IRA Discussion Forum

Repayments to IRA in 2020

By Scott Walley 4 years ago

Secure ACT

By Brenda Murphy 4 years ago

Conoravirus Related Distribution

By ShipsnGiggles 4 years ago

Roth IRA – Roth 401k Rollover

By ShipsnGiggles 4 years ago

Spousal IRA

By James Schneider 4 years ago

Rolling over a Money Purchase Pension Plan

By Vernon Childress 4 years ago

Covid Withdrawal

By Anthony Perrone 4 years ago

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