IRA Discussion Forum

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

Uniform Lifetime Table for 72(t) RMD method

By Robert Vashko 4 years ago

72(t) – SEPP & SSDI

By Drew Alexander 4 years ago

Estate as beneficiary

By Tyler Current 4 years ago

One Year IRA Rollover Question

By Ryan Freberg 4 years ago

Inherited ROth IRA

By Matthew Morea 4 years ago

IRA RMD from deceased in 2021

By Douglas Bauerband 4 years ago

Net unrealized appreciation scenario

By Douglas Bauerband 4 years ago

10 yr rule and missed rmd by deceased

By Amanda Minter 4 years ago