IRA Discussion Forum

IRA custodian in error? if so: responsible to correct error?

By p mc 7 years ago

IRA beneficiary is a Trust

By Mary Griffin 7 years ago

Is it possible to recharacterize a 401K to Roth Rollover of after-tax earnings?

By Gary Tompkins 7 years ago

Spousal Contribution to Traditional IRA

By Robert Ritchings 7 years ago

Simple IRA eligibility notice

By Michael S 7 years ago

SEP-IRA Contribution & Non-Deductible IRA Contribution & Roth Conversion in Same Tax Year

By Trey Isgrig 7 years ago

Funding a SEP IRA

By Donald Lindgren 7 years ago

Roth Conversion or Recharacterization Inquiry

By Kevin O'Hearn 7 years ago

My son’s Roth IRA Account

By Steven David 7 years ago

Nondeductible IRA conversion to Roth

By Miber Ico 7 years ago

Starting a new Roth IRA account

By Mahesh Garg 7 years ago

Roth beneficiaries MRD

By Theodore Osinski 7 years ago

Transfer benefits to older beneficiary prior to beneficiary finalization date

By Annette Rhodes 7 years ago

Basis rolled into 401k

By Mhotchkiss 7 years ago

Splitting an inherited IRA

By Bonnie Whyte 7 years ago

Does the use of form 5329 result in more inquiry letters from the IRS.

By Tim Escott 7 years ago

Backdoor Roth Conversion

By Diane Pearson 7 years ago

Combined inherited spousal IRA and own IRA, now what is RMD?

By Leslie Lammers 7 years ago

Roth transferred in error to a Tira, need help

By john wilson 7 years ago

Multiple Spousal Rollovers

By Stamatis (Matt) Valaes 7 years ago

ESOP into IRA

By Rob Johnson 7 years ago

Non-spouse bene IRA established as a Traditional IRA

By Wendy Mommaerts 7 years ago

recharacterization after changing trustees

By Charles Csakai 7 years ago

Preparing for a state Income tax Audit

By Steve Hagedorn 7 years ago

60 Day Rollover

By MIKE KRUCHTEN 7 years ago