IRA Discussion Forum

Form 1099 coding on pre-tax 401k to Roth IRA

By Christopher Combs 2 years ago

NATO Ottawa Agreement income

By Mhotchkiss 2 years ago

commodity wages

By john sklenar 2 years ago

Contributed to IRA 6k but found out that I am not getting Tax benefit

By srinath veb 2 years ago

SECURE Act proposed rules for successor beneficiaries

By BruceM 2 years ago

Inadvertent RMD rollover by a spouse beneficiary

By David Mertz 2 years ago

recharacterize to inherited IRA an IRA that was inherited but characterized as regular IRA

By Sara Davis 2 years ago

SEP IRA and Traditional IRA contributions

By Amanda Minter 2 years ago

First RMD on 403B Church Plan- Client Retired at Age 74 in 2021

By Joseph Schwarz 2 years ago

non direct rollover

By steve jackson 2 years ago

non direct rollover

By steve jackson 2 years ago

RMD for Inherited IRAs

By Patricia Giroux 2 years ago

Disallowed Roth contributions

By Sten Lindquist 2 years ago

NQ transfer to spouse

By Douglas Bauerband 2 years ago

10% Penalty Question

By Hunter Hudgins 2 years ago

401k and SEP Contributions in the same tax year

By ANTHONY ORLANDO 2 years ago

Defaulted 401K loan when I was laid off in 2020. Am I out of luck for a NUA?

By John Warren 2 years ago

Age 55+ Separation From Service Exception to 10% Penalty

By Brandon Blanchard 2 years ago

Spouse Inherited 401(k) – Custodian used Joint/Survivor Table to calculate RMD, but spouse is not 10 years younger

By Lori Goeckler 2 years ago

Deadline

By IRAQuestion5 2 years ago

Update on QLACs?

By David Toberisky 2 years ago

Purchase Date for Stocks Moved from IRA to Brokerage

By Richard Stever 2 years ago

Backdoor Roth for 2022

By Jeffery Acheson 2 years ago

little confused on the RMD inherited IRA tables

By Douglas Bauerband 2 years ago

Direct IRA Transfer then subsequent partial rollover

By Jeffery Acheson 2 years ago