IRA Discussion Forum

Request to CORRECT 1099-R Roth Conversions (Calendar Year)/R-Recharacterization (Before October 15; A Roth ‘Combo’)

By Bill Vic 8 years ago

Working past age 70 1/2 and 401k

By Kathy Waterman 8 years ago

TIRA Distribution to An HSA

By Jed Stander 8 years ago

SEP IRA Termination

By Andy Reynolds 8 years ago

Erroneous IRA ACATS transfer between brokers

By Perry Piazza 8 years ago

No named beneficiaries on IRA SEP – default rule and court order

By MW Clayton 8 years ago

Disability Income

By Jennifer Poole 8 years ago

5498 Error Follow up

By Cheryl Van Beek 8 years ago

5498 Clarification

By Cheryl Van Beek 8 years ago

RMD from a SEP IRA

By Peter Hall 8 years ago

How to Correct these 5498 Errors

By Cheryl Van Beek 8 years ago

Beneficiary IRAs

By Bob Lagonegro 8 years ago

IRA Rollover

By Anthony Zalesky 8 years ago

Foreign Earned Income and Traditional IRA Contribution

By Karen Elise Kilbride 8 years ago

Rollover Trust IRA To Surviving Spouse IRA

By Tom Rea 8 years ago

Transfer after tax IRA into 401K rolled over IRA

By Tai Do 8 years ago

Inheriting an Inherited IRA

By Kevin Dempsey 8 years ago

Making a SEP IRA contribution to a TIRA.

By Andrew Spitz 8 years ago

Transferring an inherited IRA to a grantor trust

By John Laster 8 years ago

NJ Creditor Protection for IRAs

By Jason Hochstadt 8 years ago

beneficiary after remarriage

By Ken Hajdik 8 years ago

Use of HSA to Pay Healthcare Premiums

By Jed Stander 8 years ago

Not eligible for qualified plan deduction

By Keith Toussaint 8 years ago

Substantial age difference/RMD in divorce settlement

By MARK SKIBBE 8 years ago

After-Tax Retirement Plan where participation began 30 years ago

By Craig LeBouef 8 years ago