IRA Discussion Forum

RMDs Taken in January

By Bob Foland 4 years ago

HDHP and HSA

By Ray Kaufman 4 years ago

Exchanged Annuity missing Cost Basis

By Lewis Young 4 years ago

401K – NUA Treatment of After Tax Contributions and Earnings in Co Stock

By Melinda Kawamura 4 years ago

justifying LTC Capital Gains on NUA case

By Patrick Paxton 4 years ago

SIMPLE IRA owner -employee deferral after year end

By Howard Hook 4 years ago

Surviving spouse opting for out-in-10 under SECURE?

By Robert Vashko 4 years ago

Calculating taxes for traditional IRA withdrawals

By Milan Stevanovich 4 years ago

Qualified Charitable Distribution

By Dana S 4 years ago

After tax contributions in a profit sharing/401k plan

By Brian Devers 4 years ago

Excess contribution/earnings absorption fix questions

By Anne Becker 4 years ago

2020 inherited IRA

By Robert Gruber 4 years ago

401k Contributions for SS Earnings Test

By Brian Kuhn 4 years ago

Lump Sum 401K – NUA

By Robert Benson 4 years ago

Rollover of 2020 SEP-IRA Distributions

By Sidney Poretsky 4 years ago

Amended schedule C and SEP contribution

By Tim O'Neill 4 years ago

Roth 401(k) Loan

By David Manteau 4 years ago

Retirement Account Distribution under Cares Act

By Phillip Moore 4 years ago

SPIA and Non-qualified Money

By Chase Ravsten 4 years ago

IRA Check Deposit Inquiry

By Kevin O'Hearn 4 years ago

NUA options for beneficiaries

By Richard Fritts 4 years ago

Form 1040

By Alan Durfee 4 years ago

NUA Cost Basis Difference with Broker

By George Somogyi 4 years ago

Returning 2019 RMD under CARES ACT – July 15 deadline?

By Travis Tsukayama 4 years ago

Roth Income Limit

By Bob Foland 4 years ago