IRA Discussion Forum

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

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