IRAs and Roth IRAs

3,118 topics in this forum

1. 10% limit

   By Guest JM123, December 11, 2009
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • December 11, 2009

2. 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
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   • BeckyMiller
   • September 26, 2005

3. IRA, ROTH IRA, 401.....whew lot to swallow

   By Guest SprinklerGuy, July 24, 2002
   • 7 replies
   • 1.3k views
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   • John G
   • July 25, 2002

4. Roth contribution and penalties?

   By Guest Brian McMullen, March 13, 2001
   • 7 replies
   • 1.7k views
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   • BPickerCPA
   • March 15, 2001

5. Can you put your contributions back if you withdraw early?

   By Guest jalkelly, February 3, 2008
   • 7 replies
   • 2.9k views
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   • John G
   • February 18, 2008

6. Transfer of decedent IRA from one plan to another. Which plan document controls?

   By jevd, October 15, 2003
   • 7 replies
   • 2.1k views
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   • jevd
   • October 17, 2003

7. No beneficiary designation

   By Guest WilliamWells, February 5, 2008
   • 7 replies
   • 3.5k views
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   • masteff
   • February 13, 2008

8. Taxable Roth Dividend

   By Yesnam, February 26, 2012
   • 7 replies
   • 1.9k views
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   • Borsley
   • March 7, 2012

9. Roth IRA withdrawl/rollover question

   By Guest genpao, January 22, 2005
   • 7 replies
   • 2k views
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   • Appleby
   • January 30, 2005

10. Taxes on converted IRA

    By Guest KATE, March 15, 1999
    • 7 replies
    • 1.7k views
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    • Guest
    • March 17, 1999

11. IRA recharacterization problem....

    By Guest OZZY, March 1, 1999
    • 7 replies
    • 2.2k views
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    • Kathy
    • March 17, 1999

12. Spouse Beneficiary

    By Dobber, January 18, 2022
    • 7 replies
    • 1.8k views
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    • Luke Bailey
    • January 22, 2022

13. Beneficiary IRA

    By Guest P A Weick, July 25, 2003
    • 7 replies
    • 1.7k views
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    • Appleby
    • July 25, 2003

14. Can I deduce my Roth IRA loss in tax return?

    By Guest JGQZ, November 29, 2001
    • 7 replies
    • 2.7k views
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    • Appleby
    • April 16, 2002

15. If I close a Roth IRA with a loss, how do I report it?

    By Guest Al Walker, December 18, 1999
    • 7 replies
    • 2.2k views
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    • Mary Kay Foss
    • July 20, 2000

16. distributions from IRA in Trust - rollover?

    By M Norton, March 12, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • March 18, 2019

17. Roth for Sixteen Year Olds

    By Guest cushmanw, February 5, 2001
    • 7 replies
    • 2k views
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    • John G
    • February 13, 2001

18. SIMPLE IRA - non-elective contribution and match

    By eilano, September 5, 2003
    • 7 replies
    • 3.7k views
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    • WDIK
    • September 5, 2003

19. 15% Foreign Tax (Canada) on Roth dividends

    By Guest ark-win, July 9, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 2004

20. ROTH IRAs and Prohibited Transactions

    By Guest weston, February 21, 2003
    • 7 replies
    • 4.1k views
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    • mbozek
    • February 24, 2003

21. Recharacterize TIRA TO ROTH

    By JAMES PATRICK, December 20, 2001
    • 7 replies
    • 1.9k views
    • 
    • BPickerCPA
    • December 21, 2001

22. Seeking an IRA expert to assist with strategy/letter

    By Guest Jeff1, June 16, 2004
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2004

23. Contributing after withdrawal? Please help me understand!

    By Guest revtheo, July 7, 2006
    • 7 replies
    • 2k views
    • 
    • Bird
    • July 10, 2006

24. Beneficiary question

    By Belgarath, September 15, 2004
    • 7 replies
    • 2k views
    • 
    • mbozek
    • September 16, 2004

25. How can I invest to be qualified to roll a regular IRA into a ROTH in

    By Guest Doug, October 19, 2000
    • 7 replies
    • 2.1k views
    • 
    • Bruce Steiner
    • November 19, 2000

26. Premature Distribution from a Roth IRA

    By Guest Owen, August 4, 2007
    • 7 replies
    • 1.9k views
    • 
    • John G
    • August 13, 2007

27. use of notice 2000-32 ,excess contribution as a negative number. how

    By Guest bobkat, February 26, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • March 3, 2001

28. corporation and roth

    By Guest elderwolf, July 9, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2006

29. 401k/Roth IRA loophole?

