IRA Discussion Forum

ROTH CONVERSION SCENARIO – SPOUSE BENE and then TO NON-SPOUSE BENE

By Robin Ross 3 weeks ago

My spouse as beneficiary of my Roth IRA- will she have RMDs?

By William Brigham 3 weeks ago

New 72t Plan

By Joshua Paradis 3 weeks ago

Return of Excess Question

By Kevin O'Hearn 3 weeks ago

Net Unrealized Appreciation (NUA) Rules – Is this a disqualifying situation?

By Sean Heidig 3 weeks ago

Newly discovered Inherited IRA

By Nicholas Bucci 3 weeks ago

tax question

By Hillary Wertlieb 3 weeks ago

Roth IRA

By Larisa Kutac 3 weeks ago

QDRO Penalty Exception Rule – Rollover to IRA

By Michael Burroughs 3 weeks ago

THE ROTH IRA ADVANTAGE UNDER THE FINAL RMD RULES

By Beth Alwin 3 weeks ago

401k In-Plan ROTH Conversion then immediate rollover to existing ROTH IRA….

By John Frigeri 3 weeks ago

EDB Missed RMD

By jmemeier 3 weeks ago

401k / IRA Mortgage Loan?

By Matthew Ottusch 3 weeks ago

Roth IRA – 5 Year hold

By ShipsnGiggles 3 weeks ago

IRA Rollover into qualified plan after making contributions

By Nathan Kastner 3 weeks ago

Inherited IRA splitting among beneficiary question

By Austin Brown 3 weeks ago

RMD Factor Falls Below 1

By Kelly Keltner 3 weeks ago

IRA BDA Question Pre/Post Secure ACT

By Kevin O'Hearn 3 weeks ago

Multiple Inherited IRA RMD Rule

By Anthony Perrone 3 weeks ago

Roth Corrective distribution – amend return to extend deadline?

By Brian Heuer 3 weeks ago

Roth Conversion 5-year rule

By Bill Briner 3 weeks ago

Deleted

By Jack Carson 3 weeks ago

Roth Conversion Taxes

By DaveT 3 weeks ago

Use of Uniform Table for Surviving Spouse (Inherited IRA)

By Valerie Hadley 4 weeks ago

Multiple deaths prior to 2020

By Sten Lindquist 4 weeks ago