IRA Discussion Forum

Handling Excess Contributions to Roth IRA and Filling out 5329 Forms

By Eric Tam 5 years ago

1099-R after over funding a ROTH, What do I need to do when I file?

By Greg Syr 5 years ago

10% Penalty Free for Kids?

By Kerry Schepers 5 years ago

Can Roth be recharacterized to Traditional then converted back to Roth

By Laura Coen 5 years ago

What happens to remaining non-deductible basis of decedent IRA going to spouse – 8606

By Judith Blessing 5 years ago

CD mistake

By Rick Tenison 5 years ago

IRA Levy from IRS

By Marina Ferrone 5 years ago

Inherited IRA

By ShipsnGiggles 5 years ago

TOD account

By Robert Roselli 5 years ago

Withdrawing from IRA to Pay for College

By dev singh 5 years ago

No 5498 was filed by my self-directed IRA. How do I file them are and are there penalties?

By David Lynch 5 years ago

Post deleted

By Alan - IRA critic 5 years ago

Fixed Annuity Question

By Jennifer Poole 5 years ago

After tax contribution for wife impact husband?

By troy sharpe 5 years ago

Probability of Proposed IRS Changes in Life Expectancy Tables Becoming Effective in 2021

By fairira 5 years ago

SECURE Act

By Beverly Bonya 5 years ago

After Tax Contributions to 401k

By James Arnold 5 years ago

401K vs Roth 401k

By Jeffrey Sims 5 years ago

Re registration of an Inherited IRA owned by a trust

By Amanda Minter 5 years ago

Roth ROE for a deceased individual

By Laura Davitt 5 years ago

Loans on Ind 401k’s

By Kevin O'Hearn 5 years ago

Seeking help on calculating excess contribution earnings

By Vicky Lin 5 years ago

Changing 72(t) distribution date

By Robert Vashko 5 years ago

401k Lump Sum Distribution (LSD) using NUA after taking several RMDs

By Larry Hugo 5 years ago

SIMPLE IRA to SIMPLE 401k

By Jay Wells 5 years ago