IRA Discussion Forum

Rules of 457 plans

By Geoffrey Kasher 4 years ago

Can a QCD ever be in-kind?

By Robert Vashko 4 years ago

IRA Beneficiary

By BruceM 4 years ago

Can my bank do this?

By Leo Ioffe 4 years ago

Inherited IRA / Trust is named beneficiary

By Francis Gordon 4 years ago

Inherited Inherited IRA

By IRAQuestion5 4 years ago

401k Transfer Inherited IRA

By Alon David 4 years ago

Age for 72 to start RMD’s

By Janis Sleeter 4 years ago

QCD’s from Beneficiary IRA’s

By Janis Sleeter 4 years ago

IRA with no beneficiary paid to decedent/spouse joint bank account then spouse rolled over IRA to an individual IRA

By DIANE WELLS 4 years ago

removal of 2020 Excess Roth contribution and earnings, owner deceased and account transferred to wife

By Brian Murphy 4 years ago

Excess Roth contributions 2020 recharacterized in 2021 how to report

By B Smith 4 years ago

401(k) to Roth IRA Conversion Deadlines

By Bill Leonard 4 years ago

2013 Converstion from Roth to Traditional Following 2010 Conversion from Traditional to Roth: Missed Tax Deduction?

By Charles Allen 4 years ago

Nystate tax exemption

By Herbert N. Fishman 4 years ago

Nystate tax exemption

By Herbert N. Fishman 4 years ago

Single participant Plans liability protections?

By craig kelley 4 years ago

Death of IRA owner no beneficiaries listed

By Howard Hook 4 years ago

ETrade Beneficiary IRA/Inherited IRA

By Alon David 4 years ago

Bank neglected to convert to Roth.

By Thomas Hand 4 years ago

Revocable Trust – Annuity

By Scott O'Connell 4 years ago

RMDS

By Herbert N. Fishman 4 years ago

NonQ Annuity

By Zachariah Hammel 4 years ago

Bank neglected to convert to RothIRA.

By Thomas Hand 4 years ago

Bene 401k & Bene IRA Question

By Andy Reynolds 4 years ago