IRA Discussion Forum

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 6 years ago

Inherited IRA

By F N 6 years ago

Alternative to mitigate loss of stretch IRA

By F N 6 years ago

Unintended Indirect Rollover

By Nick Edwards 6 years ago

New Rules for Stretch IRA

By n2b 6 years ago

Self Directed IRA

By Richard Ernst 6 years ago

Frequency of Traditional IRA to Roth Ira conversions

By Joseph Biebel 6 years ago

Inherited IRA 5-year rule

By Eddie Holland 6 years ago

Inherited Roth IRA holding period

By Frank Petranka 6 years ago

Inherited IRA RMDs

By David Mitchell 6 years ago

Roth 401k Rollover to Roth IRA

By Michael Steranka 6 years ago

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

By Ed Shaffner 6 years ago

Individual under 50

By Erwin Buck 6 years ago

Roth IRA contribution for 2018 – uh oh, not eligible

By Greg Syr 6 years ago

IRA contribution at age 70?

By Vickie Intriago 6 years ago

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

By Ryan Stith 6 years ago

Spousal 401(k) distribution at death

By Dennis Love 6 years ago

Splitting first RMD across tax years

By Robert Vashko 6 years ago

Inherited IRA Distribution

By Philip Nehro 6 years ago