IRA Discussion Forum

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

Family Trust as Roth IRA Beneficiary

By Jonathan Sard 11 months ago

Simple Contributions Question

By Kevin O'Hearn 11 months ago

Simple Contributions Question

By Kevin O'Hearn 11 months ago

SPIA Distributions Counting Towards RMDs

By Todd Kirsch 11 months ago

Roth Conversion 5 Year Rule (401k to Roth IRA)

By Giri Lakshmi 11 months ago

Overseas Pension from UK to IRA in US?

By Kelly Keltner 11 months ago

Trusteed IRA

By Dotti Graviet 11 months ago