IRA Discussion Forum

Solo 401k employer now has an employee

By Vickie Intriago 2 years ago

IRS extending IRA contribution payments until Oct 16th for some Californians?

By Vickie Intriago 2 years ago

Spousal Traditional IRA contribution (Partial Year employed)

By SHRI Patil 2 years ago

IRA – irrevocable trust beneficiary – need to amend trust with Secure Act

By Mary K. Dean 2 years ago

Illinois estate taxes

By Thom Kirer 2 years ago

Inherited Inherited IRA

By Robert Hapanowicz 2 years ago

Fact check – RMDs and spousal assumption

By Robert Vashko 2 years ago

Successor Beneficiary Example – What If Spouse Inhierts

By brcwm 2 years ago

Backdoor Roth & Pro Rata Rule

By Matthew Ottusch 2 years ago

Roth 401k Rollover 5 year Rule

By Julie Brangenberg 2 years ago

NUA

By Brian Smith 2 years ago

IRA Rollover resulting in negative balance – help

By Reuben Garrison 2 years ago

Roth Conversion 5-Year Clock

By Joseph Carbone 2 years ago

disclaiming inherited IRA

By Jon Heller 2 years ago

Recharacterization

By IRAQuestion5 2 years ago

Estate located in one state, beneficiaries in other states. In which state should the state tax returns be filed?

By David Hempel 2 years ago

55 Rule

By Anthony Perrone 2 years ago

Late 60 Day Rollover Reporting

By ufleming 2 years ago

5 year rule on ROTH Conversions

By Tony Paper 2 years ago

Recharacterization

By Bill Briner 2 years ago

Naming Revocable Trust as Secondary Beneficiary on 401(k) Plan

By Joseph Carbone 2 years ago

sep excess

By Jon Heller 2 years ago

Pension Question

By Jennifer Poole 2 years ago

Backdoor ROTH and Pro-Rata Rule

By Ethan Guffey 2 years ago

Documenting IRA rollover

By Emilie Wiesner 2 years ago