IRA Discussion Forum

spousal beneficiary

By Richard Stumpf 4 years ago

Wrong amount to IRA-BDA

By Jeff Gaeth 4 years ago

Billing TIRA for 401(k) Management

By Mark Smith 4 years ago

Can a special needs trust, named as a beneficiary for an inherited IRA, be disclaimed?

By John L. 4 years ago

SEP or ROTH 401K for self employed

By Jason Chan 4 years ago

Capital Gains tax proposed by the Administration on Gifts and at Death

By John Schwarz 4 years ago

Qualified Single Premium Income Annuity Annuitized

By Donald Diotallevi 4 years ago

Timing partial IRA Roth conversions

By Jim Tonchick 4 years ago

Inherited IRA with four sisters (RMD)

By Douglas Bauerband 4 years ago

2020 Roth IRA Contribution

By Brandon Blanchard 4 years ago

Fixing past 11 years of mistakenly contributing to a tIRA with no claimed deductions (assumed ROTH IRA)

By Ken Knows 4 years ago

Special needs child that is collecting SSDI

By Zachariah Hammel 4 years ago

Consolidation of SIMPLE/SEP/IRA

By John Michael Hall 4 years ago

Planning Alternatives for Large IRA Owners

By Jay P. 4 years ago

Prorata Rules with a Mega Backdoor Roth

By Barbara Ray 4 years ago

AZ high earner tax surcharge messes up roth conversion plan

By Blue_Sky 4 years ago

401k rollover to IRA at age 72; RMD?…

By David Demeuse 4 years ago

NUA with after tax contributions

By Renee Grey 4 years ago

Pros/Cons of a Roth IRA Conversion to a Variable Annuity vs. Variable Universal Life Insurance

By Chris Fowler 4 years ago

403b ROTH – are tax rules different?

By Vickie Intriago 4 years ago

backdoor IRA stock transfer

By abraham boznick 4 years ago

Roth conversion timing when just moving shares between accounts?

By Jean Thoensen 4 years ago

Disclaiming a Traditional IRA Which has Per Stirpes

By Christianne Yung 4 years ago

Using a 72T to pay premiums

By Lawrence Chalson 4 years ago

75 y/o 403b roll over

By Robert Liggero 4 years ago