    By Guest MichaelEdward, February 24, 2003
    • 7 replies
    • 2.9k views
    • 
    • BPickerCPA
    • February 25, 2003

30. Active participant rules re ESOP

    By Guest Trirod, February 24, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • February 27, 2003

31. Roth IRA Eligibility Question

    By Guest Wrestler, December 1, 2007
    • 7 replies
    • 2.2k views
    • 
    • John G
    • December 4, 2007

32. Combining Inherited IRA's

    By bdeancpa, April 1, 2002
    • 7 replies
    • 5.4k views
    • 
    • Guest
    • April 4, 2002

33. Distribution from annuity to non-spousal beneficiary

    By Guest fiddler, September 8, 2006
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • September 10, 2006

34. IRA beneficiary designation

    By Guest feelsthemusic, October 29, 2006
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • October 30, 2006

35. Roth IRA's 100% double taxation - Beware the IRS

    By Guest herbsleather, July 12, 2004
    • 7 replies
    • 4.1k views
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    • Appleby
    • July 19, 2004

36. Roth IRA vs Roth 401 (k)

    By Guest Jimibo, July 6, 2007
    • 7 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 7, 2007

37. IRA transfer / rollover?

    By Guest Carl C, October 22, 2003
    • 7 replies
    • 3.8k views
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    • Appleby
    • October 24, 2003

38. Vanguard or E*trade for IRA and more?

    By Guest Peregrino, November 17, 2005
    • 7 replies
    • 5.3k views
    • 
    • John G
    • January 5, 2007

39. residence overseas, IRAs and Roth IRAs

    By Guest jjjer, September 10, 2003
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • September 22, 2005

40. Self Directed Roth and Unrelated Buisness Income Tax

    By Guest TNpropertyinvestor, November 1, 2004
    • 7 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • November 13, 2004

41. Death of beneficiary spouse shortly after IRA owner dies

    By Bird, December 2, 2021
    • 7 replies
    • 1.3k views
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    • Appleby
    • December 10, 2021

42. Roth conversion with Withholding, under 59 1/2

    By Suellen Howard, August 30, 2022
    • 7 replies
    • 1.9k views
    • 
    • Suellen Howard
    • September 22, 2022

43. Trust as Beneficiary to Marital Trust

    By Guest JBird3955, September 4, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • September 8, 2008

44. Selling stocks and placing $ in Roth IRA

    By Guest calluke, February 21, 2007
    • 6 replies
    • 6k views
    • 
    • Guest
    • February 27, 2007

45. Roth Prior-Yr cont made after filing '98 return

    By Guest Rick, April 22, 1999
    • 6 replies
    • 1.4k views
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    • Kathy
    • May 7, 1999

46. Tracking down my Roth IRA:

    By Guest jread, February 14, 2006
    • 6 replies
    • 2.5k views
    • 
    • txdd
    • February 15, 2006

47. Section 72(t) - Substantial Equal Periodic Payments

    By Guest John E McGrady III, April 16, 1999
    • 6 replies
    • 2k views
    • 
    • John Olsen
    • May 11, 1999

48. Transferring Assets to an IRA

    By Guest star, March 11, 2005
    • 6 replies
    • 1.4k views
    • 
    • John G
    • March 11, 2005

49. Tax Results of Sale of Appreciated Property to or From Own IRA

    By Guest Kevin A. Wiggins, December 5, 2003
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 2003

50. Suze Orman Roth IRA Show Question

    By Guest mark1967, April 23, 2003
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • April 24, 2003