IRA Discussion Forum

60 day rollover

By Thomas Ferry 3 months ago

SEP IRA contribution and RMD calculation for 73 year old client

By Liam Timmons 3 months ago

Special Needs Trust as beneficiary

By Kevin Kennedy 3 months ago

First Time Home Penalty Exception

By Kevin O'Hearn 3 months ago

Do custodians that administer your IRA account have to report what your RMDs are to you (in this case a Trust) or the IRS?

By Trust812 3 months ago

NUA – 401k Savings Plan with Profit Sharing Trust

By advisorguy 3 months ago

Contribution Limits for 2025 for a Simple Roth IRA and a Traditional Roth Combination

By Ronald Manso 3 months ago

Failed backdoor roth contribution

By Nathan Kastner 3 months ago

SEP IRA contributions

By Zachariah Hammel 3 months ago

Separate IRA for Donations

By NewYork35 3 months ago

IRA contribution eligibility

By Robert Roselli 3 months ago

IRA BDA Question

By Kevin O'Hearn 3 months ago

How does the IRS link a Decedent to a Trust?

By Trust812 3 months ago

Average Cost Basis on common stock for Net Unrealized Appreciation vs. LIFO or Specific Identification Method for calculation of cost basis

By Rose Trettenero 3 months ago

Spouse is the default beneficiary of ERISA plans?

By John Lau 3 months ago

Annuity cash out from deceased spouse IRA

By George W Smith IV 3 months ago

Roth 401k Company Match Tax Impact

By Erin Anderson 3 months ago

Non US Citizen Spouse Ben of US Citizen Roth IRA – issues to be aware of

By Jean Arias 3 months ago

IRA owner died prior to satisfying their current year RMD

By Wendy Mommaerts 3 months ago

Spouse keeping as Inh IRA

By Wendy Mommaerts 3 months ago

RMD Flowchart

By Wendy Mommaerts 3 months ago

QCD from SEP IRA

By Stephen Hodson 3 months ago

Combining Inherited IRAs

By Andy Reynolds 3 months ago

Combining Inherited IRAs

By Andy Reynolds 3 months ago

IRMA Appeal

By Vickie Intriago 3 months ago