IRA Discussion Forum

Simple IRA eligibility

By Michael S 4 years ago

Misc, Deducibility for Roth and TIRA Expenses

By Scott Carbaugh 4 years ago

Inheriting a Self-Directed IRA real estate investment

By Ron Farris 4 years ago

First RMDs from different Retirement Plans and timing of QCDs

By Florina Chuy 4 years ago

Inherited 401K – estate/trust

By John Quidt 4 years ago

Calculation of earnings for excess Roth contribution

By Brian Murphy 4 years ago

5-yr Roth rule

By Guy Johnson 4 years ago

Simple IRA and Pro Rata Rule for a business owner

By Melissa Leathers 4 years ago

Simple IRA

By Robert Roselli 4 years ago

QPlan termination and NUA

By Mhotchkiss 4 years ago

Backdoor Roth for kids?

By Alan Myers 4 years ago

IRA left with no named beneficiary

By Ryan Shenk 4 years ago

IRA – Estate as Beneficiary

By Jan Cole 4 years ago

Roth rolled to Regular IRA

By Janice Roberts 4 years ago

Qualified Annuity Death Benefit

By Edward Alferoff 4 years ago

NUA step up basis at date of death

By Gil Shifrin 4 years ago

72(t) Stub Year

By Eric Fuhrman 4 years ago

ESOP Diversification & NUA

By Wade Wallace 4 years ago

Life insurance with LTC riders

By Carol Allis 4 years ago

Successor beneficiary IRA and Secure Act

By John Bauman 4 years ago

Reversing a rollover from an IRA to a solo 401k

By Wei Wang 4 years ago

Mother inherits son’s qualified plan

By Gerard Stellwagen 4 years ago

RMD

By Larisa Kutac 4 years ago

Covid distribution of $100k from SEP IRA to new safe harbor 401k

By B Smith 4 years ago

Estate as IRA beneficiary

By ShipsnGiggles 4 years ago