IRA Discussion Forum

Can 1st RMD taken in December 2019 be recharacterized as a Rollover

By Bill Briner 5 years ago

Backdoor Roth strategy

By John Jawor 5 years ago

SECURE Act Roth conversions from TIRAs still best?

By Robert Banta 5 years ago

Inherited IRA

By F N 5 years ago

Alternative to mitigate loss of stretch IRA

By F N 5 years ago

Unintended Indirect Rollover

By Nick Edwards 5 years ago

New Rules for Stretch IRA

By n2b 5 years ago

Self Directed IRA

By Richard Ernst 5 years ago

Frequency of Traditional IRA to Roth Ira conversions

By Joseph Biebel 5 years ago

Inherited IRA 5-year rule

By Eddie Holland 5 years ago

Inherited Roth IRA holding period

By Frank Petranka 5 years ago

Inherited IRA RMDs

By David Mitchell 5 years ago

Roth 401k Rollover to Roth IRA

By Michael Steranka 5 years ago

Yet another question regarding Roth accounts and the widely misunderstood 5 year rule.

By Ed Shaffner 5 years ago

Individual under 50

By Erwin Buck 5 years ago

Roth IRA contribution for 2018 – uh oh, not eligible

By Greg Syr 5 years ago

IRA contribution at age 70?

By Vickie Intriago 5 years ago

Can a current year’s 401(k) RMD be taken as a QCD from an IRA after a rollover?

By Ryan Stith 5 years ago

Spousal 401(k) distribution at death

By Dennis Love 5 years ago

Splitting first RMD across tax years

By Robert Vashko 5 years ago

Inherited IRA Distribution

By Philip Nehro 5 years ago

QCD and the Secure Act

By Brad King 5 years ago

Secure Act

By Jesse Smith 5 years ago

Successor beneficiary RMD

By Laura Coen 5 years ago

72t Distributions – Rolling Calendar Year basis

By Eddie Valdes 5 years ago