IRA Discussion Forum

ROTH CONVERSION SCENARIO – SPOUSE BENE and then TO NON-SPOUSE BENE

By Robin Ross 4 hours ago

My spouse as beneficiary of my Roth IRA- will she have RMDs?

By William Brigham 8 hours ago

New 72t Plan

By Joshua Paradis 10 hours ago

Return of Excess Question

By Kevin O'Hearn 12 hours ago

Net Unrealized Appreciation (NUA) Rules – Is this a disqualifying situation?

By Sean Heidig 13 hours ago

Newly discovered Inherited IRA

By Nicholas Bucci 13 hours ago

tax question

By Hillary Wertlieb 13 hours ago

Roth IRA

By Larisa Kutac 14 hours ago

QDRO Penalty Exception Rule – Rollover to IRA

By Michael Burroughs 14 hours ago

THE ROTH IRA ADVANTAGE UNDER THE FINAL RMD RULES

By Beth Alwin 16 hours ago

401k In-Plan ROTH Conversion then immediate rollover to existing ROTH IRA….

By John Frigeri 1 day ago

EDB Missed RMD

By jmemeier 1 day ago

401k / IRA Mortgage Loan?

By Matthew Ottusch 1 day ago

Roth IRA – 5 Year hold

By ShipsnGiggles 2 days ago

IRA Rollover into qualified plan after making contributions

By Nathan Kastner 2 days ago

Inherited IRA splitting among beneficiary question

By Austin Brown 2 days ago

RMD Factor Falls Below 1

By Kelly Keltner 2 days ago

IRA BDA Question Pre/Post Secure ACT

By Kevin O'Hearn 2 days ago

Multiple Inherited IRA RMD Rule

By Anthony Perrone 3 days ago

Roth Corrective distribution – amend return to extend deadline?

By Brian Heuer 4 days ago

Roth Conversion 5-year rule

By Bill Briner 4 days ago

Deleted

By Jack Carson 6 days ago

Roth Conversion Taxes

By DaveT 7 days ago

Use of Uniform Table for Surviving Spouse (Inherited IRA)

By Valerie Hadley 7 days ago

Multiple deaths prior to 2020

By Sten Lindquist 1 week ago