IRA Discussion Forum

I.R.A. beneficiaries for minors

By Frank Dogger 4 years ago

A minor owned Roth IRA

By Kevin O'Hearn 4 years ago

Can you take an in-service distribution from a 401(k) that already has a loan?

By Robert Witt 4 years ago

In Service Withdrawal of After tax 401k

By Howard Hook 4 years ago

HCE Rollover Roth 401k to Roth IRA excess contribution/corrective distribution

By Jeffrey Wirth 4 years ago

2020 tax year direct rollover checks deposited in 2021

By Mike stanford 4 years ago

Inherited Roth IRA by spouse

By Steve Ross 4 years ago

Late Roth Conversion

By Paul McGillivray 4 years ago

Spousal rollover

By Joy Soulier 4 years ago

After Tax Contributions transferred to TIRA by formeremployer pension plan

By Jennifer Koser 4 years ago

Roth deadline

By Robert Roselli 4 years ago

What Year is SEP Deducted?

By IRAQuestion5 4 years ago

After Tax Transaction Reported Incorrect on 1099?

By IRAQuestion5 4 years ago

QCD

By Brian Smith 4 years ago

Rollover reporting of both pre-tax and post-tax on 1040

By Mahmood Malik 4 years ago

IRA AND ROTH IRA

By gautam SHAH 4 years ago

SEP IRA Excess contribution

By charles Lin 4 years ago

ROTH IRA

By gautam SHAH 4 years ago

IRA beneficiary didn’t act for over 10 years

By Robert Witt 4 years ago

Traditional IRA & Roth IRA Transfer of Funds

By Jed Stander 4 years ago

REIT dividends counting towards RMD?

By Douglas Bauerband 4 years ago

Figuring Average Cost Basis

By Daniel Lavoie 4 years ago

Inherited IRA w/ multiple beneficiaries

By Allen Gage 4 years ago

RMD to fund a life policy is a tax free distribution?

By Chris Risher 4 years ago

Revocable Living Trust as beneficiary

By Amanda Minter 4 years ago