IRA Discussion Forum

Using a 401K to do Roth conversions of non-deductible Traditional IRA contributions to minimize tax on prorated earnings

By Richard Rodrigues 3 years ago

Roth IRA Excess Contribution Correction Multiple Years

By Andrew Porro 3 years ago

Coved distribution tax payments

By Marc Schain 3 years ago

NUA 401k Distribution tax rules

By David Childs 3 years ago

60 Day 401k Rollover to multiple IRAs

By David Childs 3 years ago

rmd

By james plumlee 3 years ago

Inheriting Roth IRA where Rev Trust is Beneficiary

By calrose 3 years ago

Non Spouse Inherited IRA

By Mel Langer 3 years ago

RMD for Year of Death

By Joseph Brennan 3 years ago

Inherited IRA RMDs and RBD

By Kevin Dempsey 3 years ago

10 Year Rule RMDs In Years 1-9 Under New Proposed Regulations

By James Guckenberg 3 years ago

1099-R distribution code 8 roll to a Roth?

By Randy Wagner 3 years ago

TSP taxation in NYS

By raymond kregor 3 years ago

non qualified inherited annuity

By Don Warnke 3 years ago

IRA contribution deductibility

By JTG 3 years ago

Over age 70 IRA deduction for CALIF

By Joy Soulier 3 years ago

New employee / existing SIMPLE plan

By Wendy Mommaerts 3 years ago

Roth RMDs

By Bob Foland 3 years ago

Early TIAA distribution

By JEFFREY MACK 3 years ago

Inherited IRA RMD during 10 years

By David Garrison 3 years ago

5yr deferral contracts

By Douglas Bauerband 3 years ago

In-service Distribution of After-Tax Contributions

By brcwm 3 years ago

IRA Owner Deceased Just Prior to RMD

By Brian Kuhn 3 years ago

IRA Distribution Estate, Deceased tax return or Beneficiary tax return

By scott seamon 3 years ago

SEP IRA contribution to a Trad IRA

By MIKE KRUCHTEN 3 years ago