IRA Discussion Forum

Annuity misclassified as an IRA

By Albert Leano 3 years ago

401(k) Beneficiary Question

By Julian Good 3 years ago

1099R coded wrong? I dont think it was?

By Lewis Young 3 years ago

RMD Question

By Jason Hochstadt 3 years ago

RMD For Surviving Spouse

By Thomas Zenge 3 years ago

new investment from structured capital strategies

By charles welch 3 years ago

Comparing QCD’s to Alternating Itemizing and Taking Standard Deduction

By Barry Johnson 3 years ago

Child on payroll

By MIKE KRUCHTEN 3 years ago

NUA when Company Stock was held in Unitized Fund Structure

By scott pulsifer 3 years ago

Roth 401k Rollover to Roth IRA early distribution

By Ralph Miller 3 years ago

Prohibited Transaction within Self-Directed IRA?

By Matthew Ottusch 3 years ago

Simple IRA Contribution

By IRAQuestion5 3 years ago

Post tax IRA Contributions

By John Harrington 3 years ago

Roth conversion and withdrawal

By Douglas Bauerband 3 years ago

SEP adoption

By Pamela Knudsen 3 years ago

IRA in a trust distribution

By John Rodenbo 3 years ago

RBD for 77 year old who retires December 31

By Howard Hook 3 years ago

Establishing an inherited IRA for a non-spouse beneficiary

By Julian Good 3 years ago

RMD Requirement

By IRAQuestion5 3 years ago

Inheriting a Roth IRA opened less than 5 years ago

By Danny Harlow 3 years ago

SECURE Act regs and minor beneficiary

By Sten Lindquist 3 years ago

NUA distribution via indirect transfer

By abraham boznick 3 years ago

“Same Property Rule”

By Tracy DeCrosta 3 years ago

IRA to simple as transfer or direct rollover (and not 60 day rollover)???

By Lisa Doherty 3 years ago

IRA to an Estate under SECURE Act

By Dennis D. Duffy 3 years ago