IRA Discussion Forum

QCD and state tax credit

By Frank Petranka 5 years ago

Decline inherited traditional IRA and give to someone else

By helen roland 5 years ago

converting a non-deductible IRA contribution to a Roth IRA

By Larry Smith 5 years ago

Withholding tax from IRA for Roth conversion + under 59.5 = penalty, right?

By Robert Vashko 5 years ago

401(k) Contributions & Paid Parental Leave

By Julie Bates 5 years ago

The affect of Roth conversion income on deductibility of a Traditional IRA contribution

By Larry Smith 5 years ago

Failure to file 8606

By IRAQuestion5 5 years ago

CRD IRA Withdrawal

By Kevin Lynch 5 years ago

72T IRA rolled in with another IRA account

By Sheri Karpa 5 years ago

Roth distributions in year of turning 59 1/2

By B Smith 5 years ago

recharacterize IRA contribution to Roth contribution followed by Roth conversion

By Christopher Combs 5 years ago

Empower Retirement says cannot do Direct Rollover – Want to do Indirect with Checks made to Participant

By Julie Brangenberg 5 years ago

annuities and roth conversions

By Robert Beane 5 years ago

re-paying a rollover

By ellen dawmdellipizzi 5 years ago

IRA investment management fees

By Tom O'Brien 5 years ago

IRA Creditor Protection – CO

By Baird Wealth Planning 5 years ago

The CARES Act and 2019 RMDs deferred to 2020

By Robert Gibb 5 years ago

403B Plan sponsor change

By Derek Tuz 5 years ago

Covid related distribution repay

By Ken Thompson 5 years ago

73 and still working!

By Amanda Minter 5 years ago

IRA Disclaimer

By ShipsnGiggles 5 years ago

Non Qualified Annuity Annuitization

By Brian Kuhn 5 years ago

Accidental moving Roth IRA funds to Traditional IRA account

By Jordan Grant 5 years ago

Roth Contribution Error

By George Camera 5 years ago

Indirect Rollover done in multiple steps…

By Nathan Kastner 5 years ago