IRA Discussion Forum

Roth IRA Liquidation to MAPT – Worth It to Avoid Medicaid Spend-Down and Protect Heirs?

By Robert McGuirk 3 weeks ago

“Still Working” exception and death before RBD

By Alex Kim 3 weeks ago

1035 EXCHANGE AFTER OWNER/ANNUITANT CHANGE

By Daryl Phillips 3 weeks ago

Excess Contribtions 2020-2023

By Nina Hanna 3 weeks ago

IRA to HSA Rollover

By Greg Middendorf 3 weeks ago

IRA transfer to solo 401k

By abraham boznick 3 weeks ago

Urgent help needed with Inherited IRA RMD

By Liam Timmons 4 weeks ago

sales of stock 2 months after date of death

By Michael Handzo 4 weeks ago

New proposed 1099R distribution code Y for QCDs

By Alan - IRA critic 4 weeks ago

529 to Roth IRA Rollover

By Matthew Ottusch 4 weeks ago

Solo(k) deadline for employee & employer contributions

By Todd Marquardt 4 weeks ago

recharacterization followed by a conversion

By Christopher Combs 4 weeks ago

Deceased 2025 RMD Surviving Spouse

By Julie Brangenberg 4 weeks ago

60 day rollover

By Lay Huang 4 weeks ago

RMD for deceased taxpayer

By David Muldowney, Jr 4 weeks ago

Missed RMD’s Pre-Secure Act rules.

By Kevin O'Hearn 4 weeks ago

Simple IRA Contributions

By Douglas Brauer 4 weeks ago

RMD source questions

By John J 4 weeks ago

Error by Brokerage Company when opening IRA

By P Brady 4 weeks ago

Eligible Designated Beneficiary Question

By Kevin O'Hearn 4 weeks ago

missed employee contribution to a solo 401 k for 2024

By Al Figliolia 4 weeks ago

1099-R code 6

By RonC 4 weeks ago

Making a deductible 2024 IRA contribution if you are “covered” by a plan at work

By Alan Fishman 1 month ago

Roth IRA (5 year rule)

By ShipsnGiggles 1 month ago

SEP Contribution Due Date When Tax Return is Extended

By Alan Fishman 1 month ago