IRAs and Roth IRAs

3,118 topics in this forum

1. What is an IRA invested in?

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

2. What is best way to undo an invalid contribution to Roth IRA?

   By Guest AD, May 18, 2000
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • May 20, 2000

3. What is included in (MAGI)?

   By Guest BThaler, December 5, 1998
   • 1 reply
   • 2.1k views
   • 
   • BPickerCPA
   • December 6, 1998

4. What is included in the modified AGI for Roth Conversions?

   By Guest frustrated, April 18, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 22, 1999

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

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

6. What is the basis of the regulation language limiting the exclusion from AGI to IRA RMDs only?

   By BeckyMiller, September 21, 2005
   • 7 replies
   • 2.1k views
   • 
   • BeckyMiller
   • September 26, 2005

7. What Is The Best Roll Over Plan

   By Guest KMD, December 11, 2002
   • 1 reply
   • 1.1k views
   • 
   • John G
   • December 11, 2002

8. What is the contribution deadline for Education IRAs?

   By Guest Kathleen Fouquet, April 4, 2001
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • April 4, 2001

9. What is the definition of 59.5?

   By Guest Fishchick, June 28, 2002
   • 7 replies
   • 26k views
   • 
   • JAMES PATRICK
   • July 3, 2002

10. What is the difference between a class A share Roth IRA and a class B share Roth IRA?

    By Guest gary6684, April 8, 2005
    • 2 replies
    • 5.6k views
    • 
    • John G
    • April 8, 2005

11. What is the penalty for contributing too much to a Roth IRA

    By Guest Bobclp, July 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • July 13, 2001

12. what is the penalty for early withdrawl

    By Guest skelly30, May 17, 2004
    • 2 replies
    • 1.4k views
    • 
    • John G
    • May 19, 2004

13. What must I do if I open a Roth IRA while UNDER the 160,000 salary cap (married, filing jointly) and then later go over this limit?

    By Guest chauntie, January 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • January 10, 2004

14. What our your investment options with a Roth Ira?

    By Guest John Neipert, January 6, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 6, 2001

15. What retirement account options exist when IRA income limits are excee

    By Guest, October 24, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 3, 2000

16. What tax forms should I expect for Roth conversions/recharacterization

    By Guest nsalyer, February 10, 1999
    • 2 replies
    • 1.4k views
    • 
    • Kathy
    • February 11, 1999

17. What to do about over contribution

    By Guest jrhoades, November 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 28, 2002

18. What to do on an ineligible Roth investment

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

19. What to do?

    By Guest ucat4, January 9, 2006
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • January 13, 2006

20. What year was my Roth Conversion 1999 or 2000?

    By John G, January 17, 2000
    • 2 replies
    • 1.4k views
    • 
    • Michael Devault
    • January 17, 2000

21. What's a Roth IRA invested in?

    By Guest BonnScott, August 1, 2003
    • 5 replies
    • 1.7k views
    • 
    • dh003i
    • August 1, 2003

22. When a beneficiary inherits a Roth IRA, does that individual have to t

    By Guest jasonc, October 21, 2000
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 2000

23. When and by what law were IRAs first created?

    By Kathy, April 6, 1999
    • 3 replies
    • 2k views
    • 
    • John Olsen
    • April 7, 1999

24. When can funds be withdran fron a 401K without the 10% penalty?

    By JAMES PATRICK, February 6, 2001
    • 3 replies
    • 1.9k views
    • 
    • RCK
    • February 7, 2001

25. When is a Person a Disqualified Person? 24%? 49%? of Stock in IRA

    By Guest wdallas, January 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2005

26. When is the IRA "deemed" the spouse's IRA?

    By Guest reg_h2b, December 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2001

27. When should I start to invest?

    By John G, April 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • John G
    • April 25, 2002

28. when to report Roth conversion--1998 or 1999?

    By Guest maryestes, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

29. when's the deadline

    By Guest jlbishop, October 24, 2002
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 24, 2002

30. Where can I find tax help for converting a traditional IRA to a Roth?

    By Guest BOOKEM DANO, February 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 11, 1999

31. Where can I open a Roth IRA?

    By Guest BOOKEM DANO, February 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 28, 1999

32. Where do I go to & how do I start my Roth /IRA or IRA?

    By Guest zoelisbeth, January 29, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 29, 2002

33. Where do I go to get a Roth IRA? A bank?

    By Guest Kayann Kretschmar, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 6, 2001

34. where do i open a roth ira?

    By Guest nastradanous, December 25, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • December 27, 2003

35. Where do u recommend I open my IRA Account?

    By Guest uthustler, July 24, 2003
    • 2 replies
    • 1.1k views
    • 
    • John G
    • July 25, 2003

36. Where to get a "GOOD" Roth IRA

    By Guest PTMeinert, December 27, 1999
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 27, 1999

37. Where to get rollover IRA with funds I want?

    By Guest Zelly Miller, August 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 14, 2001

38. where to get the best roth ira

    By Guest MELANIE C, March 20, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 22, 1999

39. Where to go?

    By Guest SupremeCD, March 3, 2008
    • 3 replies
    • 1.7k views
    • 
    • John G
    • March 5, 2008

40. Where to invest a roth IRA?

    By david rigby, October 22, 2004
    • 17 replies
    • 3.4k views
    • 
    • John G
    • November 22, 2004

41. Where to Invest my Roth IRA

    By Guest collegekid, May 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2001

42. where to open a Roth IRA

    By Guest ucat4, April 2, 2006
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 6, 2006

43. Where to put $4500 Roth Ira?

    By Guest sunshinepepper, February 11, 2005
    • 4 replies
    • 2k views
    • 
    • John G
    • February 15, 2005

44. Where to set up an initial ROTH IRA?

    By Guest fsutaylor31, October 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • dh003i
    • October 28, 2004

45. Where to start?

    By Guest IRAnewbie, June 18, 2004
    • 5 replies
    • 1.4k views
    • 
    • dh003i
    • June 23, 2004

46. Whether to invest in Class A or Class B mutual fund shares

    By Guest BigAl, February 12, 2003
    • 12 replies
    • 1.9k views
    • 
    • John G
    • February 14, 2003

47. Which IRA to save for home purchase?

    By Guest gszczyrb, March 27, 2000
    • 6 replies
    • 1.6k views
    • 
    • John G
    • March 28, 2000

48. Which is best for a YOUNG investor, Roth IRA, or IRA?

    By Guest Goodnews, June 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • June 19, 1999

49. Which reporting form?

    By Guest Paul McDonald, February 1, 2000
    • 6 replies
    • 1.8k views
    • 
    • BPickerCPA
    • February 3, 2000

50. Which RMD Payment Option to Use for IRA Beneficiary?

    By Guest David Hammond CISP, October 5, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 6, 2000