IRAs and Roth IRAs

3,121 topics in this forum

1. MAGI

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

2. 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

3. Roth IRA's HELP!!!!!!

   By Guest BWalker, December 11, 1998
   • 1 reply
   • 1.6k views
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   • Guest
   • December 16, 1998

4. Roth IRA Conversion & Marriage Status

   By Guest SpeedyG, December 11, 1998
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • December 11, 1998

5. 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

6. Conversions increase AGI? Next 3 years?

   By Guest Sheila, December 11, 1998
   • 3 replies
   • 1.6k views
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   • Guest
   • December 14, 1998

7. IRA contribution reduces MAGI?

   By Guest Rolfe, December 11, 1998
   • 1 reply
   • 1.6k views
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   • BPickerCPA
   • December 11, 1998

8. Loss Carryforward

   By Guest Bernie K, December 11, 1998
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • December 11, 1998

9. Exceeding AGI limit

   By Guest barbk, December 11, 1998
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • December 11, 1998

10. Roth conversion after retirement

    By Guest bgoodwin, December 10, 1998
    • 0 replies
    • 1.8k views
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    • Guest
    • December 10, 1998

11. are ira distributions earned income?

    By Guest rmb, December 10, 1998
    • 1 reply
    • 4.2k views
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    • Guest
    • December 10, 1998

12. IRA req'd min distribs - split calc for husband & wife?

    By Lorraine Dorsa, December 10, 1998
    • 3 replies
    • 2k views
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    • Guest
    • December 15, 1998

13. Conversion deadline

    By Guest hobo, December 10, 1998
    • 1 reply
    • 1.8k views
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    • BPickerCPA
    • December 10, 1998

14. 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

15. Married, filing singly to married, filing jointly

    By Guest Ken, December 10, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • December 10, 1998

16. Undoing Roth Conversion-Partial Reversal?

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

17. Conversions

    By Guest W Rand, December 10, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • December 10, 1998

18. 1999 Roth Contributions

    By Guest jplang, December 9, 1998
    • 1 reply
    • 1.8k views
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    • BPickerCPA
    • December 10, 1998

19. The 5 Year Roth Clock

    By Guest Mart89in, December 9, 1998
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • December 10, 1998

20. Roth conversion and other tax attributes

    By Guest TJG, December 9, 1998
    • 4 replies
    • 1.6k views
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    • Guest
    • December 14, 1998

21. Recharacterizing to the original Roth conversion?

    By Guest dap, December 9, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 10, 1998

22. Roth Ira conversions and state income taxes.

    By Guest Lloyd Espen, December 9, 1998
    • 0 replies
    • 1.6k views
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    • Guest
    • December 9, 1998

23. Using TSA funds to start a Roth IRA

    By Guest Joe Myakka, December 9, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 9, 1998

24. IRA Conversion

    By Guest Pinewood, December 9, 1998
    • 1 reply
    • 1.9k views
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    • BPickerCPA
    • December 9, 1998

25. Contributory Roth MAGI with Roth Conversions

    By Guest Mart89in, December 9, 1998
    • 1 reply
    • 2k views
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    • BPickerCPA
    • December 9, 1998

26. Converting Inherited IRA to Roth IRA

    By Guest Albert Lin, December 9, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 9, 1998

27. self-employed quarterly tax payments

    By Guest Norma, December 8, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • December 8, 1998

28. Can I setup a Roth for a 1yr old child

    By Guest nbohra, December 8, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 9, 1998

29. ROTH IRA and 401(K)

    By Guest crads4s, December 8, 1998
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • December 9, 1998

30. Converting a 401K Rollover IRA to a Roth IRA

    By Guest kfrank1, December 8, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 8, 1998

31. 10% penalty - Age over 59 1/2

    By Guest RBWarinner, December 8, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 9, 1998

32. conversion from 401(k)

    By Guest jd, December 8, 1998
    • 1 reply
    • 2.4k views
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    • BPickerCPA
    • December 8, 1998

33. Why Convert to Roth if Close to Retirement? wpt

    By Guest wpturner, December 8, 1998
    • 2 replies
    • 1.6k views
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    • Guest
    • December 14, 1998

34. Roth IRA

    By Guest Hlandesman, December 7, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 7, 1998

35. Convert? What about my Child Credit??

    By Guest Eric, December 7, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 1998

36. Quarterly Estimated Payments

    By Guest Jim Brennan, December 7, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 1998

37. IRS LRMs for Roth IRA Prototypes Online

    By Dave Baker, December 7, 1998
    • 0 replies
    • 2.2k views
    • 
    • Dave Baker
    • December 7, 1998

38. Convert to Roth IRA then MAGI is over $100K

    By Guest BillR, December 7, 1998
    • 1 reply
    • 1.8k views
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    • BPickerCPA
    • December 8, 1998

39. tax penalty first year

    By Guest Carl, December 7, 1998
    • 4 replies
    • 1.9k views
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    • kocak
    • December 16, 1998

40. Contributing to a trad'l IRA prior to conversion

    By Guest dpereg, December 6, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 1998

41. 4 year spread, cut short

    By Guest AHUGHES, December 6, 1998
    • 1 reply
    • 1.9k views
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    • BPickerCPA
    • December 7, 1998

42. Roth IRA with Multiple Primary Beneficiaries

    By Guest dstrange, December 6, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 1998

43. What is included in (MAGI)?

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

44. Cash Contributions

    By Guest curious023, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998

45. Start a Roth now, convert a IRA later.

    By Guest oiwon, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998

46. AGI too big on audit

    By Guest jraskin, December 5, 1998
    • 1 reply
    • 2.2k views
    • 
    • BPickerCPA
    • December 6, 1998

47. Conversion of SEP/IRA accounts

    By Guest StephenC, December 5, 1998
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 24, 2000

48. IRA Withdrawals

    By Guest eman, December 4, 1998
    • 0 replies
    • 1.9k views
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    • Guest
    • December 4, 1998

49. Roth IRA prospecting letter

    By Guest Leoberk, December 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 4, 1998

50. Are Roth Distributions Repayable?

    By Guest JohnC, December 4, 1998
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • December 6, 1998