IRA Discussion Forum

401k starting in December — not enough paychecks for full contribution?

By abraham boznick 18 hours ago

401k starting in December — not enough paychecks for full contribution?

By abraham boznick 18 hours ago

Post 59 1/2 draw if contributions/conversions made within last 5 years

By Mary K. Dean 2 days ago

Roth draw pre 59 1/2 penalties/tax

By Mary K. Dean 2 days ago

Inherited IRA- IRD and QCD

By steve jackson 2 days ago

Trusted IRAs / Naming a QTIP as the Beneficiary of an IRA Submitted by [email protected] on Wed, 2024-09-11 12:21 We have several clients who have children from a previous marriage. Example: Upon the husband’s death, he wants to make sure his current spouse has access to income from his IRA. But he also wants to make sure the remaining balance, when she passes, goes to his children from his first marriage and not to someone else, i.e. her children. How best to make sure that happens? Using a trusted IRA or naming a QTIP as the beneficiary of their IRA?

By [email protected] 2 days ago

Unfiled beneficiary form for 401(k0

By Michele Ungvarsky 3 days ago

Form 1041 for Inherited IRA in a Trust

By Kevin Brown 3 days ago

529 to Roth

By steve jackson 3 days ago

annual gift tax allowed

By barbara rosen 3 days ago

Correct Life Expectancy Table for the “ghost” rule.

By Scott Amis 3 days ago

Can successor beneficiaries be established for an estate-owned inherited IRA?

By Scott Amis 4 days ago

Inherited IRA from Marital Trust

By John Hill 4 days ago

Fee Debit

By Jason Hochstadt 4 days ago

Inherited IRA RMD

By Michael Travis 4 days ago

Pre-Secure Act Question

By Kevin O'Hearn 5 days ago

Proper titling of an Inherited IRA

By Lakeblue12 5 days ago

To convert or not, when estate is going to charity

By LW 6 days ago

Solo 401K vs Solo Roth 401K

By n2b 6 days ago

IRA Owner Dies in 2024, 4 months before RBD. RMD due?

By Logan Dietel 6 days ago

Roth SEP with Secure Act 2.0

By Christopher Combs 6 days ago

72t

By Dustin Hayden 6 days ago

Successor Inherited Roth IRA Distribution Requirements

By Delwin Hinkle 1 week ago

401k inherited by sister 7 years younger

By MIKE KRUCHTEN 1 week ago

IRA Rollover from SIMPLE

By Kevin Dempsey 1 week ago