IRA Discussion Forum

Incorrect 60-day rollover Correction

By Matt Goyen 6 years ago

Really Late Notification of 401k corrective distribution (due to HCE test) after rollover to IRA

By Alex Song 6 years ago

Inherited IRA by decedent’s trust RMD. RMD taken in time, but by the trust….. (not the individual taxation lighter)

By Steven Davis 6 years ago

Spousal Inherited IRA v. Spousal IRA Rollover – 8 Year Age Difference

By Andy Byron 6 years ago

Divorce vs. Annulment

By Jose Morales 6 years ago

Paying for health insurance in a divorce situation using tax favored investments

By Brian Smith 6 years ago

72T set up error in first year

By chelsea roe 6 years ago

Inherited IRA RMD not taken.

By Perry Piazza 6 years ago

Big Problem with Inadvertent Indirect IRA rollover

By Robert Wander 6 years ago

Staggering my and my spouse’s IRA rollovers

By Bill Briner 6 years ago

401K

By sam Hashizu 6 years ago

Non-deductible IRA to Back Door Roth

By Anthony Zalesky 6 years ago

NUA Basis allocation twist

By Gil Shifrin 6 years ago

Best Handling of Non-Deductible IRA contributions mixed with Deductible.

By Taylor Moore 6 years ago

QLACs – Taxable Income?

By James Long 6 years ago

RMD for turning age 70.5 & 71 in same year

By james coomer 6 years ago

Excess contributions

By Shane Hall 6 years ago

Ticker aagtx

By victor hicks 6 years ago

Age restricts for direct DROP roll over

By George Cox 6 years ago

Simple IRA plan requirements

By alberto vega 6 years ago

Valuing 1st QLAC when buying 2nd QLAC re: 25% limit

By Alan Drake m 6 years ago

QCD amount less than RMD amount – issues ?

By Steve Jefferys 6 years ago

QCD Recipients

By BRUCE HEDRICK 6 years ago

RMD @ RBD (2019) vs. 2018

By Baird Wealth Planning 6 years ago

RMD from IRA with bankrupt investment in 2018

By Jim Liddell 6 years ago