IRA Discussion Forum Archives - Page 15 of 961

Topic	Replies	Last reply
RMD By Kerwyn Welch 3 months ago	1	By Alan - IRA critic 3 months ago
Individual K rollover By Jason Frank 3 months ago	2	By Jason Frank 3 months ago
Disregard-inadvertent double post By Jason Frank 3 months ago	0	n/a
Social Security for a Spouse By John Bannan 3 months ago	1	By Alan - IRA critic 3 months ago
Excess 401k Contribution Transferred to IRA By Jonathan Sard 3 months ago	5	By Alan - IRA critic 3 months ago
RMDs all from Custodian A and Subsequent Roth Conversion from Different Custodian By Ian Turner 3 months ago	1	By Alan - IRA critic 3 months ago
1099-R code P By Beza Asrat 3 months ago	4	By Beza Asrat 3 months ago
Taxing of IRA withdrawals if live outside of the United States By George Eding 3 months ago	2	By B_Parker73 3 months ago
401k starting in December — not enough paychecks for full contribution? By abraham boznick 3 months ago	0	n/a
401k starting in December — not enough paychecks for full contribution? By abraham boznick 3 months ago	1	By Alan - IRA critic 3 months ago
Post 59 1/2 draw if contributions/conversions made within last 5 years By Mary K. Dean 3 months ago	1	By Alan - IRA critic 3 months ago
Roth draw pre 59 1/2 penalties/tax By Mary K. Dean 3 months ago	1	By Alan - IRA critic 3 months ago
Inherited IRA- IRD and QCD By steve jackson 3 months ago	1	By Alan - IRA critic 3 months ago
Trusted IRAs / Naming a QTIP as the Beneficiary of an IRA Submitted by [email protected] on Wed, 2024-09-11 12:21 We have several clients who have children from a previous marriage. Example: Upon the husband’s death, he wants to make sure his current spouse has access to income from his IRA. But he also wants to make sure the remaining balance, when she passes, goes to his children from his first marriage and not to someone else, i.e. her children. How best to make sure that happens? Using a trusted IRA or naming a QTIP as the beneficiary of their IRA? By [email protected] 3 months ago	0	n/a
Unfiled beneficiary form for 401(k0 By Michele Ungvarsky 3 months ago	1	By Kevin Brown 3 months ago
Form 1041 for Inherited IRA in a Trust By Kevin Brown 3 months ago	0	n/a
529 to Roth By steve jackson 3 months ago	1	By Alan - IRA critic 3 months ago
annual gift tax allowed By barberella 3 months ago	1	By Alan - IRA critic 3 months ago
Correct Life Expectancy Table for the “ghost” rule. By Scott Amis 3 months ago	3	By Alan - IRA critic 3 months ago
Can successor beneficiaries be established for an estate-owned inherited IRA? By Scott Amis 3 months ago	2	By Michael Roberson 3 months ago
Inherited IRA from Marital Trust By John Hill 3 months ago	2	By John Hill 3 months ago
Fee Debit By Jason Hochstadt 3 months ago	6	By Alan - IRA critic 3 months ago
Inherited IRA RMD By Michael Travis 3 months ago	1	By Alan - IRA critic 3 months ago
Pre-Secure Act Question By Kevin O'Hearn 3 months ago	1	By Alan - IRA critic 3 months ago
Proper titling of an Inherited IRA By Lakeblue12 3 months ago	4	By Lakeblue12 3 months ago

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