IRAs and Roth IRAs

3,118 topics in this forum

1. 2010 Roth Conversion - In Service from 401(k)

   By Lou S., January 4, 2010
   • 8 replies
   • 3.1k views
   • 
   • mbozek
   • February 9, 2010

2. Timing of conversion coupled with rollover from 401k

   By Guest DLH1, December 27, 2009
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 3, 2010

3. Website Roth conversion calculators

   By Guest chick, December 24, 2009
   • 0 replies
   • 937 views
   • 
   • Guest
   • December 24, 2009

4. Roth Annuity Remedy?

   By Guest fallse, December 16, 2009
   • 3 replies
   • 1.9k views
   • 
   • Bird
   • May 17, 2010

5. 10% limit

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

6. Roth Conversions and AMT

   By Guest quincybadger, December 11, 2009
   • 5 replies
   • 3.3k views
   • 
   • Appleby
   • April 27, 2010

7. IRA holding employer stock

   By Guest JM123, December 10, 2009
   • 2 replies
   • 1.2k views
   • 
   • GMK
   • February 24, 2010

8. 2010 Roth conversion options

   By Guest Skeptus, December 9, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 9, 2009

9. Failed Conversion

   By Randy Watson, December 1, 2009
   • 3 replies
   • 1.6k views
   • 
   • jevd
   • December 1, 2009

10. Roth IRA Conversion tax payments

    By Guest Cleveland Matt, November 25, 2009
    • 1 reply
    • 2.1k views
    • 
    • jevd
    • November 27, 2009

11. maximum Roth deferral & Roth IRA

    By Guest Sieve, November 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • November 24, 2009

12. Roth Conversion of Pension Plan

    By JRN, November 16, 2009
    • 3 replies
    • 2.9k views
    • 
    • masteff
    • November 19, 2009

13. Roth Conversion 2010

    By bzorc, November 12, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 20, 2009

14. Roth conversion BEFORE age 59 1/2 subject to 10% penalty ?

    By Guest allancoleman, November 5, 2009
    • 2 replies
    • 8.7k views
    • 
    • jevd
    • November 5, 2009

15. If you particpate in an employer sponsored retirement plan and have a personal IRA, how much must one reduce the allowed contributions to the IRA?

    By Guest Enda80, October 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 21, 2009

16. May someone have both an IRA and a money purchase pension plan?

    By Guest Enda80, October 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 21, 2009

17. Can an IRA be closed for lack of activity?

    By oriecat, October 19, 2009
    • 9 replies
    • 10.2k views
    • 
    • oriecat
    • October 21, 2009

18. TAX Implications of Abandoning 'Green Card'

    By Yesnam, October 18, 2009
    • 2 replies
    • 7k views
    • 
    • Guest
    • June 26, 2010

19. Transfer of IRA assets to ex-spouse

    By Guest Chelsi, October 18, 2009
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • October 27, 2009

20. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 2.3k views
    • 
    • Appleby
    • October 15, 2009

21. Inherited Roth IRA

    By Guest Cleveland Matt, October 13, 2009
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • October 13, 2009

22. UBTI

    By Guest Sieve, October 6, 2009
    • 33 replies
    • 6.4k views
    • 
    • J Simmons
    • October 21, 2009

23. IRA beneficiary designation pre-divorce

    By Guest mieumom, October 5, 2009
    • 1 reply
    • 1.5k views
    • 
    • John G
    • October 30, 2009

24. Spouse Roth IRA

    By Guest jfondell, September 19, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • September 20, 2009

25. withdrawal of excess contribution

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

26. Nonmarketable investment distributions and Roth conversion

    By Guest djph, September 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2009

27. 2010 Conversion of Traditional IRA to a Roth IRA

    By Guest Dressageho, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • August 8, 2009

28. After-Tax rollover to Roth IRA

    By Fisher, August 4, 2009
    • 0 replies
    • 1.8k views
    • 
    • Fisher
    • August 4, 2009

29. Conversion to Roth

    By Guest bobolink, July 30, 2009
    • 5 replies
    • 1.8k views
    • 
    • John G
    • September 18, 2009

30. UBTI and Alternative Minimum Tax

    By Guest Carrie Dover, July 28, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 28, 2009

31. future taxation of ROTH distributions

    By Guest overly concerned?, July 21, 2009
    • 11 replies
    • 3.3k views
    • 
    • eeyore
    • July 30, 2009

32. Income

    By Fisher, July 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • July 20, 2009

33. Rollover IRA conversion

    By Guest nipa, July 6, 2009
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • July 6, 2009

34. Roth IRA buying 51% share in Real Estate owning LLC

    By Guest deepdrinker, July 6, 2009
    • 4 replies
    • 2.1k views
    • 
    • John G
    • July 31, 2009

35. another real estate investment question

    By Gudgergirl, June 26, 2009
    • 8 replies
    • 3.4k views
    • 
    • mbozek
    • August 9, 2011

36. 2010 Roth Conversions

    By Guest MSDalt, June 26, 2009
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • June 28, 2009

37. trading in roth

    By Guest ugabuga, June 22, 2009
    • 1 reply
    • 1k views
    • 
    • jevd
    • June 22, 2009

38. Coverting IRA distribution to Roth

    By Guest chick, June 16, 2009
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • June 22, 2009

39. Roth

    By Guest mts74, June 9, 2009
    • 3 replies
    • 1.7k views
    • 
    • John G
    • July 2, 2009

40. Failed Roth Conversion

    By Randy Watson, May 29, 2009
    • 3 replies
    • 2k views
    • 
    • jevd
    • May 29, 2009

41. In Kind IRA Distribution to Taxable Account

    By Guest Carrie Dover, May 14, 2009
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • May 15, 2009

42. Prohibited Transaction

    By jpod, May 11, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 2009

43. ROTH IRA

    By Guest mke08, May 11, 2009
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 2009

44. IRA and qualified plan participant dies intestate

    By Belgarath, May 1, 2009
    • 8 replies
    • 4.7k views
    • 
    • Appleby
    • May 14, 2009

45. Direct Rollover to ROTH IRA

    By Guest Golden Girl, April 29, 2009
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2010

46. Roth IRAs and testing periods

    By Guest needs help, April 20, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 20, 2009

47. 2009 Rules and IRA Beneficiary

    By Guest kcousin, April 14, 2009
    • 1 reply
    • 2.2k views
    • 
    • jevd
    • April 14, 2009

48. Reporting Options In IRAs

    By mathead, April 10, 2009
    • 4 replies
    • 1.5k views
    • 
    • John G
    • April 11, 2009

49. Last year's excess Roth contribution for the year before

    By Guest MikeInMass, April 10, 2009
    • 0 replies
    • 968 views
    • 
    • Guest
    • April 10, 2009

50. Unreported Traditional IRA Basis with a Roth Conversion

    By Guest MSDalt, April 4, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2009