IRA Discussion Forum

72t sepp Ira plan busted. How to fix?

By James Long 5 months ago

529 to Roth Question

By John Boyle 5 months ago

Inadvertently Funded Solo 401K with Non-Deductible TIRA at Fidelity

By Aaron Kash 5 months ago

Annuity 1099 R

By Richard Brintrup 5 months ago

Establishing 401(k) to Access IRA via Loan

By Michael Porfido 5 months ago

Backdoor ROTH Conversion and Form 8606

By Curtis Meusel 5 months ago

SEP-IRA Excess Contribution?

By Don Burman 5 months ago

NUA 10% early withdraw penalty is on the cost basis or capital gain or both

By Jason Lee 5 months ago

Excess Roth Contribution for 2019 and 2022

By Ann Chavarria 5 months ago

Rmd Inherited Roth IRA

By D S 5 months ago

401k pre-tax distribusion with NUA portion’s cost basis messed up

By Jason Lee 5 months ago

Roth Individual/Solo 401(k) contributions

By Brandon Blanchard 5 months ago

Client turning 73 in 2024

By Kevin O'Hearn 5 months ago

60 day rollover

By Thomas Ferry 5 months ago

Deposited into Wrong IRA

By Michael Porfido 5 months ago

Controlled group & SIMPLE IRA issue

By Keith Kim 5 months ago

1099-NEC and Roth

By Kevin Kennedy 5 months ago

Traditional 401(k) to Roth IRA

By Robert Smith 5 months ago

Inherited IRA RMD question

By Travis Tsukayama 5 months ago

low income – can I max fund 401k and Roth IRA?

By Erik Jensen 5 months ago

SEP IRA Contribution

By Brandon Blanchard 5 months ago

SIMPLE IRA

By Denise Kovach 5 months ago

RMDs for 73-Year old in 2024

By Robert Maloney 5 months ago

Tax Planning for the 10 Year Rule on Inherited IRAs

By Daniel ONeill 5 months ago

NUA with QDRO

By Kimberly Fejzo 5 months ago