IRA Discussion Forum

Back door vs. Roth Conversion

By Tracy Hawbaker 2 years ago

72t Distribution Calculation

By Matthew Ottusch 2 years ago

Quarterly Estimates for Roth Conversion

By Amanda Minter 2 years ago

2 8606s in 1 year? Conversion and Contribution 5/24/23

By J SMITH 2 years ago

2 questions about Roth IRAs

By Robert Roselli 2 years ago

Roth IRA Excess & NIA Calculation

By ZPeter 2 years ago

Can an inherited IRA be converted into a Roth IRA

By Ken L. Stone 2 years ago

17 charities as benes

By Mary Gail Sycamore 2 years ago

Sustain current Estate Tax exemption

By Marvin Rauchbach 2 years ago

Non Resident Alien 401k Rollover

By Colin O 2 years ago

Ind 401K Question

By Kevin O'Hearn 2 years ago

Roth conversion in year of Medicare enrollment (ACA subsidy)

By Michael Frontera 2 years ago

accumulation trusts under secure act 2.0

By marvin egorin 2 years ago

Qualified trusts – Sept. 30th vs. Oct. 31st

By Robert Vashko 2 years ago

Inherited IRA transfer/rollover?

By Marianne Chopp 2 years ago

Estate tax implications of Non-US Citizen, Non-US Resident Naming US-citizen child as IRA beneficiary

By Dan Simonds 2 years ago

IRAs, marriage and IRA spousal benefits

By Mike Chamberlain 2 years ago

RMD Received but No 1099R

By Bob Keller 2 years ago

401k Rollover went to wrong IRA accounts

By Laura Homan 2 years ago

Terminating a 401(k) mid-year and starting a Simple IRA in the same year

By MICHELE MEDUGNO 2 years ago

408(a) Plan

By Colin O 2 years ago

401k Loan

By MIKE KRUCHTEN 2 years ago

Solo 401K Question

By Kevin O'Hearn 2 years ago

Taking RMD for late parent and then follow 10 year rule as her beneficiary

By Chris Collins 2 years ago

TSP Roth 401(k) Qualified Distribution 5-Year Rule Start

By Ray Oconnell 2 years ago