IRA Discussion Forum

New Beneficiary IRA Rules

By Brian Kuhn 3 years ago

FIRST STAGE RMD WHEN PERSON PASSES AWAY

By Rene Nourse 3 years ago

401(k) proceeds inherited from a friend

By Mike Leffler 3 years ago

IRA question

By Larisa Kutac 3 years ago

RMD for ineligible beneficiary

By MARK CLELAND 3 years ago

Roth IRA Distribution

By Khai Nguyen 3 years ago

Rollover and 1099-R Questions

By Steven Vitullo 3 years ago

Max 401k + SEP(s)

By Khalil Andraos 3 years ago

Tax code change

By Frank Dogger 3 years ago

First Year of RMD?

By Marvin Rauchbach 3 years ago

After tax rollover of contributions check payable to participant

By Howard Hook 3 years ago

transferring stocks from IRA for the RMD

By Michele Bryant 3 years ago

Spousal rollover from inherited IRA

By Sten Lindquist 3 years ago

Inherited IRA

By Tom Gettelfinger 3 years ago

a Christmas gift

By Alexander Graf 3 years ago

Individual 401(k) Question

By Kevin O'Hearn 3 years ago

Inherited RMD Life Expectancy factor: Looked up each year, or looked up once and then subtract 1 each year?

By aldem 3 years ago

Inherited 403(b), death 2020, gov’t plan per 414(d), splits to some beneficiaries in 2021. Who/how is their 2021 RMD calculated?

By aldem 3 years ago

ROTH Conversions and BAck Door ROTH

By Vickie Intriago 3 years ago

Tax exempt rollover

By Josh Harmon 3 years ago

Rollover IRA

By Jonathan Sard 3 years ago

2022 Uniform Lifetime Table

By Janis Sleeter 3 years ago

Basis of NUA Stock

By Phil Walker 3 years ago

Timing of Income Earned in 2021 & Paid in 2022 – Which year does it count for IRA-purposes?

By Goof Ball 3 years ago

Can a spouse rollover a tIRA of deceased spouse directly to Roth IRA?

By Joe Deere 3 years ago