IRA Discussion Forum

IRA Transfer-Rollover Custodian to Private individual

By Brett Zandes 3 years ago

Traditional IRA contribution to SEP account

By Jonathan Sard 3 years ago

Estate Issue

By Maureen E. Birmingham 3 years ago

Solo 401k to isolate IRA basis

By John Merno 3 years ago

software to help factor all the variables to consider when converting an IRA to a Roth IRA

By Brad Atherton 3 years ago

Pre-RBD spouse dies. Survivor is over 72.

By Robert Vashko 3 years ago

Charitable Trust

By Rosa Shala 3 years ago

stretching non qualified annuity

By Don Warnke 3 years ago

Inherited IRA Eligible Designated Beneficiary

By Connie Horstkotte 3 years ago

expiration of back door and mega roth conversion

By Thomas Ferry 3 years ago

Timing of Spousal Rollover Adjusting RMD Calculation

By Baird Wealth Planning 3 years ago

after tax gains on 401K

By Larisa Kutac 3 years ago

after tax gains on 401K

By Larisa Kutac 3 years ago

5 year Roth Question (yes, another one)

By John Boyle 3 years ago

Rollover IRA Distribution

By Patrick Clark 3 years ago

Spousal Beneficiary IRA

By Robert Gibb 3 years ago

Simple Plans and ROTH 403b plans

By Vickie Intriago 3 years ago

Roth Conversion Question

By Brian Kuhn 3 years ago

IRA Owner RMD

By Mark Smallwood 3 years ago

ira owner died in 2020 after taking her RMD for that year (even though not required)

By mark daviau 3 years ago

Does Sequence Matter?

By IRAQuestion5 3 years ago

Basis Rolled into 401k

By IRAQuestion5 3 years ago

RMD penalty for spouse of deceased

By Keith Kenward 3 years ago

TSP Rollover to Wrong Account

By James Runey 3 years ago

Using NOLs to offset inherited IRA in year of death

By Joe Deere 3 years ago