IRA Discussion Forum

Pro-Rata for Mega Backdoor Roth

By sarahkcharles 8 months ago

Spouse Inherited Roth IRA

By Nicolas Weachter 8 months ago

Effective post 2025 are IRA withdrawals in Michigan subject to Michigan State Income Tax?

By Linton Banwell 8 months ago

Calculating the RMD amount

By BruceM 9 months ago

SIMPLE employer contribution formulas

By Kevin O'Hearn 9 months ago

Inherited IRA

By Katie B. 9 months ago

QCD Options

By George McCabe 9 months ago

990-T Triggered by Direct Transfer

By babette hughes 9 months ago

529 Account change

By Anthony Perrone 9 months ago

inherited IRA ??

By Tony Paper 9 months ago

No 5 year wait on converted IRA principal?

By Robert Ryerson 9 months ago

Tax Roth IRA conversion

By Steve Sarovich 9 months ago

Pre-Secure Act Spousal Beneficiary

By Kevin O'Hearn 9 months ago

529 to Roth Rollover

By Anthony Perrone 9 months ago

QCD for Inheriting Spousal TIAA IRA who did not take their RMD for year of death

By Brandon Juodikis 9 months ago

Roth Account Transfer

By Thomas Bradley 9 months ago

DSUE

By Thom Kirer 9 months ago

RMD and only illiquid assets in IRA

By Jay Wiedwald 9 months ago

Changing benificiaries after death of account holder

By David Sass 9 months ago

IRA RMD Deceased Client – QCD Possible?

By Brian Matter 9 months ago

Roth conversions

By Bill Beeler 9 months ago

Partial withdrawal from a Roth 401k

By ssel 9 months ago

72(t) and Solo 401(k) – Same Year

By brcwm 9 months ago

timing of Rolling In IRA to 401k to avoid pro rata

By Dan Lohmar 9 months ago

year of death RMD

By Laura Gutierrez 9 months ago