IRA Discussion Forum

Draft 2022 rules for Roth Conversion from Traditional IRA with After-tax and Pre-tax Money?

By Mark Anderson 3 years ago

IRA Distribution

By David Fontaine 3 years ago

401(k) plan with trust beneficiary; not rolled over into IRA

By Patti Wells 3 years ago

TIRA to Roth Five Year Rule

By David Heuring 3 years ago

Total allowed contributions to retirement account

By St Watson 3 years ago

To Roth convert or not to Roth Convert

By John Schwarz 3 years ago

Extended Probate (almost 2 years after death) due to COVID. What date does the 5 year clock for required distribution start?

By Peggy Fisher 3 years ago

Missed filing Form 8606 for previous years

By St Watson 3 years ago

Spouse beneficiary CD IRA

By Marianne CHOPP 3 years ago

Non-Qualified Roth IRA Distribution

By Michael Frontera 3 years ago

Roth Question

By Kevin O'Hearn 3 years ago

Inherited Spousal IRA

By Jim Frye 3 years ago

Settlement Options

By Jonathan WERNER 3 years ago

Spousal inherited IRA

By Stephen Hodson 3 years ago

Inherited IRA issues

By Henry Chan 3 years ago

Inherited IRA- RMD

By Larisa Kutac 3 years ago

Successor Beneficary to Inherited IRA – Distributions not taken

By Karol Quiring 3 years ago

Qualified trust with SS EDB bene

By Robert Vashko 3 years ago

New Beneficiary IRA Rule Enforcement

By Brian Kuhn 3 years ago

SIMPLE Plan – Rehire of an employee

By Wendy Mommaerts 3 years ago

RMDs as a result of a QDRO?

By Vickie Intriago 3 years ago

Pro-rata rule for mid-year rollover

By Olivia Loomis 3 years ago

RMDs for non-spouse, non EDB

By Marvin Rauchbach 3 years ago

Second Spouse/Use of IRA during Surviving Spouse’s Lifetime and then to Deceased IRA Owner’s Daughters (not of marriage)

By Julie Rivers 3 years ago

Back Door Roth Confusion

By Ryan Smith 3 years ago