IRA Discussion Forum

Qualified trust as bene, two minor EDBs

By Robert Vashko 2 years ago

Inherited IRA by Spouse: Distributions prior to RMD

By Joe K. 2 years ago

Accrued interest of a CD in a Roth Conversion

By John Michael Hall 2 years ago

RMD after retiring at age 72

By Ken Fitzgerald 2 years ago

Roth Conversion

By Anthony Perrone 2 years ago

NUA due to death (deceased spouse), under 59.5- subject to penalty?

By Jessica DeBold 2 years ago

Reverse Backdoor Roth IRA

By Ding Dong 2 years ago

Prohibited transaction or is this kosher?

By Thomas MacAdam 2 years ago

naming a living trust as beneficiary

By Frank Dogger 2 years ago

401K RMD

By Frank Dogger 2 years ago

Funding a QLAC with rollover money

By Robert Vashko 2 years ago

Backdoor Roth issue

By Greg Martinez 2 years ago

Solo 401k contribution when net self-employment income is $0

By Cassandra Lenfert 2 years ago

Beneficiary IRA

By Craig LeBouef 2 years ago

Rolled over RMD

By Joe Marmorato 2 years ago

529 to ROTH 15yr rule

By Karen Stay 2 years ago

60 Day Rollover After Hitting RMD Age?

By AT13 2 years ago

(QCD) Qualified Charitable Distributions – $50,000 Distribution to CGA

By Matt Mason 2 years ago

Roth contribution vs. Roth conversion?

By Michael Frontera 2 years ago

457 Top Hat

By Stephen Peiffer 2 years ago

Traditional IRA rolled into SEP IRA?

By Matthew Ottusch 2 years ago

RMDs with non-qualified inherited Roth IRA

By David Purcell 2 years ago

401k Inservice Rollover (mega back door) problem

By Steven Vitullo 2 years ago

Do vesting RSUs count as compensation for IRA contribution eligibility?

By Michael Frontera 2 years ago

Alimony and Roth Conversion

By Geoffrey Kasher 2 years ago