IRAs and Roth IRAs

3,120 topics in this forum

1. Tax implications of Green card abandonment

   By srini, March 22, 2018   

   • green card
   • tax
   • 1 reply
   • 2.6k views
   • 
   • Jamin' JROD
   • March 22, 2018

2. How to close a worthless Roth IRA?

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

3. Foreign stocks in IRA

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

4. Would I be disrupting my 72t distributions if I were to....

   By Guest irr7342, July 23, 2001
   • 6 replies
   • 2.6k views
   • 
   • Appleby
   • July 27, 2001

5. Comingled IRA funds

   By Guest TopTN, March 2, 2004
   • 2 replies
   • 2.6k views
   • 
   • Appleby
   • March 2, 2004

6. 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

7. Do IRAs have interest rates? If so, how to shop for best rate?

   By Guest Zelly Miller, September 21, 2000
   • 1 reply
   • 2.6k views
   • 
   • John G
   • September 21, 2000

8. Is Cigna a good choice as custodian of rollover IRA?

   By Guest Zelly Miller, August 15, 2001
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • August 16, 2001

9. The Roth IRA 5 Year waiting period Start Date

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

10. Selling stock using Roth IRA/capital gains?

    By Guest Scott_M, February 24, 2002
    • 1 reply
    • 2.6k views
    • 
    • Mike Preston
    • February 25, 2002

11. Wisconsin Divorce Laws/Beneficiary

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

12. Can an IRA with a trust as the beneficiary be rolled into an new IRA

    By Guest gmandmjjones, April 26, 2004
    • 5 replies
    • 2.6k views
    • 
    • ElGuapo
    • April 27, 2004

13. roll roth ira to roth 401(k)?

    By Lori H, August 6, 2008
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • August 8, 2008

14. IRA Eligibility for Citizens of the Commonwealth of Puerto Rico?

    By Guest David Hammond CISP, September 14, 2000
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • September 14, 2000

15. Conservative IRA

    By Guest moremoney, August 15, 2003
    • 2 replies
    • 2.6k views
    • 
    • John G
    • August 15, 2003

16. IRA and Post-Nuptial Agreement

    By Guest drdcreek, June 24, 1999
    • 1 reply
    • 2.6k views
    • 
    • John G
    • June 24, 1999

17. Tax penalties for Roth IRA's

    By Guest jajaboo, November 6, 2003
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • November 8, 2003

18. Decedent (inherited) IRAs and beneficiaries

    By Guest Jeanne, August 20, 2002
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • September 17, 2002

19. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 2.6k views
    • 
    • austin3515
    • June 23, 2017

20. Value of Roth IRA drops significantly. Income/loss recognition?

    By Guest tmocpa, December 12, 2000
    • 10 replies
    • 2.6k views
    • 
    • John G
    • December 15, 2000

21. Multiple Roth IRAs?

    By Guest NASCAR20FAN, September 15, 2008
    • 8 replies
    • 2.6k views
    • 
    • masteff
    • October 16, 2008

22. Hedge Funds in IRA's

    By Guest TaxBill, February 5, 2002
    • 4 replies
    • 2.6k views
    • 
    • Jon Chambers
    • February 7, 2002

23. Foreign bond funds in Roth IRA

    By Guest carrrottt09, November 15, 2008
    • 6 replies
    • 2.6k views
    • 
    • John G
    • November 18, 2008

24. Incorrect Name For Beneficiary

    By Guest Shelton, November 21, 2001
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 23, 2001

25. Maximum income level for Roth IRA include capital gains from trading s

    By Guest andrewg, December 17, 1999
    • 5 replies
    • 2.6k views
    • 
    • BPickerCPA
    • December 19, 1999

26. New Investor - Which broker to choose?

    By Guest Newcomer, December 26, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • January 7, 2006

27. Early distribution from ROTH IRAs

    By Guest earthscaper, October 12, 2008
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • October 14, 2008

28. Real Estate Rollover?

    By TBob, November 29, 2006
    • 4 replies
    • 2.6k views
    • 
    • TBob
    • November 30, 2006

29. Supreme Court - Rousey v Jacoway, 03-1407

    By Belgarath, April 4, 2005
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • April 6, 2005

30. What to do?

    By Guest ucat4, January 9, 2006
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • January 13, 2006

31. Avoiding 10% premature distribution penalty

    By SMB, October 1, 2008
    • 2 replies
    • 2.6k views
    • 
    • ERISAnut
    • October 1, 2008

32. Roth IRAs for college education vs. 529 plans, Educational IRAs

    By Guest logman, March 17, 2002
    • 9 replies
    • 2.6k views
    • 
    • Appleby
    • March 27, 2002

33. I need advice on where to put my money. Not sure what is best for my situation

    By Guest yote25, April 19, 2006
    • 7 replies
    • 2.6k views
    • 
    • John G
    • May 27, 2006

34. IRA and no beneficiary

    By benefitsguru, December 16, 2015
    • 10 replies
    • 2.6k views
    • 
    • John G
    • March 25, 2019

35. After-tax Rollovers

    By Guest turbodiesel39, April 25, 2002
    • 8 replies
    • 2.6k views
    • 
    • Appleby
    • April 26, 2002

36. Covered calls in a Roth IRA account.

    By Guest TrentR, March 23, 1999
    • 5 replies
    • 2.6k views
    • 
    • John G
    • March 27, 1999

37. Withdrawing Excess Contributions

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

38. Resident Alien

    By bzorc, April 6, 2010
    • 2 replies
    • 2.6k views
    • 
    • masteff
    • April 7, 2010

39. Tracking down my Roth IRA:

    By Guest jread, February 14, 2006
    • 6 replies
    • 2.6k views
    • 
    • txdd
    • February 15, 2006

40. 6% excise tax on ineligible rollover

    By BG5150, December 9, 2008
    • 3 replies
    • 2.6k views
    • 
    • BG5150
    • December 9, 2008

41. Roth Conversion in the age 70.5 year?

    By Guest reg_h2b, December 10, 2001
    • 3 replies
    • 2.6k views
    • 
    • BPickerCPA
    • December 11, 2001

42. IRA withdrawal & deposit ?

    By Guest tom2, February 4, 2006
    • 4 replies
    • 2.5k views
    • 
    • John G
    • February 21, 2006

43. IRA trustee for land

    By Dawn Hafner, October 19, 1998
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 20, 1998

44. Earnings in a foreign country

    By Guest mrprobate, April 1, 2005
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • April 1, 2005

45. I'm 32 and I want a Million

    By Guest nicki, September 4, 2001
    • 11 replies
    • 2.5k views
    • 
    • John G
    • September 5, 2001

46. Series of 60 day IRA loans?

    By UM1234, May 20, 2014
    • 7 replies
    • 2.5k views
    • 
    • John G
    • December 12, 2014

47. Partial recharacterization of multiple conversions from traditional IR

    By Guest Ken Behrens, October 26, 2000
    • 7 replies
    • 2.5k views
    • 
    • BPickerCPA
    • October 28, 2000

48. Spousal rollover of IRA annuity

    By katieinny, February 6, 2003
    • 3 replies
    • 2.5k views
    • 
    • mbozek
    • February 7, 2003

49. Roth IRA's for taxpayers abroad

    By Guest jmelamed, July 27, 2003
    • 6 replies
    • 2.5k views
    • 
    • dh003i
    • July 29, 2003

50. Trust as Beneficary: Spousal Rollover

    By Guest reg_h2b, December 12, 2000
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • December 20, 2000