IRA Discussion Forum

Frequency of Traditional IRA to Roth Ira conversions

By Joseph Biebel 5 years ago

Inherited IRA 5-year rule

By Eddie Holland 5 years ago

Inherited Roth IRA holding period

By Frank Petranka 5 years ago

Inherited IRA RMDs

By David Mitchell 5 years ago

Roth 401k Rollover to Roth IRA

By Michael Steranka 5 years ago

Yet another question regarding Roth accounts and the widely misunderstood 5 year rule.

By Ed Shaffner 5 years ago

Individual under 50

By Erwin Buck 5 years ago

Roth IRA contribution for 2018 – uh oh, not eligible

By Greg Syr 5 years ago

IRA contribution at age 70?

By Vickie Intriago 5 years ago

Can a current year’s 401(k) RMD be taken as a QCD from an IRA after a rollover?

By Ryan Stith 5 years ago

Spousal 401(k) distribution at death

By Dennis Love 5 years ago

Splitting first RMD across tax years

By Robert Vashko 5 years ago

Inherited IRA Distribution

By Philip Nehro 5 years ago

QCD and the Secure Act

By Brad King 5 years ago

Secure Act

By Jesse Smith 5 years ago

Successor beneficiary RMD

By Laura Coen 5 years ago

72t Distributions – Rolling Calendar Year basis

By Eddie Valdes 5 years ago

Spousal beneficiary IRA

By Robert Smith 5 years ago

Ira to Roth IRA Coversion deadline?

By Linda Hartung 5 years ago

Inherited IRA

By Maureen E. Birmingham 5 years ago

SECURE Act – Is there an RMD for Inherited IRAs?

By Tom Kopinski 5 years ago

Any need to retain IRA or 401k statements for completing state and local income tax returns?

By Mark Sands 5 years ago

2019 Roth IRA Excess Contribution

By MIKE KRUCHTEN 5 years ago

NUA and in-plan conversion of “after tax” into ROTH

By Mitchell Kaufman 5 years ago

Distribution requested before death but not processed until after death

By Keith Volanto 5 years ago