IRA Discussion Forum

Year of death RMD for qualified plan

By Michael Frontera 2 years ago

Longer of Rule and Surviving Spouse

By James Guckenberg 2 years ago

Error in contributing to Roth IRA

By Andrew Zahn 2 years ago

Inherited IRA, the Kiddie Tax, AND Filing to avoid the kiddie tax

By David Belk 2 years ago

New 529 Plan rules

By Douglas Bauerband 2 years ago

Excess Distribution from IRA

By Marc Usem 2 years ago

Minor Roth IRA

By Matthew Ottusch 2 years ago

backdoor ROTH gone awry!

By Dana Evans 2 years ago

Earnings Limit Test

By John Nielsen 2 years ago

Excess Contribution to Roth IRA

By gary gogolinski 2 years ago

Return of Excess Question

By Kevin O'Hearn 2 years ago

Backdoor IRA mistake

By Robert Witt 2 years ago

QCDs to Pooled Income Funds under SECURE Act 2.0

By PaulC 2 years ago

Accidental Roth Contribution

By IRAQuestion5 2 years ago

Roth Qualified Distributions

By David Zullinger 2 years ago

Satisfying decendents RMD

By Wendy Mommaerts 2 years ago

SEP IRA and Traditional Spousal IRA

By Ian Turner 2 years ago

Proactive Sally

By Donna Medica 2 years ago

What if a retirement plan mis-codes a distribution?

By Chad Goeden 2 years ago

deductible TIRA with ROTH conversion and QCD

By Dana Evans 2 years ago

Choose Whether Deductible

By IRAQuestion5 2 years ago

Client broke once-per-year rollover rule – possible to unwind?

By Robert Vashko 2 years ago

Excess Roth Contributions Since 2020

By Krista McBeath 2 years ago

IRA paid to the estate

By RIchard Sabo 2 years ago

60 day repay

By lawrence rudolph 2 years ago