IRA Discussion Forum

EDB Next Named Beneficiary

By Ryan Smith 3 years ago

QCD following partial RMD

By Patrice Kramm 3 years ago

New 72(t) Calculator

By Josh Harmon 3 years ago

2020 and 2021 excess contribution

By joe taxpayer 3 years ago

Employee vs. contractor (consultant)

By learner 3 years ago

Inherited IRA to an accumulation trust for benefit of children (now minors) – when does the high trust tax rates kick in?

By Hi10Lo5 3 years ago

IRA left to beneficiary’s living trust

By Robert Vashko 3 years ago

Form 1099 coding on pre-tax 401k to Roth IRA

By Christopher Combs 3 years ago

NATO Ottawa Agreement income

By Mhotchkiss 3 years ago

commodity wages

By john sklenar 3 years ago

Contributed to IRA 6k but found out that I am not getting Tax benefit

By srinath veb 3 years ago

SECURE Act proposed rules for successor beneficiaries

By BruceM 3 years ago

Inadvertent RMD rollover by a spouse beneficiary

By David Mertz 3 years ago

recharacterize to inherited IRA an IRA that was inherited but characterized as regular IRA

By Sara Davis 3 years ago

SEP IRA and Traditional IRA contributions

By Amanda Minter 3 years ago

First RMD on 403B Church Plan- Client Retired at Age 74 in 2021

By Joseph Schwarz 3 years ago

non direct rollover

By steve jackson 3 years ago

non direct rollover

By steve jackson 3 years ago

RMD for Inherited IRAs

By Patricia Giroux 3 years ago

Disallowed Roth contributions

By Sten Lindquist 3 years ago

NQ transfer to spouse

By Douglas Bauerband 3 years ago

10% Penalty Question

By Hunter Hudgins 3 years ago

401k and SEP Contributions in the same tax year

By ANTHONY ORLANDO 3 years ago

Defaulted 401K loan when I was laid off in 2020. Am I out of luck for a NUA?

By John Warren 3 years ago

Age 55+ Separation From Service Exception to 10% Penalty

By Brandon Blanchard 3 years ago