IRA Discussion Forum

Roth conversion tax penalty for under payment

By Barbara Lane 7 years ago

Is there a maximum age limit for annuities ?

By Jose Estrella 7 years ago

IRA for member of religious order who opted out of FICA

By Jeff Beebe 7 years ago

SEP Annuity and IRA basis

By Bruce Thorkildsen 7 years ago

Basis of IRA’s

By MARK CLELAND 7 years ago

Net income attributable to excess Roth contribution

By Ryan Smith 7 years ago

IRA contributions – Over 70.5 years old

By Janis Sleeter 7 years ago

Inherited IRA – 60 day Rollover

By Stephen Emanuels 7 years ago

ROTH CONVERSION 5 Year rule

By Paul Schmidt 7 years ago

Roth Recharacterization

By Brian Kuhn 7 years ago

Backdoor Roth 401k Maximum Contribution Calculation

By Jonathan Sard 7 years ago

403B final distribution –

By Lin Brand 7 years ago

Excess Contributions

By Trevor Madding 7 years ago

IRA Basis?

By Jeremy Lucas 7 years ago

Missed RMD

By Michael Kierzynski 7 years ago

NUA and in-plan conversion of “after tax” into ROTH

By abraham boznick 7 years ago

QCD from a 457 plan

By Stephen Farber 7 years ago

First Time Home Buyer

By Brian Kuhn 7 years ago

990T IRA UBI loss carryforwards, where to report?

By joseph dondalski 7 years ago

SEP and SIMPLE IRA

By Ben Fredlake 7 years ago

IRA contribution deduction/questionable 401K participant

By Susan Moffatt 7 years ago

RMD and annuity accumulation value versus Income Rider value

By Larry Bryant 7 years ago

Transfer of IRA assets in a Community Property State -CA

By John Cheung 7 years ago

SPIA as IRA and whether withdrawals count as RMDs

By Michael Jones 7 years ago

Roth IRA Recharacterization

By Jonathan Sard 7 years ago