IRA Discussion Forum

Transfer of Qualified Pension Plan Portion to Inherited IRA (1099-R Question)

By Chris Stevenson 7 years ago

RMD Letter, Can You Please Tell Me If I Should Make Changes?

By A S 7 years ago

72t payment & disabiility

By Don Warnke 7 years ago

Erroneous 1099-Rs

By Bill Wright 7 years ago

NQ Stretch Annuity Clarificationa

By David Belk 7 years ago

Qualified charitable distributions

By William Koch 7 years ago

Delaying 403b RMD

By robert levine 7 years ago

Annuity to Charitable trust

By Douglas Bauerband 7 years ago

The 2-Year Rule for a SIMPLE IRA- direct transfer in?

By manning482 7 years ago

RMD’s

By Erwin Buck 7 years ago

Double Inherited IRA

By Bonnie Whyte 7 years ago

non spousal annuity with low cost basis to lead trust?

By Douglas Bauerband 7 years ago

Roth IRA Conversion for a deceased party

By Matthew Morea 7 years ago

RMDs

By Anthony Zalesky 7 years ago

rolling over after-tax monies from 401(k)

By Michael Porfido 7 years ago

mistaken transfer from IRA to Roth IRA

By Russell Meinen 7 years ago

If 2018 ira funded prior to marriage later in 2018 is it separate property?

By John Black 7 years ago

IRA to Solo 401(k)

By Michael S 7 years ago

RMD from ERISA 401k plan

By David Witter 7 years ago

Pro’s & Con’s of holding rental property in an IRA LLC

By Chris Connors 7 years ago

1099R and in-service conversion of after-tax contributions in 401k

By Susheel Yadav 7 years ago

NUA 2017 1099R

By George Somogyi 7 years ago

Rollover TSP

By jacob roldan 7 years ago

Filed 8606 but should not

By ret 7 years ago

Personally owned ROTH IRA, funded by employer

By Kerry Schepers 7 years ago