IRAs and Roth IRAs

3,118 topics in this forum

1. Ex-spouse Beneficiary

   By Guest JK Comm, April 12, 2002
   • 3 replies
   • 2.8k views
   • 
   • Guest
   • April 13, 2002

2. Creditor Protection in an IRA

   By Guest flogger, July 20, 2007
   • 8 replies
   • 2.8k views
   • 
   • Belgarath
   • August 7, 2007

3. Using Codicil to create Life Estate and distribute remainder interest to beneficiaries via an annuity if the beneficiaries agree to life distribution from IRA.

   By Guest godmom, November 8, 2004
   • 2 replies
   • 2.8k views
   • 
   • Bruce Steiner
   • November 14, 2004

4. Withdrawl contributions (roth IRA)

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

5. ROTH conversion strategy (7% less taxes in Nevada)

   By Guest gw55, December 22, 2004
   • 9 replies
   • 2.8k views
   • 
   • John G
   • December 27, 2004

6. Choosing Target Funds

   By Guest Spicoli, September 16, 2008
   • 14 replies
   • 2.8k views
   • 
   • John G
   • October 15, 2008

7. Real Estate LLC Roth IRA?

   By Guest seanof30306, December 8, 2008
   • 12 replies
   • 2.8k views
   • 
   • J Simmons
   • December 19, 2008

8. fees for management of roth ira

   By Guest etherj, February 7, 2004
   • 8 replies
   • 2.8k views
   • 
   • John G
   • February 17, 2004

9. IRA Prototype Language

   By Guest StanJacobson, June 29, 1999
   • 7 replies
   • 2.8k views
   • 
   • Guest
   • July 2, 1999

10. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 2.8k views
    • 
    • Luke Bailey
    • January 20, 2018

11. simple ira transfer/rollover

    By Guest sheadan, September 11, 2002
    • 10 replies
    • 2.7k views
    • 
    • pmacduff
    • September 17, 2002

12. How many rollovers allowed per year?

    By Richard Anderson, June 5, 2002
    • 3 replies
    • 2.7k views
    • 
    • John G
    • June 6, 2002

13. Are Roth IRA's protected from creditors

    By Guest Servatius, October 8, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 11, 1999

14. Order Transferring IRA Subject to Divorce.

    By Thornton, November 30, 2021
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • December 2, 2021

15. Excess IRA contribution converted to Roth

    By cathyw, December 27, 2022
    • 6 replies
    • 2.7k views
    • 
    • cathyw
    • December 29, 2022

16. New RMD rules when the IRA owner died prior to 2000

    By Guest Sarah Brenner, March 9, 2001
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • March 15, 2001

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

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

18. IRA-Debt Financing for Real Estate

    By JAY21, November 6, 2006
    • 7 replies
    • 2.7k views
    • 
    • John G
    • July 23, 2007

19. §408(d)(6)/§71(b)(2)(A) Issue

    By chris, May 13, 2008
    • 5 replies
    • 2.7k views
    • 
    • chris
    • May 14, 2008

20. Ira benefits for H1B visa holders?

    By Guest Mo Asmar, May 10, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 10, 2001

21. Foreign Tax Withholding On Ira Investments

    By Guest Shelton, September 13, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • September 14, 2001

22. Convert IRA basis only to Roth IRA?

    By Guest richard black, December 27, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 14, 1999

23. IRA beneficiary designation

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

24. RMD - age 89 and retiring

    By Cynchbeast, December 4, 2013
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • December 5, 2013

25. Use of Roth IRA as a " tax shelter" for appreciated assets

    By mbozek, November 13, 2003
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • December 31, 2003

26. Is alimony earned income?

    By Guest jhellyar, May 27, 2001
    • 1 reply
    • 2.7k views
    • 
    • Mary Kay Foss
    • May 27, 2001

27. RDM after Death with Estate as Beneficiary

    By Guest peebee, April 12, 2012
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2012

28. Employer Chose the Custodian of my Roth IRA

    By Guest Confu, January 16, 2008
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • January 18, 2008

29. Combine IRA Accounts

    By Guest luuuliu, July 6, 2001
    • 4 replies
    • 2.7k views
    • 
    • John G
    • July 8, 2001

30. IRA verses, Roth IRA verses, 401K

    By Guest kr402, August 16, 2003
    • 5 replies
    • 2.7k views
    • 
    • dh003i
    • August 21, 2003

31. Correcting Excess Contributions to a Traditional IRA

    By Guest i_dont_know, August 30, 2011
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • September 2, 2011

32. IRS Notice 2008-30

    By Guest proyce, June 16, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2008

33. Investment Limitations in Roth IRAs

    By Guest jhunter10, April 12, 2003
    • 13 replies
    • 2.7k views
    • 
    • John G
    • May 2, 2003

34. Multiple beneficiaries after Required beginning date

    By Guest anthony devito, February 15, 2001
    • 9 replies
    • 2.7k views
    • 
    • KJohnson
    • February 19, 2001

35. another newbie! please help!

    By Guest angie8179, December 30, 2004
    • 16 replies
    • 2.7k views
    • 
    • GBurns
    • January 2, 2005

36. ROTH IRA

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

37. ROTH IRA Transfer Mistake (beyond 60 days)

    By Guest martykoepp, February 1, 2004
    • 1 reply
    • 2.7k views
    • 
    • Appleby
    • February 2, 2004

38. Roth IRA. Withdrawal penalty

    By Guest donnabf, March 2, 2004
    • 1 reply
    • 2.7k views
    • 
    • Lame Duck
    • March 2, 2004

39. 2004 Form 1099-R Instructions vs. 2003 Form 1099-R Instructions

    By Guest disvaclub, June 3, 2004
    • 13 replies
    • 2.6k views
    • 
    • Guest
    • October 25, 2004

40. Roth IRA Withdrawal & Subsequent Contribution

    By Guest lumbarpuncture, August 17, 2003
    • 4 replies
    • 2.6k views
    • 
    • John G
    • August 19, 2003

41. Surviving Spouse rollover from 401(k) Plan to IRA

    By blue, April 11, 2008
    • 3 replies
    • 2.6k views
    • 
    • Appleby
    • April 12, 2008

42. Roth IRA's for Infants?

    By Guest Richard Paul, May 8, 1999
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 1999

43. Rollover IRA into 401(k) Plan

    By Guest notnimbaab, August 22, 2003
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • August 23, 2003

44. Deceased named living trust as designated beneficiary of IRA...how to

    By Guest le190, March 22, 1999
    • 15 replies
    • 2.6k views
    • 
    • Bruce Steiner
    • May 24, 1999

45. 401(k) rollover and Roth and then Recharacterization

    By Anonymoose, February 6, 2012
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • February 6, 2012

46. How to close a worthless Roth IRA?

    By Guest ffrreedd, December 20, 2005
    • 4 replies
    • 2.6k views
    • 
    • Appleby
    • December 21, 2005

47. Is the fee to manager with trading authority in an IRA taxable if withdrawn from the IRA?

    By Guest rkal66, March 10, 2004
    • 7 replies
    • 2.6k views
    • 
    • mbozek
    • March 12, 2004

48. Foreign stocks in IRA

    By Guest helpmewithtaxes, April 10, 2006
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2006

49. The Roth IRA 5 Year waiting period Start Date

    By Guest, February 11, 2000
    • 2 replies
    • 2.6k views
    • 
    • John G
    • February 12, 2000

50. IRA with no beneficiary named

    By Guest eric 6523, April 4, 2014   

    • ira beneficiary default
    • 5 replies
    • 2.6k views
    • 
    • John G
    • May 12, 2014