IRA Discussion Forum

Solo 401k Trust Plan Establishment Deadline 2024

By Elizabeth Dunbar 3 weeks ago

Spousal inherited IRA to take withdrawals prior to 59.5 then rollover to own IRA later

By Eric Smith 4 weeks ago

Taxable Roth IRA Distribution and Tax Due

By brcwm 4 weeks ago

Pro Rata Rule clarification

By Nicholas Magers 4 weeks ago

Tradisional Individiual Retirement Account and Mutual Fund

By Linda Lund 4 weeks ago

Inherited Roth BDA Question

By Kevin O'Hearn 4 weeks ago

MISSED RMDs

By Wendy Mommaerts 4 weeks ago

Solo 401k Contribution

By IRAQuestion5 4 weeks ago

529 Account Child Beneficiary to 529 Self Beneficiary to Self Roth IRA Conversion

By Rag Rud 4 weeks ago

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

By Robert McGuirk 4 weeks ago

“Still Working” exception and death before RBD

By Alex Kim 4 weeks ago

1035 EXCHANGE AFTER OWNER/ANNUITANT CHANGE

By Daryl Phillips 4 weeks ago

Excess Contribtions 2020-2023

By Nina Hanna 4 weeks ago

IRA to HSA Rollover

By Greg Middendorf 4 weeks ago

IRA transfer to solo 401k

By abraham boznick 4 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 1 month ago

recharacterization followed by a conversion

By Christopher Combs 1 month ago

Deceased 2025 RMD Surviving Spouse

By Julie Brangenberg 1 month ago

60 day rollover

By Lay Huang 1 month ago

RMD for deceased taxpayer

By David Muldowney, Jr 1 month ago

Missed RMD’s Pre-Secure Act rules.

By Kevin O'Hearn 1 month ago