IRA Discussion Forum

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 6 years ago

Changing IRA Beneficiaries After Spouse Passes Away

By Alice Severson 6 years ago

401K ROLLOVER WITH OUTSTANDING LOAN

By Rene Nourse 6 years ago

NUA of company stock and Roth IRA and after tax

By abraham boznick 6 years ago

401k charitable contribution

By Rose Robins 6 years ago

1099 Reporting

By William Bellotti 6 years ago

Life Expectancy Table Question

By Kevin O'Hearn 6 years ago

Special Needs Trust IRA Beneficiary

By Kevin Dempsey 6 years ago

ROTH CONVERSION

By Rene Nourse 6 years ago

deceased IRA owner

By Richard Stumpf 6 years ago

401k versus IRA (Non-Spouse Benf.)

By Scott Carbaugh 6 years ago

New tables for required distributions

By Bruce Steiner 6 years ago

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

By Dean Mioli 6 years ago

Inherited IRA: combined or kept separate

By steve harper 6 years ago

sick pay deposited by employer into NQ annuity

By Douglas Bauerband 6 years ago

Roth mid-air conversion

By Douglas Bauerband 6 years ago

Roth contributions/marrying mid-year

By Jason Frank 6 years ago

Inherited IRA RMD begin date for IRA that was inherited by decedent

By Frank Petranka 6 years ago