IRA Discussion Forum

Spouse inherits IRA from husband – RMD question

By Philip Detlefs 6 years ago

My advisor did not convert my IRA in 2018 as I had asked in September of 2018

By Jeff Mitchell 6 years ago

60-day rollover to corporate bank

By Michael Frontera 6 years ago

Beneficiary IRA Distributions

By Robert Gibb 6 years ago

401k Rollover to IRA to Roth

By Allan Wilson 6 years ago

STRETCH OPTION – INHERITED IRA

By Kenneth Zaepfel 6 years ago

IRA Inherited Trust — Beneficiary Designation Form — Best Practices?

By Norman Cook 6 years ago

SEP IRA Union Exclusion

By Ryan Smith 6 years ago

Kid’s Roth IRA distributions for college

By Karen Powell 6 years ago

have to re-title an account to an estate for cost basis?

By Douglas Bauerband 6 years ago

IRA distributions for Sallie Loan payments

By Robert Gibb 6 years ago

Roth Accumulation Trust — Income Distributed — No taxes paid by Trust

By Norman Cook 6 years ago

Qualified Charitable Distributions

By James Purcell 6 years ago

closing Roth IRA with worthless stock

By Newton Lesh 6 years ago

RESA / Stretch IRA Update

By Chuck 2009x 6 years ago

NUA reporting on 1099R

By abraham boznick 6 years ago

ETF REIT and 20% pass through dividend deduction

By abraham boznick 6 years ago

72(t)

By Brenda Murphy 6 years ago

Transfer of IRAs in year 2+ of 72(t)

By Josh Harmon 6 years ago

After tax 401(k) in plan conversion

By Robert Witt 6 years ago

After tax 401(k) in plan conversion

By Robert Witt 6 years ago

Another Roth Conversion Question

By John Boyle 6 years ago

Disclaiming a Portion of an Already Inherited IRA and related complications.

By Matthew DeBoer 6 years ago

Questions concerning IRA Rollover

By Philip Thorrez 6 years ago

Using Net Operating Loss in a Roth conversion

By Robert Riggs 6 years ago