IRA Discussion Forum

SECURE Act

By Beverly Bonya 4 years ago

can an inherited ROTH IRA distribution in 2020 be returned

By steven shapiro 4 years ago

Back Door Roth Conversion with 403(b)

By Mary K. Dean 4 years ago

IRA to Roth IRA conversion in kind

By Be Hwong 4 years ago

Returning RMD taken in 2020 per IRS notice 2020-51

By Mark Gill 4 years ago

60 day rollover

By Larisa Kutac 4 years ago

Back door Roth conversion

By Robert Roselli 4 years ago

RMD under new rules

By Matthew Morea 4 years ago

Inheriting an Inherited IRA RMD Rules

By Kevin Dempsey 4 years ago

How To Prove Aggregate RMD Amount From Multiple IRA’s

By Charles Caldwell 4 years ago

Roth Conversions & IRS Form 8606

By tomd37 4 years ago

Getting ready for SEP IRA Contribution; Convert to Solo 401(k); 2 steps or 1???

By Greg Syr 4 years ago

Roth IRA Divorce Transfer

By Jared Houseman 4 years ago

Considering making an IRA to Roth conversion in 2020 OR waiting and giving it to charity tax free in future – guidance requested

By Deirdre Totten 4 years ago

Rollover 2020 distribution made to trust

By Max Miller 4 years ago

2020 IRA RMD to Roth Conversion

By Brian Devers 4 years ago

Re-characterization

By Sumit Ghosh 4 years ago

Poor Record Keeping and the Taxable Portion of IRA;s

By William Scarfia 4 years ago

Inherited IRA Trust Question

By Baird Wealth Planning 4 years ago

Transfer in Kind from an IRA

By CJ R 4 years ago

Recharacterization

By Sumit Ghosh 4 years ago

Repaying early IRA withdrawal (without penalty)

By Leo Ioffe 4 years ago

SECURE Act

By Beverly Bonya 4 years ago

Inherited IRS and RMD for 2020

By Debbie Keyworth 4 years ago

IRA ROLLOVER BY CHECK

By Joel Garfield 4 years ago