IRA Discussion Forum

Would the YEAR-END ESTIMATED TAX “LIFE HACK” Apply to State Estimated Tax also?

By Jimmy Ho 3 years ago

A minor grandchild inherits my IRA but Living Trust states they will get it at age 21, 25 and 30. Does the 10 year rule negate

By Leo Hernandez 3 years ago

Recent 401(k) Pre-Tax Distribution to Roth IRA

By Bradley Bjerning 3 years ago

Start simple ira and then withdrawal

By Douglas Bauerband 3 years ago

Year of Death RMD

By Scott Searles 3 years ago

If a pre-RBD IRA owner dies; does the age 72 beneficiary have to take an RMD if they rollover the assets to their own IRA?

By John Gingas 3 years ago

Trust as IRA Beneficiary/ Creation of Separate IRA-BDA’s

By Michael Kordas 3 years ago

Use RMDs to buy insurance policy

By Tom Grandys 3 years ago

Foreign Persons and Retirement Accounts

By brcwm 3 years ago

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