IRA Discussion Forum

401-K to IRA rollover caused while completing an NUA transaction

By Tony Guarino 8 months ago

Inherited IRA EDB

By David Bunin 8 months ago

Nondeductible IRA rollover to Roth

By Jesus Dominguez 8 months ago

RMD for a trust with a spouse beneficiary?

By Dan Garashvili 8 months ago

Disabled or chronically ill persons to be EDBs

By Susan Malone 8 months ago

what is the irs imputed loan interest for 2024?

By Mary Hansen-Faris 8 months ago

Successor Inherited IRA

By John Hill 8 months ago

Backdoor Roth without earned income

By Bro Has 8 months ago

pro rata rules

By Thomas Ferry 8 months ago

After-tax IRA Conversion

By Kayla Andrews 8 months ago

QCD

By Uli Bittenbinder 8 months ago

Pre Secure Act Inherited IRA

By Regina Murray 8 months ago

IRA Annuity beneficiary is a see-through trust

By Masha Shoykhet 8 months ago

401k distribution in service for business owner wanting a QCD

By Michael Arbet 8 months ago

One Rollover Per Year per taxpayer?

By David Bregger 8 months ago

Employee terminates employment with an outstanding Loan;

By John Gingas 8 months ago

Consolidating Spousal Retirement Assets

By Tracy Hawbaker 8 months ago

Family HSA until 9/15/24, then single plan for rest of 2024, contribution limits calculation?

By Jon Steffen 8 months ago

Beneficiary IRA on RMD Being Inherited

By Todd Martin 8 months ago

Disabled and Chronically Ill EDB Documentation

By CAROL VANLANDINGHAM 8 months ago

TTEE-to-TTEE transfer from solo 401k to IRA okay for client who already did back door Roth using same IRA?

By Delia Fernandez 8 months ago

Income From Roth in Living Trust Taxed at Trust Rate?

By Ed Ricketts 8 months ago

Pro Rata nd ROTH funds

By Steven Kling 8 months ago

NUA available after RMD started?

By Brian Matter 8 months ago

NUA from someone who already started RMDs

By Brian Matter 8 months ago