IRA Discussion Forum

Disclaiming retirement plan account to non named contingent

By Daryl Phillips 8 years ago

Inheriting an IRA from a Spouse – Treat as Beneficiary or Owner?

By Glenn Andrade 8 years ago

In-Plan Roth Conversion Counts Toward the RMD?

By Steve Benjamin 8 years ago

Employer wants to change from a 403b to a SIMPLE plan in March

By Mary Gies 8 years ago

spousal IRAs

By Douglas Broome 8 years ago

Required Mandatory Distribution (RMD) tax reporting/forms

By Diane Connolly 8 years ago

Preventing Unclaimed Non Spousal Inherited IRAs from Escheatment

By kat manager 8 years ago

5498 “Contributions” on Inherited IRA

By Cheryl Van Beek 8 years ago

2016 RMD not taken

By Mike LaRose 8 years ago

KEEPING IRS HAPPY

By CARROLL WILLIAMS 8 years ago

Trust Owned Inherited IRA

By Josh Harmon 8 years ago

complex question re should elderly parents convert IRAs

By robert axelrod 8 years ago

5% owner over 70.5 & Contributions

By Nick Pappas 8 years ago

Qcd payments

By Maria Difalco 8 years ago

ESOP Rollover

By Tony Paper 8 years ago

Same Sex Spouses – Spousal IRA

By Andy Reynolds 8 years ago

Failure to take RMD in year of death

By Len Metkowski 8 years ago

Move 403B to HSA

By Jeff Frahm 8 years ago

Net unrealized appreciation and time lmit

By DIANE DAVIS 8 years ago

Eligibility to make Non-Deductible Trad. IRA Contribution

By Andy Reynolds 8 years ago

Non-Spousal Inherited IRA

By Ron Bernat 8 years ago

NQ Annuity distribution

By Don Warnke 8 years ago

Separate 1099Rs for Different Divisors?

By Cheryl Van Beek 8 years ago

Non spouse beneficiary

By Robert Bytner 8 years ago

Tax Treatment of NUA Stock which declines in value after Distribution

By Andrew Zahn 8 years ago