IRAs and Roth IRAs

3,118 topics in this forum

1. Rollover of Traditional IRA in to Roth IRA.

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

2. Employee Plan News-If you are not already a subscriber to this newsletter, you may be interested in signing up

   By Appleby, December 19, 2003
   • 0 replies
   • 1k views
   • 
   • Appleby
   • December 19, 2003

3. Relating to Roth Ira varying investments

   By Guest JGerman268, January 31, 2005
   • 1 reply
   • 1k views
   • 
   • John G
   • January 31, 2005

4. Traditional IRA: out & back in?

   By Guest Commuter Rex, August 11, 2003
   • 2 replies
   • 1k views
   • 
   • John G
   • August 12, 2003

5. QCD for Split-Interest Entity

   By Ian, June 16, 2023
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • June 16, 2023

6. Investing Roth $

   By Guest a_boyer, August 8, 2003
   • 1 reply
   • 1k views
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   • John G
   • August 9, 2003

7. Retired with insufficient earned income

   By Guest walt007, January 28, 2004
   • 1 reply
   • 1k views
   • 
   • John G
   • January 30, 2004

8. Contributing to a Qualified Plan and a ROTH

   By Guest carolinawind, February 21, 2007
   • 1 reply
   • 1k views
   • 
   • Belgarath
   • February 21, 2007

9. roth ira compliance/california

   By Guest Therese James, April 13, 2003
   • 1 reply
   • 1k views
   • 
   • Appleby
   • April 13, 2003

10. Can an IRA loan money to an unrelated corporation and the IRA Owner enter into a consulting agreement with that corporation without a PT?

    By Guest BKH, January 13, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 15, 2004

11. 72(t) rule changes- legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1k views
    • 
    • Appleby
    • October 3, 2002

12. IRA Distribution

    By Guest peachy, May 10, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 10, 2003

13. Some basic questions

    By Guest newhand, October 29, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 29, 2002

14. roth recharachterzation

    By Guest steve1234, October 28, 2002
    • 1 reply
    • 1k views
    • 
    • BPickerCPA
    • October 30, 2002

15. EARNINGS ON EXCESS ROTH IRA CONTRIBUTION

    By Guest Jamie8, February 24, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 24, 2005

16. Payroll Deduction IRA's - Eligibility

    By austin3515, March 14, 2014
    • 0 replies
    • 1k views
    • 
    • austin3515
    • March 14, 2014

17. New to Roth IRA, eyeing Templeton World A.

    By Guest liza, February 4, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • February 13, 2004

18. when's the deadline

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

19. Roth qualified 1rst time home distribution

    By Guest JGREG, July 26, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 26, 2004

20. Time Period for Making Salary Reduction Contributions to a SIMPLE

    By TD, July 13, 2023
    • 1 reply
    • 1k views
    • 
    • Tom Veal
    • July 13, 2023

21. Can I still contribute for 2003

    By Guest terryinvegas, February 21, 2004
    • 1 reply
    • 1k views
    • 
    • Appleby
    • February 21, 2004

22. How do Withdraw RothIRA for Grad School

    By Guest chrispyroth, July 24, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • July 25, 2003

23. New! Health Savings Account Answer Book Now Available

    By Gary Lesser, August 23, 2005
    • 0 replies
    • 1k views
    • 
    • Gary Lesser
    • August 23, 2005

24. early withdrawal from Roth

    By Guest enigmaaaaa, December 29, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 29, 2003

25. Roth IRA custodian

    By Guest alexus36, August 18, 2003
    • 1 reply
    • 1k views
    • 
    • John G
    • August 19, 2003

26. Distribution from Roth

    By Guest mkerr225, January 18, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • January 30, 2004

27. ROTH IRA

    By Guest DEAN, August 2, 2003
    • 2 replies
    • 1k views
    • 
    • dh003i
    • August 2, 2003

28. Roth Conversion Question

    By njkotz28, November 14, 2019   

    • conversion
    • roth
    • (and 1 more)

      Tagged with:

      • conversion
      • roth
      • ira
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • November 14, 2019

29. Recharicature of 1998 Roth in 2002

    By Guest billlehnertz, October 13, 2003
    • 2 replies
    • 1k views
    • 
    • Appleby
    • October 13, 2003

30. loss on stock in Roth

    By Guest nchambers, December 30, 2002
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 30, 2002

31. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 10, 2010

32. Roth Conversion?

    By Guest erniet, July 8, 2003
    • 1 reply
    • 1k views
    • 
    • BPickerCPA
    • July 8, 2003

33. Nondeductable Roth IRA Contributions

    By Guest JPB1, April 15, 2004
    • 2 replies
    • 1k views
    • 
    • John G
    • April 16, 2004

34. Looking to rollover and need information

    By Guest stioffan, January 20, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 24, 2010

35. In plan Rollovers to a Roth Designated Account

    By TD, July 20, 2023
    • 1 reply
    • 999 views
    • 
    • Lou S.
    • July 20, 2023

36. Can IRA assets be used to purchase real estate?

    By Guest kendall33, January 8, 2004
    • 1 reply
    • 997 views
    • 
    • Alan Simpson
    • January 8, 2004

37. roth ira

    By Guest tab, March 4, 2003
    • 1 reply
    • 994 views
    • 
    • John G
    • March 4, 2003

38. Assuring your existing "Roth Instrument" remains "Roth-

    By Guest LETurner, February 4, 2003
    • 1 reply
    • 988 views
    • 
    • John G
    • February 5, 2003

39. moving trad. ira contr to roth

    By Guest mrojava7, February 7, 2003
    • 1 reply
    • 987 views
    • 
    • Appleby
    • February 7, 2003

40. ROTH IRA and ROTH 401k Contribution

    By Pammie57, October 31, 2019
    • 2 replies
    • 987 views
    • 
    • spiritrider
    • November 6, 2019

41. ROTH IRA

    By Guest bubba_46_98, April 15, 2003
    • 1 reply
    • 986 views
    • 
    • John G
    • April 17, 2003

42. Roth IRA and tax question

    By Guest StonieJ, July 23, 2003
    • 0 replies
    • 985 views
    • 
    • Guest
    • July 23, 2003

43. Benefits of remaining in Small Roth IRA

    By Guest bobhjf, August 23, 2004
    • 1 reply
    • 984 views
    • 
    • John G
    • August 23, 2004

44. Switching brokerages?

    By Guest marbs69, August 19, 2004
    • 1 reply
    • 981 views
    • 
    • John G
    • August 19, 2004

45. Changing Institutions - What are my rights?

    By Guest rothnewnow, December 19, 2003
    • 1 reply
    • 978 views
    • 
    • mbozek
    • December 19, 2003

46. roth ira - early distribution

    By Guest haoleloco, February 11, 2010
    • 1 reply
    • 977 views
    • 
    • Borsley
    • February 11, 2010

47. Customer living abroad

    By Guest P A Weick, June 15, 2004
    • 1 reply
    • 975 views
    • 
    • Demosthenes
    • June 15, 2004

48. Substantially Equal Periodic Pmts

    By Guest JBS, July 28, 2003
    • 1 reply
    • 975 views
    • 
    • jevd
    • July 28, 2003

49. Household Expenses, etc paid from IRA

    By Guest Bizitchie, October 1, 2014
    • 2 replies
    • 971 views
    • 
    • ESOP Guy
    • October 1, 2014

50. roll over to wrong person's IRA

    By chc93, September 19, 2019
    • 3 replies
    • 970 views
    • 
    • chc93
    • September 20, 2019