IRA Discussion Forum

Should You Name Your Estate as Your IRA Beneficiary?

By Charlie Pesiridis 3 years ago

Excluded from Gross Estate

By Peter Thomann 3 years ago

IRA 60-day rollover to change tax year

By Michael Frontera 3 years ago

Back Door Roth IRA contribution in 2022

By Charlie Pesiridis 3 years ago

Inheriting an Inherited IRA

By John Boyle 3 years ago

Timing of transfer of Wife’s IRA to spouses IRA

By Denise Sowell 3 years ago

2023 RMD RULE

By Rene Nourse 3 years ago

Vanguard Rollover IRA Error

By Laura Hall 3 years ago

QCD

By Mary Hansen-Faris 3 years ago

RMD question

By Kevin O'Hearn 3 years ago

Bank Error

By Denise Sowell 3 years ago

Successor Beneficiary IRA – Example

By brcwm 3 years ago

NUA and 1099-R distribution code E in box 7

By That'sInteresting 3 years ago

Inherited, Inherited IRA

By Lisa Heffley 3 years ago

In Kind Distribution

By B G 3 years ago

DIstribution of RMD from Simple IRA and traditional IRA direct to charity

By Stanley Fogel 3 years ago

Roth inherited by spouse under age 59.5

By James Magno 3 years ago

ROTH Conversion Multiple IRA’s / Retirement Plan

By David Berdow 3 years ago

Annuity IRA payout, Under 59.5

By Renee Grey 3 years ago

Non-spouse beneficiaries & what RMD table applies?

By Amanda Minter 3 years ago

Non-Spouse 401k Beneficiary

By Jonathan Sard 3 years ago

Delayed division of IRA in Divorce decree

By Theresa Torrance 3 years ago

401k and IRA have “estate” as bene – Secure Act 10yr rule

By Wendy Mommaerts 3 years ago

60 day Rollover and RMDs

By Amanda Minter 3 years ago

Roth conversion despite being in 37% tax bracket

By Elie Chidiac 3 years ago