IRA Discussion Forum

Mistake made by WFA in a Roth conversion

By Carole Meitler 4 years ago

Combine Individual Non-Qualified Accounts to JTWROS or Not?

By John Michael Hall 4 years ago

Inherited IRA

By Matthew Morea 4 years ago

Ed Slott Webinar: To Convert or Not to Convert? How to Evaluate a 2021 Roth Conversion

By Michael Niedenfuehr 4 years ago

Inherited IRA where stretch payments were being taken

By Amanda M 4 years ago

Decedent’s RMD

By Robert Roselli 4 years ago

Roth Conversion – Solo 401k with Roth & After tax contribution

By Keith Kim 4 years ago

Federal Tax Calculator (proforma estimator)

By Joseph Bloe 4 years ago

IRA Annual Withholding Notice

By Kim Bradley 4 years ago

RMD from Deceased Spouse IRA

By Stuart Cameron 4 years ago

NUA for stock in 401k

By Douglas Bauerband 4 years ago

Retirement Asset Trust

By Robert Lipin 4 years ago

Solo 401k conversion to a Roth 401k

By Rick Feurino 4 years ago

Beneficiary of a beneficiary IRA using the new rules 2020

By Stevan Lyon 4 years ago

After-tax Account Balance rollover to a Roth IRA

By Robert Gibb 4 years ago

Roth IRA in an Athene annuity

By Diane Ouellette 4 years ago

IRA Beneficiary is a trust

By Scott Coenen 4 years ago

IRA Aggregation Rules

By Richard Ernst 4 years ago

New weird thing in Pub 590-B

By Robert Vashko 4 years ago

Roth IRA conversions in contemplation of shortened life expectancy

By Howard Hook 4 years ago

Make money visible (and usable) to executor

By J Alan Grubb 4 years ago

Inherited IRA Question with FIA’s

By Russ Grzywinski 4 years ago

Roth recharacterization

By Robert Roselli 4 years ago

backdoor roth conversion (timing of retirement) question

By Michael Neuenschwander 4 years ago

TSP secure act RMD

By Mike Sage 4 years ago