IRA Discussion Forum

QDRO

By John Harrington 5 years ago

Accidently rolled over what I think were non-deductible IRA funds to my wife and I’s solo 401k

By Reuven Kishon 5 years ago

NUA for spousal beneficiary of 401(k)?

By chris erickson 5 years ago

Retroactive RMDs for people turning 70.5 in 2020??

By Robert Vashko 5 years ago

Secure Act and Birth/Adoption Withdrawals & Foster Care Exempt Income.

By Brian Devers 5 years ago

Options following SECURE Act

By Richard Stumpf 5 years ago

IRA Disclaimer (2019 death & 2020 disclaimer) and unborn child as recipient of disclaimed property

By Cheryl Moss 5 years ago

Order of RMD Distributions

By Jake Brennan 5 years ago

Making a trust the beneficiary of a Roth IRA

By virginia gaffney 5 years ago

Missed Roth Conversion

By Kevin O'Hearn 5 years ago

Not an IRA question, but need help – Non Qualified Annuity change of ownership from trust to trust beneficiary – taxable event?

By Michael Neuenschwander 5 years ago

Nongovernmental 457b withdrawals

By Brian Lee 5 years ago

Minimum age to open up an IRA

By Keith Kim 5 years ago

NUA Logistics

By John Rivolta 5 years ago

ENTITIES (NOT PEOPLE) THAT INHERIT IRAs

By lou kartsonis 5 years ago

Non-Qualified Annuity

By Dean Strom 5 years ago

Secure Act, QCDs and TIRA Contributions

By Brian Devers 5 years ago

72(t) distributions from a Roth IRA

By Doug Stecklein 5 years ago

change to 1099R with NUA basis adjustment by lot

By Nicole limson 5 years ago

457(b) deferred compensation funds

By c donley 5 years ago

Roth Distributions

By Janette Hill 5 years ago

Backdoor Roth

By Kevin Martin 5 years ago

Creating a solo 401k to roll-in an IRA to avoid aggregation

By Dan Lohmar 5 years ago

Successor bene on IRA “straddling” SECURE

By Robert Vashko 5 years ago

Converting an IRA into a Roth

By Raymond Moraniec 5 years ago