IRA Discussion Forum

Can “excess deductions” from the Civil Service Retirement System be rolled over into a Roth IRA?

By Jack Thomas 8 years ago

Annuity Withdrawals

By James Arnold 8 years ago

Tax Planing Strageties for Coordinating IRA Distributions and Social Security Income

By Larry Lightfield 8 years ago

Best method to convert 457 to ROTH after retirement

By D Rockwell 8 years ago

What does this stand for…..

By tara wright 8 years ago

Recharacterizations

By Kelly Cordes 8 years ago

IRA transfer from estate, via pour-over will to trust, then to beneficiaries

By Edward Janecek 8 years ago

custodial agreement library

By tara wright 8 years ago

Housing Allowance

By Jennifer Poole 8 years ago

Federal Estimated Taxes

By Jane Ackerman 8 years ago

Custodial Document

By tara wright 8 years ago

Look Thru Trust / Qualified Trust

By MIKE KRUCHTEN 8 years ago

Roth Distribution and Form 8606

By MIKE KRUCHTEN 8 years ago

IRA Annuity RMDs

By Jan Hundrieser 8 years ago

NUA & after tax money

By Alyssa McMahon 8 years ago

Spouse bene. of husbands IRA, under 59 1/2

By Julie Brangenberg 8 years ago

Non Spousal Beneficiary of a Roth IRA

By Dwayne Adams 8 years ago

IRA conversion to HSA

By Michael Mooney 8 years ago

Roth Conversion in stages and the five year holding period

By Dwayne Adams 8 years ago

Obtaining a copy of deceased fathers IRA beneficiaries

By Marija Kovacevic 8 years ago

Rolling $$$ back out of a 401K

By Andy Redman 8 years ago

Partial year 401k Contribution, Full year salary/severance pay

By Katherine L. Maxwell 8 years ago

IRA into 401k to defer RMD’s

By Michael Eastham 8 years ago

IRA Wdrawal for Spouse’s Disability

By Andrea Gherini 8 years ago

Inherited IRA

By Michael Piotrski 8 years ago