IRA Discussion Forum

2019 RMD to IRS to pay 2018 taxes?

By Undocumented Newcomer 6 years ago

Inherited IRA – Forced RMD from original trustee

By Brian Pauleen 6 years ago

Pension rollover

By Matt Horne 6 years ago

Excess Roth IRA contribution in 2017

By Jan Chan 6 years ago

401K Contributions taxed by NJ?

By Jeffrey Condit 6 years ago

ROTH Rollover strategy

By Tony Paper 6 years ago

RMD turning 70 1/2 and 71 in the same year

By Pamela Prine 6 years ago

Elimination of RMD for small accounts

By Undocumented Newcomer 6 years ago

why does converting to roth ADD to net taxable income?

By Michael Disney 6 years ago

Qualifying Lump Sum Distributions and In Service Distributions

By Brian Devers 6 years ago

Re: Transferring of IRA funds

By Gary Tompkins 6 years ago

Using IRA for business investment

By Joseph Wallace 6 years ago

Spend roth conversion gains post 59.5

By Jon Steffen 6 years ago

IRA holding period before roth conversion

By George Somogyi 6 years ago

Roth IRA excess contrib + rechar: multi-year IRS corrections

By Justin Fuhs 6 years ago

Public safety DB 10% penalty

By Chad Goeden 6 years ago

Form 8606 Line 6: Ending Value with or without Accrued Income?

By Amar Patel 6 years ago

Foreign Tax credit

By Rusty Nelson 6 years ago

Trust as an IRA Beneficiary

By Jack Smith 6 years ago

Accidental Conversion of Roth 401k to a traditional IRA. How to correct?

By Charles E. Hollis 6 years ago

Self Directed IRA

By Jennifer Poole 6 years ago

Roth Conversion Question

By Jennifer Poole 6 years ago

5 Year Distribution Rule Question – Inherited 401(k)

By Matt Goyen 6 years ago

60 day rollover to IRA and Roth IRA

By Robert Smith 6 years ago

my gift to my son, then added to 529 for HIS son = tax deduction for my son?

By star pollack 6 years ago