IRA Discussion Forum

Roth conversion before taking rmd

By arun parikh 11 months ago

NUA – Holding Period for LTCG

By David L. Dunn, CPA/PFS, CFP® 11 months ago

Prior Years Excess Roth

By steve jackson 11 months ago

QCD and Backdoor Roth Same Year

By Barry Dreayer 11 months ago

SIMPLE IRA contribution deadline

By Charles Foster 11 months ago

2 questions

By Robert Roselli 11 months ago

Inherited Ira-potential conversion

By MICHAEL DUBIN 11 months ago

Roth conversion/ estimated taxes

By Richard Nelson 11 months ago

Cost basis (principal) for Roth IRA rolled over from Roth 401K

By Keith Kim 11 months ago

Excess removal earnings penalty waiver

By Sten Lindquist 11 months ago

NUA Trigger Event

By Vickie Intriago 11 months ago

Inherited IRA distribution 2024

By Vickie Intriago 11 months ago

Individual 401k

By Larisa Kutac 11 months ago

Roth 5 yr rules

By AlaskaMike 11 months ago

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