • August 16, 2001

15. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
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    • Guest
    • October 18, 2001

16. First Time Home Buyer

    By Guest lmluke, February 23, 2001
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    • Guest
    • February 23, 2001

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

    By joel, March 12, 2014
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    • joel
    • March 12, 2014

18. How can you avoid the 6% penalty on Non-Deductable Contributions to an

    By Guest MICHAEL WESTRIVER, March 27, 1999
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    • Guest
    • March 27, 1999

19. Incorrect Roth Contribution

    By bzorc, July 5, 2006
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    • bzorc
    • July 5, 2006

20. Non-deductable contributions 6% penalty

    By Guest MICHAEL WESTRIVER, March 27, 1999
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    • Guest
    • March 27, 1999

21. IRA prototypes for insurance companies

    By Guest amfam2, January 28, 2002
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    • Guest
    • January 28, 2002

22. BASIS ADJUSTMENT ON DEATH OF ROTH IRA OWNER? CAN HEIR DEDUCT LOSS?

    By Guest TIM KURL, July 9, 2004
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    • Guest
    • July 9, 2004

23. Minimum distributions after spousal roll over of Roth IRA

    By Guest wlt, November 30, 2001
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    • Guest
    • November 30, 2001

24. Amended and restated documents

    By Felicia, May 30, 2002
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    • Felicia
    • May 30, 2002

25. SEP to IRA to Roth

    By Guest susan036, March 28, 1999
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    • Guest
    • March 28, 1999

26. Foreign Real Property in IRA?

    By Guest Patrick Foley, November 30, 2001
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    • Guest
    • November 30, 2001

27. Complete Roth IRA Code

    By Guest kenshireen, October 19, 2002
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    • Guest
    • October 19, 2002

28. Recovered Damages From Investment Advisor

    By Guest Emiliano, April 29, 2001
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    • Guest
    • April 29, 2001

29. Possible Prohibited Transaction by IRA owner?

    By Guest Pennysaver, December 28, 2010
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    • Guest
    • December 28, 2010

30. Withdrawing Excess Contributions

    By Guest karlg3, February 27, 2002
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    • Guest
    • February 27, 2002

31. Any benefits to converting a 401(k) to an IRA?

    By Guest Lyric, March 29, 1999
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    • Guest
    • March 29, 1999

32. Maximizing Roth Conversions in 1999?

    By Guest Richard M, March 30, 1999
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    • Guest
    • March 30, 1999

33. Roth Beneficiaries

    By Guest chasseur, January 6, 2000
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    • Guest
    • January 6, 2000

34. Tip on Retirement Savers Credit (form 8880): The Difference Between an AGI of $15,000 and $15,000.51

    By dh003i, March 7, 2005
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    • dh003i
    • March 7, 2005

35. severance/Roth IRA contributions

    By Guest Renwick Carol, March 30, 2002
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    • Guest
    • March 30, 2002

36. compensation

    By Felicia, February 11, 2005
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    • Felicia
    • February 11, 2005

37. Self-Employed Roth?

    By Guest Geri Patrick, January 10, 2000
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    • Guest
    • January 10, 2000

38. Moderator deletions of commodity/futures/trader posts

    By John G, September 27, 2005
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    • John G
    • September 27, 2005

39. After-Tax rollover to Roth IRA

    By Fisher, August 4, 2009
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    • Fisher
    • August 4, 2009

40. Excess contribution must be removed by tax filing deadline +extension to avoid 6-percent penalty. How does this affect reallocation/redesignation to contribution for future year?

    By Appleby, June 17, 2004
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    • Appleby
    • June 17, 2004

41. Traditional IRA contribution, withdrawn before tax return due date

    By Lori Friedman, April 27, 2017
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    • Lori Friedman
    • April 27, 2017

42. Roth Ira conversion recharacterization still possible?

    By Guest BrianR, January 29, 2002
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    • Guest
    • January 29, 2002

43. ESAs Renunciation by Responsible Individual

    By Felicia, November 19, 2004
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    • Felicia
    • November 19, 2004

44. Rollover of ROTH-IRA to Annuity

    By Guest JBlanchard, May 28, 2006
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    • Guest
    • May 28, 2006

45. Roth IRA Info

    By Guest TL7E, March 11, 2003
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    • Guest
    • March 11, 2003

46. Trustee failed to convert IRA to Roth before year end as promised.

    By Guest dpatterson, January 14, 2000
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    • Guest
    • January 14, 2000

47. Payroll Deduction IRA's - Eligibility

    By austin3515, March 14, 2014
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    • austin3515
    • March 14, 2014

48. IRA Annuity & RMD

    By B21, April 29, 2017
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    • B21
    • April 29, 2017

49. Request for assistance

    By Guest jtdplan, December 17, 2002
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    • Guest
    • December 17, 2002

50. Status of RSSA 2000?

    By Guest David Hammond CISP, October 19, 2000
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    • Guest
    • October 19, 2000