IRAs and Roth IRAs

3,120 topics in this forum

1. Which reporting form?

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

2. 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

3. Which trust company will hold non-traded stock?

   By Guest PeterGulia, June 17, 1999
   • 5 replies
   • 2k views
   • 
   • Guest
   • July 18, 2000

4. Which Vanguard Fund?

   By Guest gzwick04, January 30, 2004
   • 2 replies
   • 1.1k views
   • 
   • John G
   • January 30, 2004

5. Who can make contributions?

   By Guest jeulowetz, February 17, 2000
   • 1 reply
   • 1.3k views
   • 
   • Michael Devault
   • February 18, 2000

6. Who is the beneficiary

   By Guest AFRICA6796, December 28, 2001
   • 3 replies
   • 1.7k views
   • 
   • BPickerCPA
   • December 28, 2001

7. Who Is The Beneficiary

   By Appleby, May 7, 2002
   • 6 replies
   • 2.2k views
   • 
   • BPickerCPA
   • May 9, 2002

8. Who is the beneficiary for a post-death recharacterization?

   By Guest reg_h2b, December 1, 2000
   • 6 replies
   • 2.3k views
   • 
   • John G
   • December 29, 2000

9. Who pays income tax on RMD payment from inherited IRA?

   By Guest JulieT, October 25, 2001
   • 5 replies
   • 4.8k views
   • 
   • BPickerCPA
   • October 26, 2001

10. Why a Roth IRA?

    By Guest Wolfpac, March 24, 1999
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 29, 1999

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

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

12. Why does the value of my Roth IRA keep going down?

    By Guest Barb Hokel, October 25, 2000
    • 5 replies
    • 8.9k views
    • 
    • Guest
    • October 26, 2000

13. Why No Roth For Married Filing Separately?

    By jukeboy56, February 21, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 21, 2006

14. Wife does not work

    By Guest akahome, September 24, 2001
    • 1 reply
    • 1.8k views
    • 
    • John G
    • September 24, 2001

15. Wife's Eligability

    By Guest Ralphbz, October 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2001

16. Will conv. to Roth help AMT?

    By Guest Janly, January 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 20, 1999

17. Will conversion to Roth satisfy age 70 1/2 RMD for that year?

    By Guest Steve Hample, December 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • BPickerCPA
    • December 15, 1999

18. Will receipt of funds from IRA in Dec 98 qualify for conversion to Rot

    By Guest MFred, January 5, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 26, 1999

19. Will Roth rollover reduce college financial aid?

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

20. Will This Disrupt My Pre 59 1/2, 72t (SES) Distributions?

    By Guest irr7342, January 14, 2002
    • 3 replies
    • 2k views
    • 
    • BPickerCPA
    • January 16, 2002

21. Will this work? ROTH IRA

    By Guest SprinklerGuy, October 2, 2002
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • October 8, 2002

22. Wisconsin Divorce Laws/Beneficiary

    By Guest Christine, August 30, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 3, 1999

23. Withdraw from a ROTH

    By Guest JimC, June 19, 2001
    • 4 replies
    • 1.6k views
    • 
    • BPickerCPA
    • June 29, 2001

24. Withdraw from traditional IRA or 401K in 2004 for 2003 income

    By Guest BmattIII, April 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • John G
    • April 3, 2004

25. withdrawal and redeposit in same year for income shifting?

    By Guest retro, June 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • June 26, 2010

26. withdrawal from IRA to cover previous withdrawal

    By M Norton, November 27, 2018
    • 3 replies
    • 1.1k views
    • 
    • John G
    • March 25, 2019

27. Withdrawal From Roth

    By Guest NLONEY, March 9, 2002
    • 2 replies
    • 1.7k views
    • 
    • txdd
    • March 11, 2002

28. Withdrawal from Roth IRA

    By Guest vvk, March 1, 2007
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 15, 2007

29. Withdrawal from Roth IRA

    By Guest rayinla, July 2, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 4, 2002

30. withdrawal of excess contribution

    By Guest benefit questions, September 18, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2009

31. withdrawal of excess contribution to roth IRA

    By Guest phelps, February 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 24, 2004

32. Withdrawal of Excess Roth-IRA Contribution

    By flosfur, March 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • flosfur
    • March 21, 2001

33. Withdrawal of initial deposit

    By Guest pbwiz98, May 22, 2002
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

34. Withdrawal of Roth Contributions

    By Guest jsexton9, June 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 15, 1999

35. Withdrawal w/o penalty & tax?

    By Guest conlongw, February 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • John G
    • March 1, 2004

36. Withdrawal, re-deposit of IRA within 60 days...

    By Guest Carl C, August 11, 2004
    • 4 replies
    • 18.7k views
    • 
    • Belgarath
    • August 11, 2004

37. Withdrawals for education purposes?

    By Guest MattG, January 12, 1999
    • 7 replies
    • 1.6k views
    • 
    • Kathy
    • January 26, 1999

38. Withdrawals for higher education expenses

    By Guest bmurphy, December 12, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 12, 2003

39. Withdrawals from Roth

    By Guest bls15, November 5, 2001
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 5, 2001

40. withdrawals from Roth IRA or traditional

    By Guest cindiw, March 6, 2008
    • 5 replies
    • 3k views
    • 
    • Belgarath
    • March 12, 2008

41. Withdrawing Excess Contributions

    By Guest ntrainer, September 24, 2006
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 24, 2006

42. Withdrawing Excess Contributions

    By Guest karlg3, February 27, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 27, 2002

43. Withdrawing From A Roth IRA before 59.5

    By Run4life, July 26, 2020
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • August 3, 2020

44. Withdrawing from a Roth IRA for first home purchase

    By Guest k9burn, August 16, 2004
    • 2 replies
    • 2.9k views
    • 
    • Appleby
    • August 19, 2004

45. withdrawing from ira account

    By Guest fruski, February 27, 2003
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • March 6, 2003

46. Withdrawing funds from an IRA

    By Guest sgj, January 23, 2003
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 24, 2003

47. withdrawing IRA proceeds through use of variable annuity

    By Guest john cablet, February 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2000

48. Withdrawing ROTH Contributions within the year

    By Guest archimedes_pie, March 6, 2006
    • 5 replies
    • 2.4k views
    • 
    • John G
    • March 9, 2006

49. withdrawing Roth IRA contributions

    By Guest artemis freely, March 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • March 26, 2003

50. Withdrawl contributions (roth IRA)

    By Guest bigred1612, May 24, 2006
    • 4 replies
    • 2.8k views
    • 
    • John G
    • May 27, 2006