IRA Discussion Forum

401k in-plan Roth conversion

By Bobbie Flinchum 3 years ago

Our First RMD — Can we delay All or Part until April of 2023

By Jim Moran 3 years ago

Recharacterization of ROTH IRA to Reg IRA and then Roth Conversion

By Curtis Meusel 3 years ago

Charity’s IRA required info

By Cathy Bein 3 years ago

Closing SEP IRA

By JTG 3 years ago

Inherited Annuity Stretch Payments

By lawrence mauskapf 3 years ago

Non Spouse Inherited IRA

By Denise Kovach 3 years ago

Which RMD table to use

By Mindy Reineke 3 years ago

Tax Reporting Question

By Kevin O'Hearn 3 years ago

DB Pension Plan – Lump sum vs. Pension

By Tracy Hawbaker 3 years ago

Last RMD for Successor Owner

By Denise Sowell 3 years ago

72t and IRA transfers to new custodians

By Michael S 3 years ago

401k After-Tax Contribution Rollover to Roth IRA Problem

By David Dunn 3 years ago

Form 5329 – signitures

By J S 3 years ago

Forms along with 5329 listed on line 25k

By J S 3 years ago

Best practice for trust as beneficiary

By Terry Sammon 3 years ago

EDB – which Table I factor to use?

By Robert Vashko 3 years ago

EDB – which Table I factor to use?

By Robert Vashko 3 years ago

IRA Distribution delivered in 2021, counted as 2022

By Paul Hilling 3 years ago

excess roth ira contribution

By J S 3 years ago

Client is inheriting an inherited IRA from deceased brother

By Marc Schain 3 years ago

Beneficiary IRA Withdrawal

By James Arnold 3 years ago

Class Action Settlement for Shares in Traditional IRA

By Jane Gies 3 years ago

1 or 2 inherited IRAs

By Bob Keller 3 years ago

IRA

By Al Figliolia 3 years ago