IRA Discussion Forum

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

72T and retired leo

By Steven Carr 4 years ago

Excess Roth IRA Contribution in Prior Years

By Eric Wang 4 years ago

RMDs

By Thomas Ferry 4 years ago

Did I contribute too much to SEP IRA in 2020?

By zhaoyi luo 4 years ago

Is There A Good Calcualtor for SYSTEMATIC Conversions?

By Blue_Sky 4 years ago

25 YEAR FAILURE TO TAKE MRDs

By JEFFREY MACK 4 years ago

IRA TRUST

By gautam SHAH 4 years ago

IRA Conversion Laddering – Pros & Cons

By Blue_Sky 4 years ago

Treatment of 1099-R for prior year corrective distribution due to plan testing, when participant has rolled to IRA

By Mark Beisswanger 4 years ago