IRA Discussion Forum

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

By Matt Groome 7 years ago

IRA contributions to reduce AGI and avoid future larger Medicare premium

By alberto vega 7 years ago

5-Year Rule on 6th Year

By Nick Hatfield 7 years ago

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

By Maegan Anders 7 years ago

Roth Conversion SEP IRA

By Julie Brangenberg 7 years ago

Splitting an inherited IRA (divorce)

By ShipsnGiggles 7 years ago

2015 Excess Contribution

By MIKE KRUCHTEN 7 years ago

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

By Anon User 7 years ago

inheriting an inherited IRA: naming it correctly

By peter mcloone 7 years ago

Paying back IRA withdrawals

By Michael Eastham 7 years ago

RMD before 401(k) rollover

By Michael Porfido 7 years ago

ESA Distribution

By Kevin O'Hearn 7 years ago

Lump Sum From DB Plan

By Tom Curtin 7 years ago

RMD Question

By Kevin O'Hearn 7 years ago

company issued stock as part of profit sharing

By Jeff heybrock 7 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

Spousal Inherited IRA <59 1/2

By fn ln 7 years ago

401k Residential Loan to Purchase Divorcing Spouse’s interest

By Ed Duran 7 years ago

401(k) in-service withdrawal and QCD

By Chase Hill 7 years ago