IRA Discussion Forum

Are spillover or throwback dividends included in previous year IRA fair market value (FMV)

By JeffCT 4 hours ago

Age 55 Exception from 401k | IRA Rollover

By Matthew Ottusch 4 hours ago

Annuity IRA left to Estate

By Rob Harper 4 hours ago

ROTH IRA Conversion and subsequent distribution before meeting 5 year rule

By fingirl00 5 hours ago

401k rmd issue

By Paul Knag 19 hours ago

401k

By Paul Knag 19 hours ago

529 conversions and moving to a non-income tax state

By Paul Bouman 20 hours ago

1040 line 4a/b versus line 5a/b

By Pamela Poker-Meichtry 1 day ago

QCD and DAF’s

By John Foster 1 day ago

ROTH IRA in Irrerevocable Trust

By Herm Brames 1 day ago

1099-R Question

By Kevin O'Hearn 1 day ago

SEP IRA Details

By IRAQuestion5 2 days ago

529 plan monies rollover to Roth IRA…

By Kevin Zoltek 2 days ago

Backdoor Roth Question

By Kevin Reardon 2 days ago

Recharacterization and Savers Credit

By IRAQuestion5 2 days ago

RMD calc

By John Jawor 2 days ago

RMD of decedant for 2025 paid to who?

By Douglas Bauerband 2 days ago

401K RMD ERROR WITH PARTIAL NUA

By Joseph Smith 3 days ago

1099-R with code M

By Mobey 4 days ago

Distribution Rules for Last Year of 72t Plan

By japh 5 days ago

Parental contribution to 21-year-old’s Roth IRA

By Matthew Eckman 5 days ago

401k Rollover Check Deposited to Checking

By Roth Fan 5 days ago

529 conversion and wages for contribution

By Marion Katz 5 days ago

Inherited IRA – estate

By Robert Roselli 5 days ago

Net Unrealized Appreciation

By George W Smith IV 5 days ago