IRA Discussion Forum

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 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

How to properly report earnings on Nondeductible IRA

By Chanchal Kariwala 4 months ago

After Tax Contributions in a 401k

By Alan Fishman 4 months ago

Inherited IRA Spouse RMD’s

By Mark Smallwood 4 months ago

Reporting recharacterizations

By Michael Suman 4 months ago

Moving an IRA to another advisor w/ 72t already in place

By SUZIEB 4 months ago

Roth IRA to Trad IRA Recharacterization earnings amount

By MIKE KRUCHTEN 4 months ago