IRA Discussion Forum

Trust as beneficiary

By Amanda Minter 4 years ago

Roth 401K Distribution and 5 Year Rule

By Karen Elise Kilbride 4 years ago

Secure Act, Death of Spouse

By David Mitchell 4 years ago

Divide IRA into two, one for EDB one for non-EDB?

By Michael Cohn 4 years ago

Can Estate direct rollovers to inherited IRAs for Estate beneficiaries?

By John Peterson 4 years ago

Death of beneficiary shortly after TIRA owner dies

By John Peterson 4 years ago

Once-Per -Year IRA Rollover

By Tim Seiders 4 years ago

Structuring QCD’s in retirement

By Blue_Sky 4 years ago

Can a 60 day rollover be put back in 2 deposits in the same IRA?

By Jack Thomas 4 years ago

Non-Designated Beneficiary! What year is used for single life expectancy based?

By John Gingas 4 years ago

Year of death RMD possible after reregistration to Inherited IRA?

By Shannon Murphy 4 years ago

Inherited Roth Ira – RMD’s and SECURES 10 Year Rule

By Robert Zalokar 4 years ago

Payback of 401(k) Loan

By Dustin Weaver 4 years ago

Inherited IRA, with estate as beneficiary. All heirs are nonresident aliens (NRAs).

By Rick Riggers 4 years ago

Distribution/Liquidation Forms to Reregister an Inherited IRA? Also What if there are multiple IRA’, some spouse, some not.

By Shannon Murphy 4 years ago

UBTI and Roth conversion – double taxed?

By Michael Neuenschwander 4 years ago

PONZI SCHEME

By Sandy Magid 4 years ago

QDRO as “alimony”

By Robert Vashko 4 years ago

Inherited IRA Titled in a Trust

By RALEIGH KRAFT 4 years ago

60 day rule

By Thomas Bradley 4 years ago

CONVERSION TO ROTH UNDER THE TEN YEAR RULE

By MICHAEL DOHRING 4 years ago

No RMD at age 72? Deceased spouse was younger

By Joe Hollen 4 years ago

Roth Conversion – IRA or 401(k) first?

By Elisabeth Wang 4 years ago

SIMPLE Plan enrollment period for Full Eligibility option

By Wendy Mommaerts 4 years ago

After Tax Contribution to Company’s 401k Plan

By Brian Devers 4 years ago