IRA Discussion Forum

Variable Annuity in an IRA conversion to a Roth IRA

By John Foster 4 months ago

QCD and State Tax Credit

By Tracy Hawbaker 4 months ago

Implications of combining Traditional IRA and Rollover IRA

By Pamela Poker-Meichtry 4 months ago

Advisor Fees

By Corey 4 months ago

Excess 401(K) Contribution

By Marina Ferrone 4 months ago

Tax return completion if execute Roth and Traditional 401k rollover to Roth IRA

By Pamela Poker-Meichtry 4 months ago

Inherited IRA RMD rules for an obscure situation

By mike vecchia 4 months ago

Disclaiming a 401 (K)

By Peter Hall 4 months ago

spouse as successor beneficiary of ROTH IRA

By rosalyn malin 4 months ago

Funding QLAC

By Chung-Chu Hsieh 4 months ago

70 1/2 QCD limit since no RMD until 73

By Douglas Bauerband 4 months ago

Roth conversion and inheritance

By Nandani Original 4 months ago

SIMPLE Plan – Small Employer – Plan Origination Date

By Barry Dreayer 4 months ago

Same Company – Multiple Retirement Plan Conflicts Simple IRA

By Matt Mason 4 months ago

QCD / RMD

By David Bunin 4 months ago

Gary Sonnenburg Tax

By Gary Sonnenburg 4 months ago

Non-Deductible IRA Contribution – SE Income Question

By Greg Whicker 4 months ago

Proper Title of Spousal Inherited IRA

By Peter Tobin 4 months ago

Spouse Inherited IRA’s

By Peter Tobin 4 months ago

Roth Conversion for Spouses

By Matthew Ottusch 4 months ago

Inherited IRA

By Anthony Perrone 4 months ago

Trust inherits IRA

By Chris Fletcher 4 months ago

Naming a Trust as IRA beneficiary

By BruceM 4 months ago

When to “empty out” the Rollover IRA for future NQ IRA contribs and back door conversion

By David Bregger 4 months ago

IRA conversion to Roth time line

By Douglas Bauerband 4 months ago