IRA Discussion Forum

Current year contribution

By Matthew Morea 6 months ago

Can the earnings on a Roth 457(b) plan that has not been in existence for 5 years be rolled over to a Roth IRA tax free?

By MB 6 months ago

Partial Roth Conversions and 5-year Rule – conflicting answers from custodians

By Jeff Woodard 6 months ago

Post 2020 Inherited IRA RMD Clarification (subtract 1 from single life table confusion)

By Steven Stern 6 months ago

Naming Trusts as IRA Beneficiaries

By Patricia Giroux 6 months ago

Nondeductible IRA contributions

By Isaac Reitberger 6 months ago

Sep IRA Account Funded from a personal Joint account

By adam spence 6 months ago

SEPP from 401(k)

By Sten Lindquist 6 months ago

IRA

By gautam SHAH 6 months ago

RMD’s for deceased client

By Fred Cornelius 6 months ago

Gift contribution to 529 limits and transfers

By Whodiini 6 months ago

Roth Conversion Tax Payment

By John Boyle 6 months ago

Required Beginning Date (RBD)

By Ron Corcoran 6 months ago

Missed K1 from previous year

By James Long 6 months ago

Using RMD distribution to pay income tax

By Gary Robbins 6 months ago

Withdrawal from 403(b) to pay for school

By Whodiini 6 months ago

EXCESS NON DEDUCTIBLE TIRA CONTRIBUTION ON FORM 8606

By CT 6 months ago

IRA/SEP

By IRAQuestion5 6 months ago

Inservice Distribution & RMD

By Amanda M 6 months ago

Tax Implications of a Roth in RFT

By Ed Ricketts 6 months ago

SEP IRA

By Denise Sowell 6 months ago

se

By Denise Sowell 6 months ago

How are 401k Company Stock Cash Dividends Taxed?

By Joseph Schwarz 6 months ago

QCDs and Deductible IRA Contributions

By brcwm 6 months ago

inherited Roth IRA

By Thomas Ferry 6 months ago