IRA Discussion Forum

NUA and 1099-R distribution code E in box 7

By Alex Izmailov 2 years ago

Inherited, Inherited IRA

By Lisa Heffley 2 years ago

In Kind Distribution

By B G 2 years ago

DIstribution of RMD from Simple IRA and traditional IRA direct to charity

By Stanley Fogel 2 years ago

Roth inherited by spouse under age 59.5

By James Magno 2 years ago

ROTH Conversion Multiple IRA’s / Retirement Plan

By David Berdow 2 years ago

Annuity IRA payout, Under 59.5

By Renee Grey 2 years ago

Non-spouse beneficiaries & what RMD table applies?

By Amanda Minter 2 years ago

Non-Spouse 401k Beneficiary

By Jonathan Sard 2 years ago

Delayed division of IRA in Divorce decree

By Theresa Torrance 2 years ago

401k and IRA have “estate” as bene – Secure Act 10yr rule

By Wendy Mommaerts 2 years ago

60 day Rollover and RMDs

By Amanda Minter 2 years ago

Roth conversion despite being in 37% tax bracket

By Elie Chidiac 2 years ago

Active participation

By Robert Roselli 2 years ago

Simple IRA Custodian Change for Plan Sponsor

By Jonathan Sard 2 years ago

IRA RMD

By Herm Brames 2 years ago

Stretch IRA

By John Harrington 2 years ago

IRA owner passes away prior to Required Begin Date

By Thom Kirer 2 years ago

Undo Roth Conversion 2022

By Ryan Smith 2 years ago

2022 Inherited IRA RMDs?

By Kevin Kennedy 2 years ago

Inherited IRA

By Richard Ernst 2 years ago

can an inherited IRA and an inherited, inherited IRA be combined?

By Amanda Minter 2 years ago

Qcd stop payment and redeposit affecting irs tax rmd reporting

By Bev Henderson 2 years ago

1099R Box E

By Donna Momsen 2 years ago

Custodial FBO account- mistake in the name

By Lav Andy 2 years ago