IRA Discussion Forum

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

IRA to Roth conversion, does it make sense?

By David Smouse 7 years ago

RMD from 401k when divorced

By Barry Weprin 7 years ago

Defaulted 401k Loan and NUA

By Robin Ross 7 years ago

Maximum Roth contribution for joint filers

By John Furrer 7 years ago

IRA to Roth Conversion 5-year period

By David Smouse 7 years ago

Roth IRA recharacterization complication

By Christopher Battiste 7 years ago