IRA Discussion Forum

Spouse Inherited 401(k) – Custodian used Joint/Survivor Table to calculate RMD, but spouse is not 10 years younger

By Lori Goeckler 3 years ago

Deadline

By IRAQuestion5 3 years ago

Update on QLACs?

By NewYork35 3 years ago

Purchase Date for Stocks Moved from IRA to Brokerage

By Richard Stever 3 years ago

Backdoor Roth for 2022

By Jeffery Acheson 3 years ago

little confused on the RMD inherited IRA tables

By Douglas Bauerband 3 years ago

Direct IRA Transfer then subsequent partial rollover

By Jeffery Acheson 3 years ago

Missed IRA RMD for 2021 If I am over 72 did I have until April to do This?

By James MARISCHEN 3 years ago

72 T- Fixed Annuitization Method

By Tom Gargiulo 3 years ago

Does an RMD count as “earned income” for purposes of Roth contributions?

By Robert Vashko 3 years ago

Traditional IRA contribution disallowing inherited IRA QCD?

By Christopher Combs 3 years ago

Is it too late to recharacterize some of a 2020 deductible TIRA as either a RIRA or a nondeductible TIRA for tax year 2020?

By fairira 3 years ago

over funded Roth IRA

By Douglas Bauerband 3 years ago

URGENT: Can a Roth conversion now still count as 2021 taxable income?

By fairira 3 years ago

IRA Beneficiary is a conduit trust

By Robert Wright 3 years ago

Year-Of-Death RMD With Multiple Beneficiaries – Post RBD

By James Guckenberg 3 years ago

72(t)

By ShipsnGiggles 3 years ago

Question on SECURE’s proposed regs re: At Least As Rapidly

By Robert Vashko 3 years ago

Accidental IRA Distribution

By IRAQuestion5 3 years ago

Inherited IRA for Non Spouse Beneficiary

By Laura Davitt 3 years ago

allocation of Roth contributions for couple exceeding income limit

By Jean Fullerton 3 years ago

401k to Roth IRA rollover

By ShipsnGiggles 3 years ago

403(b) Loan – Options at Death

By brcwm 3 years ago

Think I’ve messed up badly…missed RMDs from years ago

By taxhelp22 3 years ago

Simple IRA contribution for self employed

By alberto vega 3 years ago