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GO.com
GO.com
http://www.go.com/WebDir/Roth_IRA?lk=ip-noframes&nh=25&svx=related
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Guide to the Alternative Minimum Tax (AMT)
Guide to the Alternative Minimum Tax (AMT)
http://www.fairmark.com/amt/index.htm
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Getting Started
General tax topics for investors.
http://www.fairmark.com/begin/index.htm
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Advantages of Conversion
Here are the main advantages of converting a traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/advant.htm
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The Roth IRA Is Bigger
Why the Roth IRA is bigger than the traditional IRA — and why thats so important.
http://www.fairmark.com/rothira/bigroth.htm
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College Savings
Using the Roth IRA to save for college.
http://www.fairmark.com/rothira/college.htm
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Regular Contribution to a Conversion Roth IRA
Clearing up confusion over whether you can make regular contributions to a conversion Roth IRA.
http://www.fairmark.com/rothira/combine.htm
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Conversion Consequences
Answers to questions about the consequences of converting a traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/conseq.htm
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Basic Rules for Regular Contributions
Find out if youre eligible to contribute to a Roth IRA, and how the limits apply.
http://www.fairmark.com/rothira/contrib.htm
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Extended Deadline for Recharacterizations
You can undo certain Roth IRA Transactions until October 15 of the following year, even if you did not file for an extension.
http://www.fairmark.com/rothira/deadline.htm
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Guide to the Conversion Decision
All the details on deciding whether to convert your traditional IRA into a Roth IRA.
http://www.fairmark.com/rothira/decide.htm
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Decision Factors
Deciding whether a Roth IRA is the best choice for you.
http://www.fairmark.com/rothira/decision.htm
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Disadvantages of Conversion
Converting a traditional IRA to a Roth IRA isnt always a good idea.
http://www.fairmark.com/rothira/disadv.htm
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Distribution Overview
The main rules for distributions from Roth IRAs.
http://www.fairmark.com/rothira/distrib.htm
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Distributions from Roth IRAs
Rules for distributions and withdrawals from Roth IRAs.
http://www.fairmark.com/rothira/disttop.htm
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Conversion Eligibility
Details on eligibility to convert a traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/eligible.htm
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Roth IRA Essentials
Pages providing basic information about Roth IRAs.
http://www.fairmark.com/rothira/essent.htm
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Excess Contributions
How to handle contributions or conversions that are too large or not permitted.
http://www.fairmark.com/rothira/excess.htm
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Expanded Roth IRA Availability
A favorable rule that will not take effect until 2005.
http://www.fairmark.com/rothira/expand.htm
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First-Time Homebuyer
Requirements to be considered a first-time homebuyer under IRA rules.
http://www.fairmark.com/rothira/first.htm
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The Future of the Roth IRA
Will the Roth turn out to be a bad idea with future changes in the tax law?
http://www.fairmark.com/rothira/future.htm
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General Rules for IRAs
Some rules that apply to traditional IRAs and Roth IRAs.
http://www.fairmark.com/rothira/general.htm
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How Much Conversion Tax?
Determining how much tax youll pay if you convert a traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/howmuch.htm
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Inherited Roth IRA
Rules for distributions from an inherited Roth IRA.
http://www.fairmark.com/rothira/inherit.htm
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Compensation Income
What counts as compensation income that allows you to make IRA contributions?
http://www.fairmark.com/rothira/iracomp.htm
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Roth IRAs for Minors
Can you set up a Roth IRA for a minor child? Should you?
http://www.fairmark.com/rothira/minors.htm
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Roth IRA vs. Nondeductible IRA
Comparing the Roth IRA with a traditional nondeductible IRA.
http://www.fairmark.com/rothira/nodeduct.htm
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Partial Conversion
Why you might want to consider a partial conversion of your traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/partial.htm
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Periodic Payments and Conversions
Converting a traditional IRA to a Roth IRA when youre taking periodic payments.
http://www.fairmark.com/rothira/perpmt.htm
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Phase-Out Rules
Rule that reduce your annual contribution to a Roth IRA when your income is above certain levels.
http://www.fairmark.com/rothira/phaseout.htm
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Earnings Allocations
How to allocate IRA earnings when you make certain changes.
http://www.fairmark.com/rothira/rcalloc.htm
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Recharacterization Mechanics
Steps involved in undoing a Roth IRA transaction.
http://www.fairmark.com/rothira/rcmech.htm
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Recharacterization Rules
A closer look at the rules for recharacterizations.
http://www.fairmark.com/rothira/rcrules.htm
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Recharacterization Overview
Overview of how to undo a Roth IRA mistake by recharacterizing a contribution or conversion.
http://www.fairmark.com/rothira/rctop.htm
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Reconverting to Reduce Taxes
A way to save tax dollars if the value of your Roth IRA declines after a conversion.
http://www.fairmark.com/rothira/recon.htm
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Conversion Considerations
Main considerations in deciding whether to convert a traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/rollcons.htm
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Distributions After a Conversion
Tax treatment of amounts withdrawn from a Roth IRA after youve made a conversion from a traditional IRA.
http://www.fairmark.com/rothira/rolldist.htm
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Roth IRA 101
A quick overview of the Roth IRA.
http://www.fairmark.com/rothira/roth101.htm
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Roth IRA vs. Employer Plan
Comparing the Roth IRA with your companys 401k or 403b plan.
http://www.fairmark.com/rothira/rothvemp.htm
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Roth IRA vs. Deductible IRA
Comparing the Roth IRA with a traditional IRA where all contributions are deductible.
http://www.fairmark.com/rothira/rothvreg.htm
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Saving for a Home
Using a Roth IRA to save for a home.
http://www.fairmark.com/rothira/savehome.htm
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Source of Funds for Tax on Conversion
Think carefully about where the money will come from to pay tax on converting a traditional IRA to a Roth IRA.
http://www.fairmark.com/rothira/source.htm
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Spousal Roth IRA
Clearing up confusion over spousal IRAs.
http://www.fairmark.com/rothira/spousal.htm
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Investment Strategies
A look at some strategies for the Roth IRA.
http://www.fairmark.com/rothira/strategy.htm
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Taxable Distributions
Heres what happens when you take a Roth IRA distribution that doesnt qualify to be tax-free.
http://www.fairmark.com/rothira/taxable.htm
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Tax-Free Distributions
Rules for tax-free distributions from Roth IRAs.
http://www.fairmark.com/rothira/taxfree.htm
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Roth IRA Rules of Thumb
Main ideas in choosing between a traditional IRA and a Roth IRA.
http://www.fairmark.com/rothira/thumb.htm
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Timeline for Using Your IRA
Think ahead about when youre likely to use the money in your IRA.
http://www.fairmark.com/rothira/timeline.htm
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Undoing Contributions and Conversions
Top of our guide to undoing, or recharacterizing, a Roth IRA conversion or contribution.
http://www.fairmark.com/rothira/undoing.htm
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Investment Education for the Individual Investor: AAII
The American Association of Individual Investors provides investment education for the individual investor. AAII arms the individual investor with investment education, tools, articles and seminars.
http://www.aaii.com/
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