IRA Discussion Forum

NUA from My Deceased Stepdad’s 401(k) plan – now owned by my Mom

By matthew grandonico 2 years ago

Excess Roth IRA contribution

By Matthew Morea 2 years ago

IRA OWner Dies – RMD question

By Vickie Intriago 2 years ago

Full distribution of converted Roth IRA after 59 1/2

By Dan Simonds 2 years ago

Roth Conversion in a Down Market

By John Michael Hall 2 years ago

Confused on Conversion distribution over 59.5, but havn’t completed 5 year clock

By Jon Steffen 2 years ago

Past Years Excess Roth Contribution Penalty – How to file

By Cai Mie 2 years ago

Inherited ROTH IRA – RMD Question

By Judy Matter 2 years ago

Transferring Stock from an IRA

By Terrence Benton 2 years ago

Simple IRA matching

By Robert Roselli 2 years ago

Minimum Required Distribution

By Herm Brames 2 years ago

After Tax 401(k) conversion to Roth IRA

By Robert Witt 2 years ago

ROTH IRA Recharacterization

By Edward Alferoff 2 years ago

IRA invested in a Real Estate Value Fund

By Harold Morrow 2 years ago

IRMAA and Roth conversions

By Beth Andrews 2 years ago

IRA Beneficary End of Year

By Jamie McLean 2 years ago

IRA no Beneficiary

By Vickie Intriago 2 years ago

Inheriting an inherited IRA from non-spouse through estate

By Amanda Minter 2 years ago

IRS Notice 2022-53

By BruceM 2 years ago

SIMPLE IRA & Control Group

By Charlie Pesiridis 2 years ago

401k – still working, RMD in year of death?

By Robert Vashko 2 years ago

60 Day

By Anthony Perrone 2 years ago

Unusual Inherited IRA situation

By Bruce Frisbie 2 years ago

ROTH conversion – while taking monthly RMD

By Jaime Fukumae 2 years ago

iNHERITED NON-SPOUSE IRA

By Linton Banwell 2 years ago