IRA Discussion Forum

CARES Act 2020 RMD Waivers

By Rebecca Hines 4 years ago

Wrong answer provided in today’s Mailbag [now corrected]

By David Mertz 4 years ago

Roth 401(k) conversion and rollover

By Sten Lindquist 4 years ago

Solo 401K and Roth 401K contribution limit in 2020

By Lillian Shao 4 years ago

IRA for Minor Child – Are contributions present interest gifts? Inclusion in parent’s estate if child dies?

By Eric H Silverman 4 years ago

Is it a taxable event when you transfer stock from IRA to taxable account via “In kind distribution”?

By Lillian Shao 4 years ago

Inherited IRA

By Gregory Kozerski 4 years ago

Roth conversion in year of death?

By DrJeff 4 years ago

CARES act conversion

By dan casey 4 years ago

Fact-check – rollover from Puerto Rico 401(k) to U.S. IRA = not allowed, correct?

By Robert Vashko 4 years ago

SEP to ROTH conversion question

By robert dunn 4 years ago

1099R Question

By Ryan Freberg 4 years ago

SIMPLE IRA Employer Match (Self Employed)

By John Going 4 years ago

SEP excess contribution

By Joseph Wild 4 years ago

72(t) and Carona

By James Lavorgna 4 years ago

re-inheriting a previously disclaimed IRA

By julee milham 4 years ago

RMD for non-spouse beneficiary of a Roth Conversions

By Howard Hook 4 years ago

Distribution options for anyone who has an inherited non spouse IRA, who is less than 10 years younger years than the owner

By Frank Miyamura 4 years ago

Roth conversion basic questions

By paul calvert 4 years ago

COVID related distributions immediate repayment

By Jim O'Grady 4 years ago

QCD Qualified Charitable Distribution

By Eleonora Tomasello 4 years ago

IRA Beneficiary Trust

By Brian Glynn 4 years ago

SECURE – natural non-EDB inherits after RBD

By Robert Vashko 4 years ago

Roth Conversion by Parent versus inherited IRA roth conversion options

By Amrish Patel 4 years ago

401K Rollover when Account has After-Tax Contributions also

By Paul McGillivray 4 years ago