IRA Discussion Forum

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

Cares Act and CRD

By brcwm 4 years ago

Covid Distributions reported on 1099R

By Kevin O'Hearn 4 years ago

Multiple Year Excess Roth IRA Contributions (Including current year)

By Matthew Wellman 4 years ago

Is this a 60-day Rollover? Did not take distribution

By Amy Willis 4 years ago

No option on Distribution form to code 72T

By Chris Fletcher 4 years ago

TIRA Accidentally Put in Roth Account

By John Going 4 years ago

NUA Taxation

By MIKE KRUCHTEN 4 years ago

Aggregating IRAs and QCDs

By troy sharpe 4 years ago

10 Year Averaging

By n2b 4 years ago

RMD, inherited IRA

By Gregg Lynch 4 years ago

RMD Year After Death

By David Dunn 4 years ago

72(t) distributions

By Paul Buckley 4 years ago

IRA Distribution Rule for Trust after Required Beginning Date

By Eric Fuhrman 4 years ago

Distribution Requirements for 457 b Government Plan Beneficiaries?

By Cathy Lacefield 4 years ago

Sunset Provisions and Recharacterization

By Mike Canet 4 years ago

60 Day rollover of Roth <5 years

By David Bregger 4 years ago

Aftertax Pension Payout

By John Panter 4 years ago

2021 Covid Relief IRA withdrawal?

By harrison kennard 4 years ago

IRA recharacterization and SEP IRA contribution

By John Wilkinson 4 years ago

SECURE Act Eligible Designated Beneficiary wants to use the 10 year rule

By Kevin O'Hearn 4 years ago

Beneficiary Declaration

By Jennifer Fischetti 4 years ago