IRA Discussion Forum

Premature distribution from a Roth IRA (Rolled over from Roth 401k)

By Keith Kim 2 years ago

Did Secure 2.0 change the 70.5 age for QCDs?

By Robert Wright 2 years ago

Same sex relationship not formalized by marriage

By Tim Seiders 2 years ago

QLACs and RMDs?

By Paul McGillivray 2 years ago

Roth BDA account transferring over 12/31

By Michele Meyers 2 years ago

Individual 401k husband & wife contributions pooled into single brokerage account

By Samuel Melton 2 years ago

Do SECURE 2.0 Act statute of limitations change for IRA excise taxes apply to past tax years?

By Jonathan Williamson 2 years ago

SEC. 333 of SECURE 2.0

By David Mertz 2 years ago

New Retirement Law

By Bob Dickens 2 years ago

Is there any statutory basis for IRA to IRA trustee-to-trustee transfers not counting as rollovers?

By Jonathan Williamson 2 years ago

SECURE 2.0 Act – IRC 4973 IRA excise tax penalty limitations period changes

By Jonathan Williamson 2 years ago

First year Simple IRA match?

By T Anderson 2 years ago

Bank Penalty on an IRA

By Nancy Poeling 2 years ago

457 Plan RMD to cover IRA RMD

By MIKE KRUCHTEN 2 years ago

Client has Traditional IRA and Inherited Traditional IRA…passed away

By Trish Turner 2 years ago

SEP IRA RMD

By John Fitch 2 years ago

Inherited IRA Question

By John Brennan 2 years ago

72t distributions – K-1 received from client for stock held in IRA

By Michael S 2 years ago

QCD after RMD

By Jonathan Sard 2 years ago

Secure Act and Existing 410k plan

By Geoffrey Kasher 2 years ago

Trust inherited an IRA

By willem ooms 2 years ago

Inherited IRA (Non-spouse beneficiary)

By Christopher Niessen 2 years ago

In-Service Distribution

By Jason Hochstadt 2 years ago

Roth IRA – 5-year rule

By Mike Mihuc 2 years ago

Inherited IRA (Spouse beneficiary)

By ShipsnGiggles 2 years ago