IRA Discussion Forum

First year’s RMD spread over two calendar years and a Roth conversion

By Christopher Combs 4 months ago

IRA transfer ” Like Kind Exchange”

By Frank Dogger 4 months ago

Election allowing spouse as beneficiary to use Uniform table

By Sarah Murphy 4 months ago

Duplicate Post – Delete

By Alan - IRA critic 4 months ago

IRS Delays RMD Regs effective date yet again – to 2026

By Alan - IRA critic 4 months ago

SETTLEMENT PAYMENT FOR IRA LOSSES: CAN THEY BE PUT INTO AN IRA TO AVOID TAXATION?

By BRADY SCHMIDT 4 months ago

401k Distribution Rules

By Kevin O'Hearn 4 months ago

Roth Conversion/Contribution Question

By John Boyle 4 months ago

QDRO Payment made to a child during divorce

By Andrew Katz-Moses 4 months ago

Is IRA reportable in fiscal year received or in the calendar year the 1099 is issued?

By Ronda Gardner 4 months ago

Indirect 401(k) rollover to Roth

By Ryan Smith 4 months ago

Distributions from a Roth IRA with multiple conversions

By Gordon Hands 4 months ago

Missed RMD Question

By Kevin O'Hearn 4 months ago

Are all minor beneficiaries EDBs?

By Kevin Kennedy 4 months ago

IRA Conversion to Roth

By Thomas Catto 4 months ago

See thru Trust RMD Calculations

By MIKE KRUCHTEN 4 months ago

See thru Trust as IRA Beneficiary

By MIKE KRUCHTEN 4 months ago

Year of Death RMD EXTENSION

By MIKE KRUCHTEN 4 months ago

Roth Conversion from INH Spousal IRA

By Paul Staib 4 months ago

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