IRA Discussion Forum

Secure Act 2.0 -401k changes

By D Thomas 2 years ago

Roth Conversion Tax Payment

By Abigail McNaney 2 years ago

QCD Distribution Checks

By Vern Kuennen 2 years ago

Calculating the Tax on an IRA Annuity Funded with After-Tax Dollars

By Gale Nelson 2 years ago

Form 8606, Nondeductible IRAs, Line 7 Entry – Required Minimum Distribution Value vs. Entire Distribution

By Gale Nelson 2 years ago

Multiple NUA Triggering Events in same calendar year

By Jessica DeBold 2 years ago

Tax Form 8606, Nondeductible IRAs – Calculating the Value of IRAs

By Gale Nelson 2 years ago

IRA Annuities – Annuitization and Conversions of Payments into a Roth IRA

By Gale Nelson 2 years ago

SEP IRA & Roth IRA

By Brandon Blanchard 2 years ago

Divorced Couple & RMDs

By AT13 2 years ago

No beneficiary on IRA

By James Johnson 2 years ago

NUA

By Jason Baldus 2 years ago

Trust as beneficiary

By Amanda Minter 2 years ago

Probate

By Mary 2 years ago

401(k) Stock as Roth Conversion?

By Bob James 2 years ago

Virtual Private Networks (VPNs)

By Keith Schnelle 2 years ago

Net unrealized Appreciation – partial rollover

By Eleonora Tomasello 2 years ago

Trust as Beneficiary of IRA for a spouse

By Carlos Lopez 2 years ago

SIMPLE IRA

By Brent Hunsberger 2 years ago

PENSION LUMP SUM

By John Bannan 2 years ago

SEP-IRA contribution for 2022 – custodian insists must be classified for 2023

By Lisa R Marshall 2 years ago

Rules for Converting Spouse’s Beneficiary IRA to her own Spousal IRA

By Jim Schwartz 2 years ago

SEP Contribution Timing

By Kevin O'Hearn 2 years ago

Ex-wife receiving share of ex-husband’s IRA

By Geoffrey Kasher 2 years ago

457b Tax Exempt entity

By Janis Sleeter 2 years ago