IRA Discussion Forum

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

5year Rules

By IRAQuestion5 6 years ago

Vanguard & Mid-air Conversion

By Peter Thomann 6 years ago

Roth IRA Trust – 1st primary beneficiary individual 1st contingent individual 2nd contingent beneficiary charity

By Mary K. Dean 6 years ago

IRA to 403(b)

By Michael S 6 years ago

Retirement plan for small church

By Steve Ellis 6 years ago

Roth Conversion & Backdoor Roth in the same year

By Keith Kim 6 years ago

Roth and Traditional IRA’s

By Mel Langer 6 years ago

Simple IRA Question

By Andy Reynolds 6 years ago

60 rollover from SEP IRA

By Robert Wright 6 years ago

Inherited IRA

By Michael Wargula 6 years ago

Roth IRA Conversions

By Kelly Cordes 6 years ago

Transfer of Inherited IRA

By Gerard Stellwagen 6 years ago

403B to IRA rollover

By Jill Goldman 6 years ago

Rolling a SEP IRA into a 401k, then doing Back door Roth

By Dan Lohmar 6 years ago