IRA Discussion Forum

1099-R Code 8 Subject to penalty?

By Jagates 8 years ago

50% penalty on undistribued RMD’s from inherited Roth IRA

By Norman Langlois 8 years ago

Roth Conversions / Recharacterization Strategy

By Ray Kaufman 8 years ago

IRA rollover

By james nichols 8 years ago

Simple IRA 2-year rule

By Jeff Beebe 8 years ago

Roth IRA

By Anthony Zalesky 8 years ago

Penalty for not taking NQ Annuity Stretch Payouts Timely

By Jagates 8 years ago

IRA Withdrawal/60 Day Rollover

By Alex Frazoid 8 years ago

Roth IRA Moved to a Trust

By Marina Ferrone 8 years ago

Conduit IRA Trust

By Honey Solomon 8 years ago

Naming beneficiary other than spouse

By Kevin Dempsey 8 years ago

Excess Roth Contribution, But already Contributed for Current Year

By Delete User 8 years ago

After tax contributions rolled over to Roth IRA

By Jon Welsh 8 years ago

401k with a Work Visa

By Mike Triana 8 years ago

Removal of Contribution…that shouldn’t have happened

By Krista McBeath 8 years ago

Trust as an IRA beneficiary

By David Smouse 8 years ago

Removal of excess contributions for previous years

By abura98 8 years ago

401k Beneficiary Per Stirpes

By Ray Kaufman 8 years ago

NUA

By Spencer Frank 8 years ago

How to do RMD calculation as non-spouse beneficiary

By A S 8 years ago

Designated and Non-Designated Beneficiaries

By James Bradley 8 years ago

401(k) to IRA rollover and RMD

By Michael Rosenberg, CPA 8 years ago

Simple + 401(k)

By Mary K. Dean 8 years ago

Missed RMD

By A S 8 years ago

IRA WITH AFTER TAX MONEY

By DOUGLAS Doremus 8 years ago