IRA Discussion Forum

Non-spousal beneficiary of Company Plan

By Rod Hare 8 years ago

inherited inherited IRA rules

By Fred Cornelius 8 years ago

Is it Better to Figure RMD Yourself or Let Custodian Do it?

By Cheryl Van Beek 8 years ago

Is it generally safer to let the Custodian (a bank) figure the RMD?

By Cheryl Van Beek 8 years ago

Which of these forms is preferable for a beneficiary who wants to figure their own RMD each year?

By Cheryl Van Beek 8 years ago

Broker doesn’t know enough to get conversions right.

By Kenneth Griffith 8 years ago

Is a Traditional IRA inherited from a decedent by an individual non spouse beneficiary the same as a Simple IRA?

By Cheryl Van Beek 8 years ago

Should all RMDs from Inherited Trad. IRAs to a Non spouse Beneficiary be coded by Custodian as Death Distributions?

By Cheryl Van Beek 8 years ago

Inherited Inherited IRA

By Alvin Clay 8 years ago

” Not having the IRA box checked may have an adverse tax affect with some tax programs?”

By Cheryl Van Beek 8 years ago

one more NUA question

By Arthur Dicker 8 years ago

Couple of IRA rollover questions

By Deena Wagner 8 years ago

Roth IRA distribution and Form 8606 requirement to Tax Return

By Frank Miyamura 8 years ago

72t

By Krista McBeath 8 years ago

Beneficiary Inheritance distribution options

By Anthony Perrone 8 years ago

Keogh Rollover to IRA ruled non permissible

By Toby Hartley 8 years ago

NUA question

By Arthur Dicker 8 years ago

Does the title of the new inherited IRA need to include the word “IRA?”

By Cheryl Van Beek 8 years ago

Does this distribution need to include the word “IRA” anywhere on the check or stub?

By Cheryl Van Beek 8 years ago

best time to retire

By Michael Porfido 8 years ago

2016 MFJ Roth Income Limits

By Richard Rea 8 years ago

RMD in year of death over 70 1/2 trust is beneficiary

By Michael Kierzynski 8 years ago

Account was opened as a bene ira instead of rolled into existing ira

By Stephen Csenge 8 years ago

Inherited IRA – No RMD’s taken to date

By Sandra Owens 8 years ago

IRA for nonresident alien

By Arthur Dicker 8 years ago