IRA Discussion Forum

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

Rollover IRA Set Up Instead of Inherited IRA

By Carol Berger 5 years ago

Custodian Won’t Distribute Past Dec. 31

By fred port 5 years ago

Inherited ROTH IRA, timeline

By Kerry Schepers 5 years ago

Converting an inherited IRA to a Roth IRA

By Philip Detlefs 5 years ago

Distribution from traditional pension plan to IRA

By alberto vega 5 years ago

72T (SEPP) distributions with a Roth IRA

By Doug Stecklein 5 years ago

Successor inherited IRA beneficiary under SECURE

By BruceM 5 years ago

SECURE and multiple IRA beneficiaries

By BruceM 5 years ago

Inheriting an Inherited IRA and the SECURE Act

By Steven Williams 5 years ago

Secure Act & QCDs

By Jon Erwin 5 years ago