IRA Discussion Forum

Basis of NUA Stock

By Phil Walker 3 years ago

Timing of Income Earned in 2021 & Paid in 2022 – Which year does it count for IRA-purposes?

By Goof Ball 3 years ago

Can a spouse rollover a tIRA of deceased spouse directly to Roth IRA?

By Joe Deere 3 years ago

Beneficiary IRA- tax withhold/taxable transfer?

By Alon David 3 years ago

Simple IRA employer contribution

By alberto vega 3 years ago

In service withdrawal

By Robert Roselli 3 years ago

401K RMD

By Robert Roselli 3 years ago

Dupliate

By Dan Zaehring 3 years ago

Calculating self employed income for maximum IRA contribution

By Dan Zaehring 3 years ago

RMD on Inherited IRA for minor

By Joe Morgan 3 years ago

IRA Rollover of Deceased Client

By ANTHONY ORLANDO 3 years ago

QCDs from Inherited IRAs

By Bruce Frisbie 3 years ago

What will happen to my SEP…

By Melissa Hess 3 years ago

Timing of IRA Basis Isolation

By IRAQuestion5 3 years ago

Inherited IRA RMD

By alberto vega 3 years ago

Turning Age 72 on December 26, 2021

By Vickie Intriago 3 years ago

Contribution Code to use for an IRA investment?

By Steve Benjamin 3 years ago

In-Service NUA withdrawals…

By Les Watson 3 years ago

Confirmation of 5 year rule for conversion of rollover IRA to Roth IRA, again

By Johannes de Rie 3 years ago

Is a 2021 RMD required for a 2020 deceased person?

By Rob 3 years ago

RMD calc off the Jt table -spouse more than 10yrs younger

By Wendy Mommaerts 3 years ago

Roth contributions

By Dean Sotirakopoulos 3 years ago

Tax Withheld on ROTH Conversion for client under 59/12

By Christopher Leeper 3 years ago

Simple IRA

By Jim De Kruif 3 years ago

8606 End of Year IRA Value

By IRAQuestion5 3 years ago