IRA Discussion Forum

The SECURE ACT destroys my Estate Planning Strategy

By Richard Rea 5 years ago

2019 Secure Act Non-Spousal Beneficiary Roth Distribution Rules?

By Gerald D 5 years ago

Secure Act

By Orrin Kohon 5 years ago

Roth Ira conribution for minor

By Frank 5 years ago

Secure Act re: real estate

By Frank 5 years ago

RMD’s for those still working and contributing to an IRA

By Tom Sernett 5 years ago

can you contribute to sep for 2019 in 2020

By Douglas Bauerband 5 years ago

Qualified Charitable Distributions

By James E. Pearman Jr 5 years ago

New 10 Year RMD

By Robert Wright 5 years ago

SECURE Act IRA deduction

By Frank Petranka 5 years ago

Converting IRA to Roth — co-mingling with old Roth

By Norman Cook 5 years ago

Retirement advice for a young man

By Philo ZRock 5 years ago

Simple IRA transfer of ownership

By Michael S 5 years ago

Client turning 70 1/2 December 29th.

By Douglas Bauerband 5 years ago

Late termination of SIMPLE plan

By Don Warnke 5 years ago

SECURE Act with large IRA — Do not need RMD — Estate plan.

By Norman Cook 5 years ago

Revocable Living Trust with Child IRA Subtrusts – Is this Strategy Viable under SECURE Act?

By Randall Vaughan 5 years ago

Can 1st RMD taken in December 2019 be recharacterized as a Rollover

By Bill Briner 5 years ago

Backdoor Roth strategy

By John J 5 years ago

SECURE Act Roth conversions from TIRAs still best?

By Robert Banta 5 years ago

Inherited IRA

By F N 5 years ago

Alternative to mitigate loss of stretch IRA

By F N 5 years ago

Unintended Indirect Rollover

By Nick Edwards 5 years ago

New Rules for Stretch IRA

By n2b 5 years ago

Self Directed IRA

By Richard Ernst 5 years ago