IRA Discussion Forum

Donor advised IRA QCD

By Katherine L. Maxwell 7 years ago

After QCD, can IRA be rolled over into a Roth IRA in the same year?

By Katherine L. Maxwell 7 years ago

Loan in default – how to handle tax consequences

By John Dimou 7 years ago

IRA to SIMPLE Transfer Allowed?

By Nathan Kastner 7 years ago

Not claiming tax free portion of CSRS annuity properly

By Sarah Murphy 7 years ago

QCD availability for TIRAs held in banks.

By Frank Miyamura 7 years ago

457 RMD

By Bob Foland 7 years ago

Should this TIRA distribution be on 2017 or 2018 1099-R?

By fairira 7 years ago

RMD’s Never Taken

By Ben Lipschitz 7 years ago

401(k) transfer to an IRA and RMD

By Tom Auty 7 years ago

Creating “spot” IRA for RMD purposes

By Robert Vashko 7 years ago

Roth Conversion from After-Tax 401(k)

By Jay P. 7 years ago

Simple IRA 5305 and notice to employee clarification

By Michael S 7 years ago

SIMPLE IRA transfer and the 2-yr. rule

By David Newbill 7 years ago

QCD supporting records

By Rusty Nelson 7 years ago

72t breaking one and starting a new one in same calendar year

By William Huddleston 7 years ago

Return of IRA Contribution with Earnings – Taxation

By David Diamond 7 years ago

Excessive deduction not excessive contribution

By Thomas Simmons 7 years ago

Rolling 401(k) aftertax funds to an IRA

By ShipsnGiggles 7 years ago

Qualified Charitable Distributions QCD question

By Rusty Nelson 7 years ago

Foreign corporation

By Tony 7 years ago

Clearing Confusion on client’s initial RMD

By Bill Monte 7 years ago

IRA Prohibited Transaction Fallout

By John Peterson 7 years ago

Incorrect RMD Taken

By Phyllis Davidson 7 years ago

401k withdrawal

By Carlos Freire 7 years ago