IRAs and Roth IRAs

3,118 topics in this forum

1. Beneficiary Portability Chart

   By Appleby, December 11, 2010
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • January 6, 2011

2. Beneficiary question

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

3. Beneficiary RMD

   By Guest RPSS, April 25, 2003
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • April 30, 2003

4. Beneficiary wants to name a beneficiary for IRA

   By Guest Crystal, February 3, 2000
   • 5 replies
   • 1.5k views
   • 
   • Wessex
   • February 7, 2000

5. Benefit Valuation Date/Required Minimum Distribution

   By lkpittman, January 18, 2000
   • 1 reply
   • 1.7k views
   • 
   • John Olsen
   • January 18, 2000

6. Benefits of remaining in Small Roth IRA

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

7. Benifits of a Roth IRA for children's education.

   By Guest Gary Pescrillo, May 25, 1999
   • 1 reply
   • 1.4k views
   • 
   • John G
   • May 25, 1999

8. Best place to open a Roth?

   By Guest mark_s_mullen, September 8, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • September 23, 1999

9. Best place to open up an IRA/Roth IRA

   By Guest m_desai, March 13, 2001
   • 1 reply
   • 1.6k views
   • 
   • John G
   • March 13, 2001

10. Best RothIras to invest

    By Guest enolito, August 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • August 16, 2000

11. Beyond Roth IRA

    By Guest theedge, March 21, 2007
    • 14 replies
    • 2.5k views
    • 
    • John G
    • March 24, 2007

12. Bifurcation of a Non-Deductible IRA

    By joel, November 3, 2016
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • November 3, 2016

13. Bizarre IRA Investment

    By dmwe, September 23, 2010
    • 19 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2010

14. Borrowing against an IRA

    By Guest SPollock, May 27, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

15. Borrowing against Roth IRA

    By Guest SPollock, May 12, 1999
    • 7 replies
    • 2.1k views
    • 
    • John G
    • May 15, 1999

16. Borrowing from a Roth

    By Guest calle_betis, August 10, 2004
    • 4 replies
    • 1.1k views
    • 
    • John G
    • August 11, 2004

17. Borrowing from Roth

    By Guest jeable, April 18, 2014
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 12, 2014

18. Borrowing from Roth IRA for 60 days and then returning the same securi

    By Guest Alexspencer, May 2, 2002
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 3, 2002

19. Both ?

    By Guest sadieelvis, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • February 1, 2005

20. Both Roth and traditional IRA

    By Guest tgille, October 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 5, 2005

21. Broker converted half (instead of all) my IRA to Roth IRA by Dec 31-Fi

    By Guest joanne, January 15, 1999
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • January 20, 1999

22. Brokerage account for Roth IRA with $1,500 contribution?

    By Guest moosegirl, March 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • John G
    • March 27, 2004

23. Brokeridge Vs Mutual Fund Family For Custodian

    By Guest mrcharols, March 28, 2005
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 28, 2005

24. Bush Signes Bill- IRA Contribution Increases etc

    By Guest AFRICA6796, June 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 7, 2001

25. Buy and Sell Stocks in a Roth IRA?

    By Guest pinnacle, June 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • John G
    • June 8, 2005

26. Buying & Selling Within an IRA

    By Guest augustineregal@yahoo.com, June 27, 2011
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 30, 2011

27. buying and selling within Roth IRA

    By Guest rotherford, January 26, 2006
    • 10 replies
    • 28.8k views
    • 
    • John G
    • January 31, 2006

28. Buying real estate with my Roth

    By Guest wdgator, January 2, 2008
    • 6 replies
    • 2.4k views
    • 
    • John G
    • January 7, 2008

29. Buying Stock and Selling in a roth?

    By Guest tommya, March 3, 2005
    • 1 reply
    • 2.4k views
    • 
    • No Name
    • March 3, 2005

30. CA treatment of Roth Conversion

    By Guest Lee, February 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 20, 1999

31. Calculating contributions on transfered Roth.

    By Guest jsucic, March 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • March 10, 2004

32. Calculating Earnings on Excess Contributions

    By Guest Randy Ehle, March 22, 2000
    • 12 replies
    • 4.1k views
    • 
    • Guest
    • March 10, 2001

33. Calculating Excess Roth Contributions???

    By Guest hyperd, March 5, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 5, 2000

34. Calculating Income from Excess Contrib.

    By Guest excessroth, November 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • November 12, 1999

35. Calculating minimum required distributions for children of deceased IRA owner

    By Guest jusducki, September 20, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mary Kay Foss
    • September 20, 2003

36. Calculating RMDs

    By AZinsser, November 18, 2024
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • November 19, 2024

37. Calculating the RMD if passing happens before RBD and 70.5

    By Guest Bennefitsforall, May 8, 2010
    • 1 reply
    • 1.6k views
    • 
    • basumukherji
    • May 16, 2010

38. Calculation of 50% Excess Accumulation Tax on Missed RMD

    By Guest jnsjr, February 24, 2005
    • 1 reply
    • 2k views
    • 
    • ElGuapo
    • February 25, 2005

39. California non-conformance

    By Guest bandorp, January 8, 2002
    • 6 replies
    • 1.6k views
    • 
    • BPickerCPA
    • January 10, 2002

40. California Roth Conversion

    By Guest tcd, October 13, 2002
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • October 15, 2002

41. CalSTRS vs. Soc.Sec. RE: IRA Deductibilty

    By Guest S.Racer, June 6, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • June 6, 2006

42. can 401K rollover be put in a Roth IRA??

    By Guest quinn100, July 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • July 26, 2000

43. can a 1yr old with income have a roth?

    By Guest jrysavy, January 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • John G
    • January 7, 2002

44. Can A 501c3 Contribute To An Employee Sep Ira

    By Guest Nicholas, October 8, 2007
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • October 8, 2007

45. Can a couple have both the traditional ira and the new roth ira?

    By Guest David Beitz, January 1, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 2, 2000

46. Can a custodian (i.e. bank, security firm) be named an owner of a Roth

    By Guest strav, January 14, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 1999

47. Can a grantor trust be treated as the "owner" of an IRA?

    By Guest dkb1955, November 1, 2000
    • 1 reply
    • 3.1k views
    • 
    • BPickerCPA
    • November 1, 2000

48. Can a non-individual be an owner of a Roth IRA?

    By Guest strav, March 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • John Olsen
    • March 24, 1999

49. Can a non-spouse beneficiary "un-do" a distribution made out

    By Guest J. Russell Armstrong, November 18, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 19, 2000

50. Can a non-spouse beneficiary re-direct the investment option(s) of the

    By Guest Kerry Holahan, April 12, 1999
    • 4 replies
    • 1.3k views
    • 
    • BPickerCPA
    • April 18, 1999