IRA Discussion Forum

529 conversions and moving to a non-income tax state

By Paul Bouman 4 months ago

1040 line 4a/b versus line 5a/b

By Pamela Poker-Meichtry 4 months ago

QCD and DAF’s

By John Foster 4 months ago

ROTH IRA in Irrerevocable Trust

By Herm Brames 4 months ago

1099-R Question

By Kevin O'Hearn 4 months ago

SEP IRA Details

By IRAQuestion5 4 months ago

529 plan monies rollover to Roth IRA…

By Kevin Zoltek 4 months ago

Backdoor Roth Question

By Kevin Reardon 4 months ago

Recharacterization and Savers Credit

By IRAQuestion5 4 months ago

RMD calc

By John J 4 months ago

RMD of decedant for 2025 paid to who?

By Douglas Bauerband 4 months ago

401K RMD ERROR WITH PARTIAL NUA

By Joseph Smith 4 months ago

1099-R with code M

By Mobey 4 months ago

Distribution Rules for Last Year of 72t Plan

By japh 4 months ago

Parental contribution to 21-year-old’s Roth IRA

By Matthew Eckman 4 months ago

401k Rollover Check Deposited to Checking

By Roth Fan 4 months ago

529 conversion and wages for contribution

By Marion Katz 4 months ago

Inherited IRA – estate

By Robert Roselli 4 months ago

Net Unrealized Appreciation

By George W Smith IV 4 months ago

Roth IRA rollover

By Sten Lindquist 4 months ago

RMD and Inherited IRA

By BruceM 4 months ago

IRA Divorce Settlement

By Cookie Walden 4 months ago

RMD and Roth conversion from two 403(b) accounts

By learner 4 months ago

Inherited IRA and RMD

By Brian Smith 4 months ago

Self Directed IRA invested in Real Estate – Can you transfer the assets to a traditional IRA?

By Jon Steffen 4 months ago