IRA Discussion Forum

non-spousal inherited IRA – 2020 decedent

By David Pratt 2 years ago

Ex-Spouse beneficiary

By Uli Bittenbinder 2 years ago

What Disqualifies a Trust as “Pass-Through”?

By Rick Jurrens 2 years ago

Can you convert 72t payments to a Roth?

By Kevin O'Hearn 2 years ago

Roth Conversion

By ShipsnGiggles 2 years ago

EDB for Beneficary IRA

By michael steinebach 2 years ago

Net Unrealized Appreciation Strategy Allowed After An In-Service Withdrawal From Employer-Sponsored Retirement Plan?

By Kirk Lippert 2 years ago

Governmental 403b, 401a, 457b and Private 401k Secure Act Effective Date

By Aaron Tanner 2 years ago

Inherited IRA

By Edward Reap 2 years ago

New 2022 Inherited IRA Single Life Expectancy Tables

By Deirdre Totten 2 years ago

60 day Rollover

By Matthew Morea 2 years ago

Did I contribute too much into my ROTH IRA this year?

By Shulamit Rymberg 2 years ago

QCDs

By barbara rosen 2 years ago

Inherited IRA to regular IRA

By Joe Myers 2 years ago

Transferring funds from one account to another in the same institution

By Gary Robbins 2 years ago

spousal ira contribution question

By Michael Jilling 2 years ago

Possible to wipe slate clean of IRA assets, and in the same year, execute a Backdoor Roth, and still avoid Prorata tax rule

By Michael Sullivan 2 years ago

Disclaiming an IRA

By Thom Kirer 2 years ago

Beneficiary on Minor Roth IRA Account?

By Matthew Ottusch 2 years ago

prior year excess contribution – can Form 5329 and Form 8606 be filed together without amending?

By Dana Evans 2 years ago

HSA Contribution Limits

By David Dunn 2 years ago

Proposed Regs Section 1.408-8(c)(ii)

By David Mertz 2 years ago

Successor Bene pre & post SECURE Act involving ex-spouse

By David Briegs 2 years ago

Inherited IRA – missed 2021 RMD

By Travis Tsukayama 2 years ago

Required 3% 401(k) Top Heavy Contribution?

By Jay P. 2 years ago