IRA Discussion Forum

Roth Conversion in a different state

By Joe Williams 7 years ago

5 Year Rule for Beneficiaries

By Kirsten Sullivan 7 years ago

Roth IRA Eligibility

By Andy Reynolds 7 years ago

Consolidation of IRA’s

By William Simonette 7 years ago

Roth conversion mess. HELP!!!

By Josh Harmon 7 years ago

recognition of basis for IRA withdrawal- separate non-deductable account

By jerry Ransom 7 years ago

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