IRA Discussion Forum

Back door roth

By Geoffrey Kasher 3 years ago

Beneficiary Roth IRA

By George Weingartner 3 years ago

Does an IRA Rollover (with no other income) require that a tax return be filed?

By Steve Hengehold 3 years ago

pros and cons of IRA designating TRUST as beneficiary. what happens to spouse does she need to waive first?

By gautam SHAH 3 years ago

Does per stirpes of a primary beneficiary override the contingent beneficiary?

By Jack Thomas 3 years ago

Inheriting a post Secure ACT Inherited IRA

By Richard Plant 3 years ago

Commencing distributions – Bene IRA vs. Inherited IRA

By Jonathan WERNER 3 years ago

Solo 401k

By Robert Jugan 3 years ago

Solo 401(k) and IRA

By Maureen E. Birmingham 3 years ago

Spouse Sole IRA Beneficiary

By Mark Reich 3 years ago

inherited 401k with after-tax money and transferring to an inherited IRA

By Christopher Combs 3 years ago

CLOSING AN IRA UPON DEATH OF ACCOUNT OWNER

By Susan Willey 3 years ago

Inherited IRA RMD

By Bryan Jimmerson 3 years ago

Who gets benefit?

By Rob Odell 3 years ago

excess roth contribution

By Henry Chan 3 years ago

401k with no beneficiary

By Amanda Minter 3 years ago

QLAC FROM IRA

By gautam shah 3 years ago

Client passed away in 2020 with no beneficiary listed on IRA

By Travis Tsukayama 3 years ago

RMD pymt directly rolled to Roth IRA

By Brooke Smith 3 years ago

non-spouse IRA beneficiary RMD rule for death prior to 1-1-2020

By john sklenar 3 years ago

Who is the Original Depositor

By Kevin O'Hearn 3 years ago

IRA to Roth Rollover

By Michael Eastham 3 years ago

ERTA after tax contributions establishing cost basis

By Jeffrey Fine 3 years ago

SECURE 2.0 postponed – seeking criticism of my plan

By Undocumented Newcomer 3 years ago

Inherited RMD for non spousal beneficiary

By Jeffrey Harris 3 years ago