FAQs tagged as

Roth IRA

  1. How can I start or set up a Roth 401(k)?

  2. Can I roll over a 403b plan?

  3. What are the advantages and disadvantages of getting a 403(b) vs. a Roth IRA?

  4. What are the Roth 401(k) withdrawal rules?

  5. What are the main differences between a Roth 401(k) and a 401(k)?

  6. If I contribute to a 401(k) plan, can I still contribute to an individual retirement ...

  7. What's the difference between a 401(k) and a Roth IRA?

  8. What happens to my 401(k) plan if I switch jobs?

  9. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  10. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  11. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  12. Is there a limit on how much I can move from my IRA to my Roth IRA?

  13. What is a good book on creating a trust that would qualify as the beneficiary for ...

  14. Can I contribute to both a 401(k) and an IRA?

  15. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  16. What is the difference between a Traditional and a Roth IRA?

  17. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  18. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  19. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  20. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  21. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  22. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

  23. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  24. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

  25. How Can I Fund A Roth IRA If My Income Is Too High To Make Direct Contributions?

  26. We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also ...

  27. Is it permissible for a 70-year-old person to buy an IRA?

  28. Are there tax penalties for closing my Roth IRA account?

  29. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

  30. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

  31. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  32. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

  33. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  34. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  35. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

  36. Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?

  37. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  38. Which amount should the brokerage use for the 1099-R?

  39. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

  40. What's the best kind of IRA for a 20-something?

  41. How do I go about opening up a Roth IRA?

  42. What is the difference between a ROTH, SEP and Traditional IRA?

  43. I have conservative views on investing. How should I go about investing in a Roth ...

  44. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

  45. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

  46. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  47. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

  48. Can I have a self-directed IRA or Roth IRA using the forex market?

  49. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

  50. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

  51. What's the difference between a savings account and a Roth IRA?

  52. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

  53. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  54. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  55. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  56. I retired and transferred part of my pension distribution to a Roth IRA. If I am ...

  57. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

  58. I didn't earn any income this year. Can I still contribute to a Roth?

  59. What are the income limits for Roth IRA contributions?

  60. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

  61. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

  62. Can my spouse and I convert our IRAs to Roth IRAs regardless of earned income?

  63. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

  64. Can I return funds to my Roth IRA after I have taken it as a distribution?

  65. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

  66. What is the five-year waiting rule for Roth IRAs?

  67. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

  68. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  69. My wife and I both converted our Traditional IRAs to Roth IRAs in Dec 1998 and have ...

  70. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  71. I inherited a Roth IRA. What are my options for taking distributions from the account?

  72. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  73. I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

  74. I have two Roth IRAs, one of which has a balance that is much less than the total ...

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