IRA Discussion Forum

Excess ROTH IRA contribution in 2022

By Marc Schain 5 months ago

2023 Solo/Individual 401(k) Plan

By Brandon Blanchard 5 months ago

Eligible Designated Beneficiary? – Disabled in wheelchair since young age, but has a job?

By Jon Snyder 5 months ago

Withdrawal question

By Ken Setnar 5 months ago

Solo 401(k) for spousal owned business – maximum contributions limited by W-2 wages; proportional ER contributions

By Cassandra Lenfert 5 months ago

IRA Spouse beneficiary withdrawal rules different when 10+ year age difference

By Crash Davis 5 months ago

IRA beneficiary

By gautam shah 5 months ago

ROTH & Roth 401k & IRA combination contributions

By David Belk 5 months ago

RMD converted to Roth IRA

By Sten Lindquist 5 months ago

Backdoor Roth when Spouse has an existing SEP IRA

By Keith Kim 5 months ago

IRA annuity question

By Robert Roselli 5 months ago

5 year rule

By Steve Merdinger 5 months ago

IRA transfer to IRA Annuity

By Kevin O'Hearn 5 months ago

Roth Excess Contributions

By Gary Saddler 5 months ago

Roth conversion under 591/2

By Dora Wysocki 5 months ago

QCD over 70.5

By David Mitchell 5 months ago

1099 needed for moving a Roth?

By Patricia Giroux 5 months ago

QCD

By Joe Marchbein 5 months ago

Form 8606

By Patricia Giroux 5 months ago

Inherited IRA accounts with Minor Grandchildren as the non-spouse beneficiaries

By Julian Good 5 months ago

IRA

By gautam shah 5 months ago

IRA ASSETS AND LIFETIME EXEMPTION

By gautam shah 5 months ago

How to answer IRA Contribution questions on FreeTaxUSA

By Sandy Hobbler 5 months ago

Workplace retirement plan with zero employer match

By Whodiini 5 months ago

Two Retirement Plans

By Todd Kirsch 5 months ago