IRA Discussion Forum

RMD from a Roth IRA that is not liquid

By Dave O'Riley 7 years ago

How to properly value income producing real estate in an ira for rmd distribution calculations

By Philip Capriotti Sr. 7 years ago

How to properly value real estate in an ira for rmd distribution calculations

By Philip Capriotti Sr. 7 years ago

Can Successor Beneficiary of 401k use Stretch (their Life Expectancy) while leaving in plan?

By Michele Von Hoven 7 years ago

Son Inherited 401(k) from Mother who she also inherited same company 40l(k) from her husband and did not do Spousal rollover

By Michele Von Hoven 7 years ago

confusion filling in lines on 5329

By John Williams 7 years ago

Roth transfer

By Rick Tenison 7 years ago

Rollover IRA

By Jason Hochstadt 7 years ago

Filing Form 5329 and 8606 without amending with a 1040X

By John Williams 7 years ago

Indexing Capital gains for inflation

By John Schwarz 7 years ago

Inherited TIRA

By Robert Wright 7 years ago

NQ Inherited after gains are distributed – recharacterization?

By Toby Hartley 7 years ago

401 K VS IRA/ROLLOVER

By Michael Scaraggi 7 years ago

Undocumented Immigrant

By Eduardo Arenas 7 years ago

Direct Rollover of 401K to IRA for over 70 1/2 QCDs

By Justin Whelan 7 years ago

TSA to an IRA from deceased spouse

By Douglas Bauerband 7 years ago

Penalty on early withdrawal on savings IRS revenue ruling 61-201

By Jeff dragon 7 years ago

2017 Roth Conversion/Re-Characterization & ACA Subsidy Credits

By Mitch 7 years ago

IRS re-certification of IRA RMD as gift to charity

By Michael Afflitto 7 years ago

Combining Inherited Roth IRAs

By Bob Foland 7 years ago

Combining Inherited Roth IRAs

By Bob Foland 7 years ago

Foreign Tax credit

By Rusty Nelson 7 years ago

State laws removing ex-spouse as beneficiary

By Dennis McConnell 7 years ago

401(k) Portable Into Simple IRA and Loan Repayment

By Dean Strom 7 years ago

Combining Two Beneficiary IRA’s Into One

By Dean Strom 7 years ago