IRAs and Roth IRAs

3,118 topics in this forum

1. 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

2. Roth IRA for a Minor

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

3. Opening Multiple Roth IRA Accounts

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

4. 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

5. 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

6. 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

7. 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

8. NYS and NYC taxes on the Roth

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

9. More than one Roth IRA

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

10. 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

11. Roth IRA Investments

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

12. Convert IRA basis only to Roth IRA?

    By Guest richard black, December 27, 1998
    • 4 replies
    • 2.7k views
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    • Guest
    • January 14, 1999

13. Contribute to a Conversion Roth?

    By Guest emba129, December 26, 1998
    • 4 replies
    • 1.5k views
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    • John G
    • November 30, 1999

14. SEP to a Roth

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

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

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

16. 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

17. Annual Fees--small accounts

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

18. Prepaid Tuition vs. Educ Roth

    By Guest Webster, December 24, 1998
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 13, 1999

19. Roth Education IRA

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

20. stock/mutual fund contributions to Roth?

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

21. Start Roth or add to IRA

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

22. Roth IRA Answer Book

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

23. Roth Conversion by Executor(trix)

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

24. Drafting

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

25. Minor Loophole for '98?

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

26. Distribution Code for Recharacterizations

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

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. 403(c)

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

29. TO CONVERT OR NOT?

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

30. Reversing an IRA conversion

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

31. how to roth

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

32. Can I take out my Roth IRA contribution, not earnings,without tax or p

    By Guest farmer, December 18, 1998
    • 10 replies
    • 3k views
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    • Kathy
    • January 14, 1999

33. Can I trust the ROTH rules not to change

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

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

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

35. Roth and Substantially Equal Payments

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

36. Surviving spouse elections

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

37. Inheriting a Roth IRA

    By Guest JOW EA, December 17, 1998
    • 13 replies
    • 2.1k views
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    • Kathy
    • April 5, 1999

38. Spouse Eligibility

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

39. SIMPLE IRA CONVERSION

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

40. 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

41. Education IRA

    By Guest Alk, December 15, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 15, 1998

42. Will Roth rollover reduce college financial aid?

    By Guest Taxi, December 15, 1998
    • 0 replies
    • 1.5k views
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    • Guest
    • December 15, 1998

43. Roth Conversion Calculators

    By Guest breezer, December 15, 1998
    • 0 replies
    • 1.5k views
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    • Guest
    • December 15, 1998

44. Nondeductible part of IRA to Roth

    By Guest jwguess, December 14, 1998
    • 1 reply
    • 1.5k views
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    • Kathy
    • December 15, 1998

45. Start of 5-yr wait

    By Guest hellas, December 14, 1998
    • 1 reply
    • 1.4k views
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    • Guest
    • December 15, 1998

46. Estimated Tax Payments

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

47. multiple IRAs to Roth (deductible and non-deductible)

    By Guest LRicci, December 12, 1998
    • 4 replies
    • 1.9k views
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    • Guest
    • December 13, 1998

48. MAGI

    By Guest PDuke, December 12, 1998
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • December 13, 1998

49. 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

50. Roth IRA's HELP!!!!!!

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