IRA Discussion Forum

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

Non-Qualified Annuities Stretch

By David Mitchell 4 years ago

Grantor’s RMD where 10+ younger spouse is beneficiary of conduit trust

By david brictson 4 years ago

Yet another inherited IRA question!

By James Peach 4 years ago

Considering commencing IRA Conversions to Roth IRAs

By Bradley Bjerning 4 years ago

Spouse Moves Deceased Spouse IRA & 401k to an Inherited IRA. Can it later then Be Moved to Spouse’s OWN IRA?

By Steve Feiertag 4 years ago

SECURE act — Age of trust beneficiaries?

By Norman Cook 4 years ago

Payroll Deferrals not matching with form 5498

By Marina Ferrone 4 years ago

Creditor Protection of your IRA & ROTH IRA

By Jim Moran 4 years ago

Inherited Roth IRA

By Larry R. Awbrey 4 years ago

IRA in Probate

By Marina Ferrone 4 years ago