IRA Discussion Forum

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 4 months ago

Spouse is the default beneficiary of ERISA plans?

By John Lau 4 months ago

Annuity cash out from deceased spouse IRA

By George W Smith IV 4 months ago

Roth 401k Company Match Tax Impact

By Erin Anderson 4 months ago

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

By Jean Arias 4 months ago

IRA owner died prior to satisfying their current year RMD

By Wendy Mommaerts 4 months ago

Spouse keeping as Inh IRA

By Wendy Mommaerts 4 months ago

RMD Flowchart

By Wendy Mommaerts 4 months ago

QCD from SEP IRA

By Stephen Hodson 4 months ago

Combining Inherited IRAs

By Andy Reynolds 4 months ago

Combining Inherited IRAs

By Andy Reynolds 4 months ago

IRMA Appeal

By Vickie Intriago 4 months ago

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

By Jane Early 4 months ago

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

By Mary Price 4 months ago

Working with Us citizen in Italy

By Tony Pondel 4 months ago

401K NO BENEFICIARY – DEATH OF OWNER IN 2016

By Carolyn Douglas 4 months ago

Indirect Rollover – Mandatory Taxes and Reporting Question

By Pamela Shaw 4 months ago

Undo a backdoor Roth Conversion

By Brian Stormont 4 months ago

50th birthday in March 2025

By Bill Briner 4 months ago

Trustee’s options if a beneficairy declines to accept his share

By Mohammad Rafiq 4 months ago

RMD & Spousal Inheritance

By jmemeier 4 months ago

529 to Roth IRA rollover

By ShipsnGiggles 4 months ago

Roth 401k rollover to a Roth IRA

By MIKE KRUCHTEN 4 months ago

401k early withdrawl penalty exemption question

By Scott S. 4 months ago