IRA Discussion Forum

Roth Conversion and subsequent contributions

By John Ray 2 years ago

EDB chronically ill / disabled.

By William Williams 2 years ago

How far back to amend erroneous 8606 forms

By Paul Congdon 2 years ago

Partial 401k Rollover

By Kevin Campbell 2 years ago

Statute of limitations on missed RMDS/excess contributions, pre-SECURE 2.0

By Robert Vashko 2 years ago

IRA QCD – You are not allowed to receive ANY benefit in return for your charitable donation.

By Craig Mullins 2 years ago

Second inheritor-Pre Secure Act 1.0

By Kevin O'Hearn 2 years ago

Double Inherited IRA RMD

By Joseph Robostello 2 years ago

Rollovers from 529 plans to Roth IRAs – SECURE 2.0

By Robert Wright 2 years ago

EDB Disability Exemption

By Ryan Smith 2 years ago

Age of Majority for Minor Child of Beneficiary IRA Pre 2020

By Clinton Kane 2 years ago

60 Day Rollover and RMD

By EDWARD CREEGAN 2 years ago

ROTH IRA Transfer 401(k) ROTH Account

By Linton Banwell 2 years ago

IRA RMD question

By George Weingartner 2 years ago

403b rollover to IRA

By Stephen Hodson 2 years ago

72T Account Error

By Jessica DeBold 2 years ago

Withdraw Excess Roth and Then Make Traditional

By IRAQuestion5 2 years ago

Designated Roth account open for 5 years rolled to new Roth IRA

By Cassandra Lenfert 2 years ago

60 day IRA rollover

By Robert Hapanowicz 2 years ago

Secure Act 2.0 Question

By Kevin O'Hearn 2 years ago

Help choosing beneficiary details for desired outcome

By John L. 2 years ago

RBD for those who turned 72 in 2022

By Stephen Emanuels 2 years ago

Surviving Spouse Beneficiary

By Stephen Peiffer 2 years ago

AXA annuity in my Ira, my wife is beneficiary

By Ron Russo 2 years ago

Distribution of Roth IRA rolled over from Roth 401k

By Maciej Rozmyslowicz 2 years ago