IRA Discussion Forum

Sequence of IRA distribution when donating to charity

By alberto vega 6 years ago

Distribution of IRA upon divorce

By alberto vega 6 years ago

IRA Updates

By Robert Wright 6 years ago

401(k) Conversion to Roth – best way in order to take advantage of NUA for Stock held in the account

By Ryan Bruce 6 years ago

Incorrect Form 5498 due to settlement agreement

By Mary Lang 6 years ago

SECURE ACT

By Robert Patrick 6 years ago

403b Clergy Housing Allowance RMD

By Mike Reninger 6 years ago

1099 code 4

By Chad Horner 6 years ago

RMD

By Larisa Kutac 6 years ago

No Beneficiary on IRA

By Ted Danza 6 years ago

sick time pay out

By Douglas Bauerband 6 years ago

Decedent neglected to name Ira beneficiary but in his will named his spouse as inheritor of estate

By Ravi Khanna 6 years ago

inherited ira

By Don Warnke 6 years ago

SIMPLE IRA and over 70 1/2…

By Kevin Zoltek 6 years ago

Deceased spouse IRA-FIA (annuity) 5 year death settlment election

By William Livingston 6 years ago

Deceased spouse IRA-FIA (annuity) 5 year death settlment election

By William Livingston 6 years ago

SEP Contribution to a closed business

By Eunie Lee 6 years ago

Estate as IRA Beneficiary with Multiple Beneficiaries of the Estate

By Jonathan Sard 6 years ago

401k RMD following sale of a business

By Christopher Combs 6 years ago

60 day rollover of restricted stock

By Nick Pappas 6 years ago

Disclaiming a 401K

By Alice Severson 6 years ago

IRA CD Early withdrawal penalty for breaking CD

By Sandy Newman 6 years ago

leaving money in a 401(k)

By Michael Porfido 6 years ago

The 5-Year Forever Clock

By Lowell Kamper 6 years ago

Dividing 1st RMDs into different years

By Florina Chuy 6 years ago