IRA Discussion Forum

Proposed accelerated IRA distribution rules for non spouse benie (no stretch)

By Greg Bennett 6 years ago

Taxation of IRA with Trust as beneficiary

By Scott Breunig 6 years ago

Roth IRA conversion

By Sten Lindquist 6 years ago

Consolidating inherited IRAs

By Talia Pierluissi 6 years ago

Non active SIMPLE IRA

By Robert Wright 6 years ago

401(k) RMD

By Robert Smith 6 years ago

Pension roll over

By Steph Lo 6 years ago

Misdirected RMD Post Death

By Thomas Wielgus 6 years ago

401k plan distribution as RMD

By Jonathan Sard 6 years ago

First RMDs taken in different years

By Florina Chuy 6 years ago

Backdoor Roth IRA Conversion from 401k, with exisiting IRA balances

By Kevin Fehskens 6 years ago

Roth 401K to Roth IRA rollover

By Rebecca Barnes 6 years ago

In-Service 401(k) Rollover after 70.5 and RMD

By Steven Stern 6 years ago

Retirement Plan Roll Over

By n2b 6 years ago

Undue Back Door Roth IRA

By Robert Smith 6 years ago

5 year deferral annuity contracts

By Douglas Bauerband 6 years ago

Employee Contributions to Workplace SIMPLE IRA and Solo 401k

By Steve Peterman 6 years ago

SEP contribution for previous year if an amended return is filed that changes self employed income amount?

By ray perez 6 years ago

Rollover 401k to another 401k before taking RMD

By Steve Jefferys 6 years ago

Did I Just Make My Roth Conversion of Basis Taxable? Any way Out? Sorry for the Long Post – Its Complicated

By clay massey 6 years ago

Once you take your first RMD at 70 1/2, can you still rollover your 401k, plan permitting, to your new employer?

By Gerri Fehst 6 years ago

Tax filing help- client already submitted taxes but can’t meet the deadline to process excess contribution or recharacterization

By Cathy Bearce 6 years ago

Calculation of Earnings on Excess Roth IRA contributions from multiple prior “closed” years

By Martha Yarber 6 years ago

ROE earnings seem incorrect

By Kevin O'Hearn 6 years ago

5YR DEFERRAL CONTRACTS

By Douglas Bauerband 6 years ago