IRA Discussion Forum

Failed backdoor roth contribution

By Nathan Kastner 3 months ago

SEP IRA contributions

By Zachariah Hammel 3 months ago

Separate IRA for Donations

By NewYork35 3 months ago

IRA contribution eligibility

By Robert Roselli 3 months ago

IRA BDA Question

By Kevin O'Hearn 3 months ago

How does the IRS link a Decedent to a Trust?

By Trust812 3 months ago

Average Cost Basis on common stock for Net Unrealized Appreciation vs. LIFO or Specific Identification Method for calculation of cost basis

By Rose Trettenero 3 months ago

Spouse is the default beneficiary of ERISA plans?

By John Lau 3 months ago

Annuity cash out from deceased spouse IRA

By George W Smith IV 3 months ago

Roth 401k Company Match Tax Impact

By Erin Anderson 3 months ago

Non US Citizen Spouse Ben of US Citizen Roth IRA – issues to be aware of

By Jean Arias 3 months ago

IRA owner died prior to satisfying their current year RMD

By Wendy Mommaerts 3 months ago

Spouse keeping as Inh IRA

By Wendy Mommaerts 3 months ago

RMD Flowchart

By Wendy Mommaerts 3 months ago

QCD from SEP IRA

By Stephen Hodson 3 months ago

Combining Inherited IRAs

By Andy Reynolds 3 months ago

Combining Inherited IRAs

By Andy Reynolds 3 months ago

IRMA Appeal

By Vickie Intriago 3 months ago

IRA funds paid to Estate. Is it possible to transfer to inherited IRAs?

By Jane Early 3 months ago

Uncle wants to convert $700K in TPS to ROTH – Advice please?

By Mary Price 3 months ago

Working with Us citizen in Italy

By Tony Pondel 3 months ago

401K NO BENEFICIARY – DEATH OF OWNER IN 2016

By Carolyn Douglas 3 months ago

Indirect Rollover – Mandatory Taxes and Reporting Question

By Pamela Shaw 3 months ago

Undo a backdoor Roth Conversion

By Brian Stormont 3 months ago

50th birthday in March 2025

By Bill Briner 3 months ago