IRA Discussion Forum

Social Security for a Spouse

By John Bannan 8 months ago

Excess 401k Contribution Transferred to IRA

By Jonathan Sard 8 months ago

RMDs all from Custodian A and Subsequent Roth Conversion from Different Custodian

By Ian Turner 8 months ago

1099-R code P

By Beza Asrat 8 months ago

Taxing of IRA withdrawals if live outside of the United States

By George Eding 8 months ago

401k starting in December — not enough paychecks for full contribution?

By abraham boznick 8 months ago

401k starting in December — not enough paychecks for full contribution?

By abraham boznick 8 months ago

Post 59 1/2 draw if contributions/conversions made within last 5 years

By Mary K. Dean 8 months ago

Roth draw pre 59 1/2 penalties/tax

By Mary K. Dean 8 months ago

Inherited IRA- IRD and QCD

By steve jackson 8 months ago

Trusted IRAs / Naming a QTIP as the Beneficiary of an IRA Submitted by [email protected] on Wed, 2024-09-11 12:21 We have several clients who have children from a previous marriage. Example: Upon the husband’s death, he wants to make sure his current spouse has access to income from his IRA. But he also wants to make sure the remaining balance, when she passes, goes to his children from his first marriage and not to someone else, i.e. her children. How best to make sure that happens? Using a trusted IRA or naming a QTIP as the beneficiary of their IRA?

By [email protected] 8 months ago

Unfiled beneficiary form for 401(k0

By Michele Ungvarsky 8 months ago

Form 1041 for Inherited IRA in a Trust

By Kevin Brown 8 months ago

529 to Roth

By steve jackson 8 months ago

annual gift tax allowed

By barberella 8 months ago

Correct Life Expectancy Table for the “ghost” rule.

By Scott Amis 8 months ago

Can successor beneficiaries be established for an estate-owned inherited IRA?

By Scott Amis 8 months ago

Inherited IRA from Marital Trust

By John Hill 8 months ago

Fee Debit

By Jason Hochstadt 8 months ago

Inherited IRA RMD

By Michael Travis 8 months ago

Pre-Secure Act Question

By Kevin O'Hearn 8 months ago

Proper titling of an Inherited IRA

By Lakeblue12 8 months ago

To convert or not, when estate is going to charity

By LW 8 months ago

Solo 401K vs Solo Roth 401K

By n2b 8 months ago

IRA Owner Dies in 2024, 4 months before RBD. RMD due?

By Logan Dietel 8 months ago