IRA Discussion Forum

Simple IRA 60 day conversion to Roth

By Rick McCallister 4 years ago

2021 IRMAA And Decrease In 2020 MAGI From 2019 MAGI

By fairira 4 years ago

(Pre-SECURE) IRA owner dies past RBD. Does 5-year rule ever apply to designated bene?

By Robert Vashko 5 years ago

QCD covering 2 RMDs

By DAVID STEWART 5 years ago

72t plan with TIRA

By Doug Stecklein 5 years ago

Roth Conversion 5-year Withdrawal Question

By Paul McGillivray 5 years ago

ISNHW Question

By James Lavorgna 5 years ago

Is Inherited IRA Included Pro Rata For Roth Conversion Taxes?

By Michael Miley 5 years ago

cares act IRA distribution

By Michael Porfido 5 years ago

December QCD

By Tracy Hawbaker 5 years ago

Annuity Owner Dies After Electing Lump Sum Option

By Tom Shea 5 years ago

Using 60-day rollover rules to stretch time to do Roth conversion analysis

By Mark Wilson 5 years ago

self-directed SEP IRA in real estate

By Diane Ouellette 5 years ago

CARES ACT IRA WITHDRAWAL in 2020 FOR HELP IN 2021 (Lay off)

By Sharon Rez 5 years ago

HSA contribution after age 65

By Jeff Beebe 5 years ago

employee rolled 401k into their simple ira before simple IRA was funded for 2 years

By Jon Steffen 5 years ago

Purchasing an Annuity with Roth IRA

By Simon Silk 5 years ago

Bulk After tax contributions to 401k

By Michael Porfido 5 years ago

IRA Conversion

By Robert Hannan 5 years ago

Rolling Over a CARES Act Roth Withdrawal

By Steve Hagedorn 5 years ago

Secure Act Trust Question

By Kevin O'Hearn 5 years ago

Traditional IRA

By Larisa Kutac 5 years ago

Can an EDB opt out of lifetime stretch in favor of out-in-10?

By Robert Vashko 5 years ago

IRA BDA Question

By Kevin O'Hearn 5 years ago

Stock rollover value to IRA as approved by Cares Act

By John Margo 5 years ago