IRA Discussion Forum

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

SEP setup age 74

By Jerry A Feathers 2 years ago

SEP IRA Contribution limit for S-Corp

By PETKO YAKMADZHIEV 2 years ago

Year of death RMD on lump sum / survivor pension to IRA?

By Michael Frontera 2 years ago

Trust as Beneficiary

By Robert Smith 2 years ago

Missed Year of Death RMD

By Nicole Hughes 2 years ago

60 day rule – One withdrawal – Two subsequent deposits within the 60 day period

By RUSSELL MONTGOMERIE 2 years ago

QCD Receipt Requirements

By Richard Scott 2 years ago

No IRA Beneficiary

By Leon Keiter 2 years ago

SSDI to Retirement Benefit at FRA

By Todd Kirsch 2 years ago

After-tax 401(k) rollover to Roth IRA

By Zach Vandergrift 2 years ago

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