IRA Discussion Forum

Spouse transferring Inherited IRA to Traditional IRA

By Brian Smith 3 years ago

Timing of QCDs

By Vickie Intriago 3 years ago

Inherited IRA 10-year rule

By Kendra Johnson 3 years ago

IRA Convergence to Roth

By Robert Carlucci 3 years ago

Backdoor Roth Conversion Question

By Adam Hoffman 3 years ago

EDB Status for OLDER beneficary

By Daniel Owen 3 years ago

Roth In Plan Conversion from Employer using After-Tax Funds

By Abhinav Goyal 3 years ago

Roth IRA Divorce Question

By Kevin O'Hearn 3 years ago

Secure Act and 10-year payout – inherited IRA by daughter

By Craig LeBouef 3 years ago

illiquid assets and RMDs

By Amanda Minter 3 years ago

IRA Contribution with No Earned Income, then Converted. Help!

By John Michael Hall 3 years ago

Roth conversion while receiving LT disability

By Richard Fritts 3 years ago

Proper way to name spouse as primary beneficiary and trust as contingent

By Jack Thomas 3 years ago

One Rollover Per Year Rule

By Rich Spaller 3 years ago

Form 8606 for Inherited tIRA rolled to spousal tIRA and converted to Roth

By Rick Mollern 3 years ago

IRA’s in marriage

By DJ McKellips 3 years ago

Non-EDB inherits annuitized IRA

By Robert Vashko 3 years ago

IRA distribution question

By George Weingartner 3 years ago

Proposed new RMD rules

By Robert Roselli 3 years ago

Inherited Roth IRA Question

By John Boyle 3 years ago

60 day rollover

By Stephen Hodson 3 years ago

NUA distribution cost basis, when part of the stock was puchased using after-tax assets

By Ron Evans 3 years ago

Traditional 403B / 401K conversion to Roth IRA, withdrawal rules from Roth IRA

By Sam Iam 3 years ago

Re-contributing to Roth IRA after taking out current year contributions

By Jim Bend 3 years ago

Coordinating SEP and Simple IRA’s

By Janis Sleeter 3 years ago