IRA Discussion Forum

Roth conversion during the year I reach 72

By Dan Clark 4 years ago

Traditional IRA with Estate as Beneficiary

By Samantha B 4 years ago

IRA inheritance disclaimed and reverted to estate so spouse of decedent can inherit

By william mcdavid 4 years ago

New York State and Local Retirement System (NYSLRS)

By Joel Frank 4 years ago

IRA Contribution dates & birthdays

By Janis Sleeter 4 years ago

10 yr rule – Secure Act and RMD requirements

By Jeanne Weaver 4 years ago

rmd reported incorrect by brokerage, after properly done in-kind rollover to employer 457b

By arun parikh 4 years ago

5 Year Aging Clock Starts?

By Donald Diotallevi 4 years ago

Minimum Required Distributions

By JOHN Chino 4 years ago

TSP for non-spouse beneficiary

By Cleve Gantt 4 years ago

Funding 2020 SEP IRA to the Max

By Todd Martin 4 years ago

Fees for Safe Harbor IRA with both Roth and traditional funds?

By Julie P 4 years ago

401k – Beneficiary IRA Rollover Trasnfer in Cash or in Kind

By Alon David 4 years ago

10 year rule

By Herbert N. Fishman 4 years ago

SImple IRA and Solo 401(k)

By Josh Harmon 4 years ago

Backdoor Roth – Contribution to TIRA after filed taxes

By Michael S 4 years ago

Secure Act 2.0

By NICHOLAS PUGLISI 4 years ago

Undo 401(k) rollover check made payable to Roth IRA?

By Jonathan Millican 4 years ago

Duplicating IRA Stretch After Secure Act

By NICHOLAS PUGLISI 4 years ago

Inherited IRA

By Herbert N. Fishman 4 years ago

401k conversion rollover put in Traditional IRA

By Michael Casey 4 years ago

RMD in year of retirement

By Pamela Prine 4 years ago

Solo 401(k) Employer Contribution to Roth Account?

By Erik Antener 4 years ago

After tax money into Roth

By Mary Gies 4 years ago

Tax Implication of converting a JTWROS account to Trust

By Krista McBeath 4 years ago