IRA Discussion Forum

Excess Contributions

By Mike Paul 6 years ago

RMD following death

By Christopher Combs 6 years ago

Conversion of traditional IRA to Roth IRA and determining taxable portions

By alberto vega 6 years ago

401(k) HCE Excluded (now included) from Plan and IRA Contributions

By Matt Groome 6 years ago

IRA contributions to reduce AGI and avoid future larger Medicare premium

By alberto vega 6 years ago

5-Year Rule on 6th Year

By Nick Hatfield 6 years ago

Roth 401k Rollover to IRA – correct type of account to retain ERISA protection and not cause tax issues?

By Maegan Anders 6 years ago

Roth Conversion SEP IRA

By Julie Brangenberg 6 years ago

Splitting an inherited IRA (divorce)

By ShipsnGiggles 6 years ago

2015 Excess Contribution

By MIKE KRUCHTEN 6 years ago

Correcting excess conversion pre-RMD in 2018 (no rechar option)

By Anon User 6 years ago

inheriting an inherited IRA: naming it correctly

By peter mcloone 6 years ago

Paying back IRA withdrawals

By Michael Eastham 6 years ago

RMD before 401(k) rollover

By Michael Porfido 6 years ago

ESA Distribution

By Kevin O'Hearn 6 years ago

Lump Sum From DB Plan

By Tom Curtin 6 years ago

RMD Question

By Kevin O'Hearn 6 years ago

company issued stock as part of profit sharing

By Jeff heybrock 6 years ago

Roth income limits

By MIKE KRUCHTEN 7 years ago

60 Day Rollover

By Anthony Perrone 7 years ago

Does the UTMA Account have to presently exist to be named a contingent beneficiary

By Perry Piazza 7 years ago

QDRO

By Richard Ernst 7 years ago

Roth Distribution and Roth Conversion in the same year

By Mike Stevens 7 years ago

Multiple Beneficiaries of Inherited IRA

By William Buerger 7 years ago

Distribution from 401(k) and 60 day Rollover

By Brian Smith 7 years ago