IRA Discussion Forum

Inherited 401k Rollover issue

By Jeanette LoPiccolo 4 months ago

2 Tier annuity can surviving spouse transfer to IRA in her name

By Marcia Miller 4 months ago

NUA earnings

By Uli Bittenbinder 4 months ago

Backdoor Roth 5 year rules

By Uli Bittenbinder 4 months ago

RMD to benes in year of death

By Beth Bollman 4 months ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 4 months ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 4 months ago

SEP IRA Contribution Deadline

By Matthew Ottusch 4 months ago

60 days for indirect rollover

By Rebecca Hunninghake 4 months ago

Joint LIfe Table

By Wendy Mommaerts 4 months ago

Inheriting an IRA SPIA versus the 10-year rule?

By Paul McGillivray 4 months ago

Individual 401K Question

By Kevin O'Hearn 4 months ago

How to calculate value of “lag year” earnings when they replace years of Zero earnings?

By Jim Wolf 4 months ago

IRA beneficiary

By gautam SHAH 4 months ago

can an inherited Roth IRA to a stretch eligible daughter, that has never had any money taken out, use the stretch based on her age?

By john matros 4 months ago

Beneficiary IRA and Qualified Charitable Distributions

By Abigail McNaney 4 months ago

Excess Contribution in SEP IRA

By brcwm 4 months ago

60 day rollover

By John Jawor 4 months ago

Spouse inheriting an Inherited IRA and Roth IRA

By Justin Howard 4 months ago

Surviviving Spouse Beneficiary of IRA – elect to be treated as the deceased employee for purposes of the required minimum distribution – SECURE Act 2.0 Section 327

By Eric H Silverman 4 months ago

Family Trust as Roth IRA Beneficiary

By Jonathan Sard 4 months ago

Simple Contributions Question

By Kevin O'Hearn 4 months ago

Simple Contributions Question

By Kevin O'Hearn 4 months ago

SPIA Distributions Counting Towards RMDs

By Todd Kirsch 4 months ago

Roth Conversion 5 Year Rule (401k to Roth IRA)

By Giri Lakshmi 4 months ago