IRA Discussion Forum

Recharacterizing 2020 withdrawals in 2021

By Rusty Nelson 4 years ago

In-Service Rollover from 401(k) After 72

By Matthew Marinovich 4 years ago

Scenario for intentionally not fixing an excess Roth contribution?

By T k 4 years ago

Conversion of Variable Annuity inside a traditional IRA to a Roth IRA

By John Sink 4 years ago

IRA Age Limit

By William Walker 4 years ago

RMDs—Have taxes witheld or not

By Florina Chuy 4 years ago

RMDs—Have taxes witheld or not

By Florina Chuy 4 years ago

When QCDs exceed your IRA RMD

By Florina Chuy 4 years ago

Tax liability for attorney fees for award in IRA settlement

By James Baker 4 years ago

Form 8606

By David Huntoon 4 years ago

Best Assest Allocation Roth IRA

By Noelle Ocen-Odoge 4 years ago

AGE 55 401K REDEMPTION

By MIKE KRUCHTEN 4 years ago

403b vs. 457b

By Tram Kim 4 years ago

RMD rules Bene Roth IRA from Spouse

By Jon Steffen 4 years ago

RMD’s in 2020 and CARES ACT

By William Borgeson 4 years ago

5 yr vs 10 yr inherited IRA (non spouse)

By Bob Shramuk 4 years ago

Traditional IRA Accidentally Put in Roth IRA

By John Going 4 years ago

Non Spouse Inherited IRA Question

By Steve Ross 4 years ago

Estate distribution options when decedent was in RMD phase

By Robert Vashko 4 years ago

Trust as IRA Beneficiary Strategy Question Involving Grandchildren

By Randall Vaughan 4 years ago

CRD Return to Different Account

By IRAQuestion5 4 years ago

60 day rollover rule

By Brandon Blanchard 4 years ago

IRA with After-Tax and Pre-Tax Contributions – Okay to Transfer Out Pre-Tax to Separate IRA Account?

By Tony Coppola 4 years ago

First time RMD and 401k RMD

By Tipper Tipton 4 years ago

Successor Beneficiaries of pre-SECURE Act Designated Beneficiaries – Roth Conversions?

By Max Filbeck 4 years ago