IRA Discussion Forum

RMD to charity

By MIKE KRUCHTEN 7 years ago

Divorcing – doing a partial Transferring of Assets to ex-spouse from my Traditional Rollover IRA that has some After-Tax funds)

By Rob Layman 7 years ago

Do I need to file a 8606 for this? (Direct Transfer from 401-k to Rollover IRA account which included some After-Tax funds)

By Rob Layman 7 years ago

Conduit Trust

By Joy Soulier 7 years ago

Inherited IRA’s

By Greg Pierce 7 years ago

RMDs for Surviving Spouse in Future Years?

By Steve Benjamin 7 years ago

2017 IRA Contribution Lost in Mail

By Mick Murray 7 years ago

Borrowing Money from a Non-Spousal Beneficiary IRA

By Sidney Poretsky 7 years ago

Non Roth After Tax Contributions paired with In Plan Roth Conversion

By Brian Devers 7 years ago

screwed up my 2017 SEP contrabution

By Steve Rubenzer 7 years ago

Postal Retirement options

By Zachariah Hammel 7 years ago

IRA in an IRRevocable Trust due to death of the Grantor

By Thomas Space 7 years ago

Running afoul of the once-per-year rollover rules

By Nathan Kastner 7 years ago

Viatical Settlement In IRA

By Eric Fuhrman 7 years ago

Death Benefit Options for Trust Beneficiary of Qualified Annuity?

By Audrey Mushinsky 7 years ago

After tax 401k to Roth IRA ACP test failure

By John Wright 7 years ago

5 year rule on ROTH distributions

By John Bannan 7 years ago

Satisfying the Roth Five-Year Rule

By Bob Foland 7 years ago

Roth distribution before 59.5

By Michael Eastham 7 years ago

RMD Not Yet Taken in Year of Death

By Janette Gut 7 years ago

72T Plan Question

By Kevin O'Hearn 7 years ago

70 1/2 IRA with RMD’s roll to Company 401k?

By Phil Corbett 7 years ago

How to correct excess ROTH contributions made in 2006, discovered in 2018

By Margery Perko 7 years ago

2 Indirect Rollovers

By Mhotchkiss 7 years ago

Canadian trustee for IRA

By Elaine Ercolini 7 years ago