IRA Discussion Forum

After Tax 401(k) contributions – Can be made early in year?

By Mary K. Dean 3 years ago

Overfunded 403b

By Kevin O'Hearn 3 years ago

Tax Triggered on 401k In-Plan Roth Conversion?

By David Dunn 3 years ago

SS flipping from bene to spousal assumption

By Robert Vashko 3 years ago

QLAC

By Bert Cooper 3 years ago

NUA

By ShipsnGiggles 3 years ago

Deadline for Contributions

By IRAQuestion5 3 years ago

Returning an In-Kind Roth IRA Distribution

By Eric MacCollum 3 years ago

RMD / Roth Conversion Sequence

By Undocumented Newcomer 3 years ago

Two IRA indirect rollovers within 365 days

By Hans Kasper 3 years ago

Annuity to IRA

By Steven Zonnevylle 3 years ago

When the IRA beneficiary is an Estate beneficiary is another estate?

By Jim McHale 3 years ago

Two IRA accounts at same brokerage

By CARROLL WILLIAMS 3 years ago

Can U.S. Savings I-Bonds be held in a Roth IRA?

By Bill Briner 3 years ago

net sale will be around $800K. The capital gains will be around $280K

By Douglas Bauerband 3 years ago

HSA Rollover

By Kevin O'Hearn 3 years ago

NUA (AFTER) an in-service distribution

By Richard Fritts 3 years ago

Disclaimer and Spousal Rollover

By James Guckenberg 3 years ago

Federal TSP is apparently still using the old life expectancy tables for determining 2022 RMDs

By David Mertz 3 years ago

RMD Timing

By IRAQuestion5 3 years ago

Spousal disclaimer and rollover

By James Guckenberg 3 years ago

Disclaiming IRA from Parents to pass on to Grandchild

By Vickie Intriago 3 years ago

NUA on Merger Stock specifically, the Oracle purchase of Cerner.

By Doug Reed 3 years ago

1099-R Says after-tax transfer to Roth is Taxable

By Mike Hunt 3 years ago

In Service Distribution PreTax / After Tax IRS Notice 2014-54

By David Berdow 3 years ago