IRA Discussion Forum

funding a 401k and SEP-IRA

By Douglas Bauerband 5 years ago

NRA citizen of Belgium final distribution from Self Employed Retirement plan

By Stephen Wasserman 5 years ago

401k to inherited IRA

By Dan Lohmar 5 years ago

Roth Conversion for a Specialty Asset

By Tracy Bird 5 years ago

Inherited IRA flowing through trust – When is distribution received accounted for

By Tim Johnson 5 years ago

W9 for Revocable Living Trust

By Perry Piazza 5 years ago

Dad intended 50/50 but left full ROTH to one, full TRAD IRA to other w tax inequality. Can we change to 50/50 per account?

By David Blackburn 5 years ago

5329 50% Penalty for Missed RMDs

By James Magno 5 years ago

Executor Options for IRA Inherited by Estate

By Annette Leazer 5 years ago

Pro-rata Rule for both spouses with IRAs

By George Somogyi 5 years ago

Distributions from a traditional IRA or Roth

By Bruce Eckman 5 years ago

Opening and maintaining an IRA account as an expat

By Evan Greif 5 years ago

Changing IRA Beneficiaries After Spouse Passes Away

By Alice Severson 5 years ago

401K ROLLOVER WITH OUTSTANDING LOAN

By Rene Nourse 5 years ago

NUA of company stock and Roth IRA and after tax

By abraham boznick 5 years ago

401k charitable contribution

By Rose Robins 5 years ago

1099 Reporting

By William Bellotti 5 years ago

Life Expectancy Table Question

By Kevin O'Hearn 5 years ago

Special Needs Trust IRA Beneficiary

By Kevin Dempsey 5 years ago

ROTH CONVERSION

By Rene Nourse 5 years ago

deceased IRA owner

By Richard Stumpf 5 years ago

401k versus IRA (Non-Spouse Benf.)

By Scott Carbaugh 5 years ago

New tables for required distributions

By Bruce Steiner 5 years ago

Inherited IRA 5 year payout, its year 5, Yikes!

By Dean Mioli 5 years ago

Inherited IRA: combined or kept separate

By steve harper 5 years ago