IRA Discussion Forum

Best practices when shutting down 72(t) distributions

By Jack Thomas 4 years ago

withdrawn

By Pat Chesp 4 years ago

Basis Step up

By John Schwarz 4 years ago

Can Estate Pay Income Taxes Directly for 401K Lump Sum Distribution rather than passing to unnamed beneficiaries to pay tax

By Jim Curham 4 years ago

Can I REALLY donate $100,000 from my IRA in 2021 (fully tax free) via the CARES Act at age 61??

By Rob Layman 4 years ago

Surviving Spouse Taking RMDs in an inherited IRA

By Katie Cottom-McMillan 4 years ago

QTIP Trust

By Stuart Cameron 4 years ago

Self Directed IRA

By Helen Adamian 4 years ago

Beneficiary for IRA accounts

By Ron Retzke 4 years ago

5 Year rule

By Anthony Romano 4 years ago

Roth Conversion

By Larisa Kutac 4 years ago

2020 5500EZ Reporting contribution to Solo 401K and CARES ACT (returned 2020 RMD to 401K Solo then deposited in ROTH)

By Alice Zab 4 years ago

New LE tables and BIRA’s

By Michael Eastham 4 years ago

Spread Roth Conversion or Do It All At Once?

By Joseph Bloe 4 years ago

NUA software

By Elizabeth King 4 years ago

Rollover of Distribution from ROTH IRA

By Tommy Thompson 4 years ago

Roth Conversions

By Diane Maroukian 4 years ago

RMD

By gautam SHAH 4 years ago

Self Directed Clawback

By Helen Adamian 4 years ago

RMDs and SPIA IRAs?

By Jerome Pasichow 4 years ago

Roth IRAs and 5 year rule

By Howard Patterson 4 years ago

Cost-Basis in IRA ?

By RonC 4 years ago

IRA bank clerical error they refuse to correct

By Bill Watson 4 years ago

client died-moving assets to spouse IRA questions

By John Foster 4 years ago

IRA/401K Beneficiary Titling for Contingent Beneficiaries that are Minors

By Steven Galluzzo 4 years ago