IRA Discussion Forum

Inherited RMD Life Expectancy factor: Looked up each year, or looked up once and then subtract 1 each year?

By aldem 3 years ago

Inherited 403(b), death 2020, gov’t plan per 414(d), splits to some beneficiaries in 2021. Who/how is their 2021 RMD calculated?

By aldem 3 years ago

ROTH Conversions and BAck Door ROTH

By Vickie Intriago 3 years ago

Tax exempt rollover

By Josh Harmon 3 years ago

Rollover IRA

By Jonathan Sard 3 years ago

2022 Uniform Lifetime Table

By Janis Sleeter 3 years ago

Basis of NUA Stock

By Phil Walker 3 years ago

Timing of Income Earned in 2021 & Paid in 2022 – Which year does it count for IRA-purposes?

By Goof Ball 3 years ago

Can a spouse rollover a tIRA of deceased spouse directly to Roth IRA?

By Joe Deere 3 years ago

Beneficiary IRA- tax withhold/taxable transfer?

By Alon David 3 years ago

Simple IRA employer contribution

By alberto vega 3 years ago

In service withdrawal

By Robert Roselli 3 years ago

401K RMD

By Robert Roselli 3 years ago

Dupliate

By Dan Zaehring 3 years ago

Calculating self employed income for maximum IRA contribution

By Dan Zaehring 3 years ago

RMD on Inherited IRA for minor

By Joe Morgan 3 years ago

IRA Rollover of Deceased Client

By ANTHONY ORLANDO 3 years ago

QCDs from Inherited IRAs

By Bruce Frisbie 3 years ago

What will happen to my SEP…

By Melissa Hess 3 years ago

Timing of IRA Basis Isolation

By IRAQuestion5 3 years ago

Inherited IRA RMD

By alberto vega 3 years ago

Turning Age 72 on December 26, 2021

By Vickie Intriago 3 years ago

Contribution Code to use for an IRA investment?

By Steve Benjamin 3 years ago

In-Service NUA withdrawals…

By Les Watson 3 years ago

Confirmation of 5 year rule for conversion of rollover IRA to Roth IRA, again

By Johannes de Rie 3 years ago