IRA Discussion Forum

RMDs from TSA

By Marvin Rauchbach 4 years ago

SIMPLE IRA – Company sponsored plan

By Patricia Monat 4 years ago

RMD eligible for 60 day indirect rollover?

By Travis Tsukayama 4 years ago

RMD sent to church but only 1 1099

By Douglas Bauerband 4 years ago

Trust as IRA Beneficiary

By Arek Puzia 4 years ago

Meeting with Advisor to plan Roth Conversions and understanding how to allocate portfolios

By Ethan Rider 4 years ago

Inherited Roth IRA

By Stephen Hodson 4 years ago

Indirect Rollover

By Dean Duncan 4 years ago

401K Roll Over to IRA

By Nelie Cruz 4 years ago

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