IRA Discussion Forum

Contributions to retirement plans for S-Corp

By Brian Smith 11 months ago

IRA funds are paid to the trust….

By Ed Ricketts 11 months ago

Trustee to Trustee Transfer

By Anthony Zalesky 11 months ago

disclaim IRA

By Jon Heller 11 months ago

Medallion Guarantee Signature – 529 to Roth IRA Transfer

By Ray Kaufman 11 months ago

Inherited 401k Rollover issue

By Jeanette LoPiccolo 11 months ago

2 Tier annuity can surviving spouse transfer to IRA in her name

By Marcia Miller 11 months ago

NUA earnings

By Uli Bittenbinder 11 months ago

Backdoor Roth 5 year rules

By Uli Bittenbinder 11 months ago

RMD to benes in year of death

By Beth Bollman 11 months ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 11 months ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 11 months ago

SEP IRA Contribution Deadline

By Matthew Ottusch 11 months ago

60 days for indirect rollover

By Rebecca Hunninghake 11 months ago

Joint LIfe Table

By Wendy Mommaerts 11 months ago

Inheriting an IRA SPIA versus the 10-year rule?

By Paul McGillivray 11 months ago

Individual 401K Question

By Kevin O'Hearn 11 months ago

How to calculate value of “lag year” earnings when they replace years of Zero earnings?

By Jim Wolf 11 months ago

IRA beneficiary

By gautam SHAH 11 months ago

can an inherited Roth IRA to a stretch eligible daughter, that has never had any money taken out, use the stretch based on her age?

By john matros 11 months ago

Beneficiary IRA and Qualified Charitable Distributions

By Abigail McNaney 11 months ago

Excess Contribution in SEP IRA

By brcwm 11 months ago

60 day rollover

By John J 11 months ago

Spouse inheriting an Inherited IRA and Roth IRA

By Justin Howard 11 months ago

Surviviving Spouse Beneficiary of IRA – elect to be treated as the deceased employee for purposes of the required minimum distribution – SECURE Act 2.0 Section 327

By Eric H Silverman 11 months ago