IRA Discussion Forum

Accelerated Roth conversions

By John Payne 2 weeks ago

Loan Offer

By Richmond Klein 2 weeks ago

Still Working at age 73 – is there a RMD from Rollover from 401K made this year

By Shana Kravatz 2 weeks ago

QCD from an inherited IRA in a trust?

By Sten Lindquist 2 weeks ago

RMD must be rounded down ?

By RonC 2 weeks ago

60 day rollover

By Thomas Ferry 2 weeks ago

SEP IRA contribution and RMD calculation for 73 year old client

By Liam Timmons 2 weeks ago

Special Needs Trust as beneficiary

By Kevin Kennedy 2 weeks ago

First Time Home Penalty Exception

By Kevin O'Hearn 2 weeks ago

Do custodians that administer your IRA account have to report what your RMDs are to you (in this case a Trust) or the IRS?

By Trust812 2 weeks ago

NUA – 401k Savings Plan with Profit Sharing Trust

By advisorguy 2 weeks ago

Contribution Limits for 2025 for a Simple Roth IRA and a Traditional Roth Combination

By Ronald Manso 2 weeks ago

Failed backdoor roth contribution

By Nathan Kastner 2 weeks ago

SEP IRA contributions

By Zachariah Hammel 2 weeks ago

Separate IRA for Donations

By NewYork35 2 weeks ago

IRA contribution eligibility

By Robert Roselli 2 weeks ago

IRA BDA Question

By Kevin O'Hearn 2 weeks ago

How does the IRS link a Decedent to a Trust?

By Trust812 2 weeks ago

Average Cost Basis on common stock for Net Unrealized Appreciation vs. LIFO or Specific Identification Method for calculation of cost basis

By Rose Trettenero 2 weeks ago

Spouse is the default beneficiary of ERISA plans?

By John Lau 2 weeks ago

Annuity cash out from deceased spouse IRA

By George W Smith IV 2 weeks ago

Roth 401k Company Match Tax Impact

By Erin Anderson 2 weeks ago

Non US Citizen Spouse Ben of US Citizen Roth IRA – issues to be aware of

By Jean Arias 2 weeks ago

IRA owner died prior to satisfying their current year RMD

By Wendy Mommaerts 2 weeks ago

Spouse keeping as Inh IRA

By Wendy Mommaerts 2 weeks ago