IRA Discussion Forum

2 Year Rule with SIMPLE IRAs? Why?

By JOHN PETERS 8 years ago

60-Day Rollover scenario

By Alan Schapire 8 years ago

IRA distribution into a ROTH IRA

By Steven Leib 8 years ago

SEP IRA–Contribution

By Jennifer Poole 8 years ago

Ira contrbution for 2016 for a deceased individual in 2017

By James E Cobb 8 years ago

401k Move After 70 1/2

By Ryan Hobbs 8 years ago

Roth Contribution to a Roth Conversion IRA

By Jay P. 8 years ago

holding requirement for after-tax contributions moved to Roth IRA

By Jason Frank 8 years ago

In-Service Distribution Over 70.5

By Ryan Smith 8 years ago

deduction for restocking fee on new car return

By Christopher Jones 8 years ago

Roth Re- Characterization

By Don Cameron 8 years ago

401k/non-spousal beneficiary

By Michael Eastham 8 years ago

Unauthorized Beneficiary Change

By Todd Martin 8 years ago

Tax on Roth Conversion/Recharacterization

By Don Cameron 8 years ago

Erroneous 401k Beneficiary Distribution (rollover intended)

By t bowman 8 years ago

Withdrew 30K in a deferred Traditional IRA and Lost 150K in ’16. Deduction?

By Christopher Jones 8 years ago

Non-Spouse Inherited BDA Roth IRA

By malcolm orland 8 years ago

RMD After Divorce

By Andy Reynolds 8 years ago

RMD reported on 1041

By Cheryl Altieri 8 years ago

Can an Inherited IRA be converted to a ROTH?

By David McIntee 8 years ago

QCD

By Bob Foland 8 years ago

QCD

By Bob Foland 8 years ago

Inherited IRA

By Sandra Owens 8 years ago

IRA with Trust as beneficiary

By Gerald Spaniol, CPA 8 years ago

Inherited IRA

By Charles Davis 8 years ago