IRA Discussion Forum

Inheriting mothers IRA – 2 beneficiaries @50/50 (but it shouldn’t be!)

By Monica Adams 3 years ago

QCDs over and above your RMDs

By Florina Chuy 3 years ago

IRA

By gautam SHAH 3 years ago

Rollover of IRA annuity with estate as beneficiary

By Daniel Peng 3 years ago

Rollover IRA conversion/ withholding strategy?

By Arthur Foreman 3 years ago

401k rollover of tax-paid balance for company stock

By Judy Wagner 3 years ago

Bene IRA Question

By Gregg Guiol 3 years ago

multiple IRAs with one immediate

By Jeffrey Evans 3 years ago

Pension rollover and RMD

By Daryl Phillips 3 years ago

Rule of 55 Rollover to a Roth IRA

By Beth Alwin 3 years ago

Can a younger spouse use the new 10-year payout RMD rule initially for inherited IRA and then switch to her own IRA at age 59 /1

By John Gingas 3 years ago

CLIENT WITH TWO COMPANIES SEP IRA

By Douglas Bauerband 3 years ago

Inherited IRA

By john gerard 3 years ago

Trustee authority for designated IRA

By Chris Bury 3 years ago

RMD

By Sheila Kiniry 3 years ago

Form 8606 Basis

By Rob Schreck 3 years ago

CAN IRA DIRECTLY CONTRIBUTED TO CHARITABLE LEAD TRUST?

By gautam shah 3 years ago

Trust as IRA Beneficiary

By Daniel Callow 3 years ago

Inherited Spousal IRA

By Joseph Whitty 3 years ago

Back door roth

By Geoffrey Kasher 3 years ago

Beneficiary Roth IRA

By George Weingartner 3 years ago

Does an IRA Rollover (with no other income) require that a tax return be filed?

By Steve Hengehold 3 years ago

pros and cons of IRA designating TRUST as beneficiary. what happens to spouse does she need to waive first?

By gautam SHAH 3 years ago

Does per stirpes of a primary beneficiary override the contingent beneficiary?

By Jack Thomas 3 years ago

Inheriting a post Secure ACT Inherited IRA

By Richard Plant 3 years ago