IRA Discussion Forum

Estate as IRA Beneficiary

By Bob Foland 8 years ago

deferred annuity contracted not held by natural person 72(u)

By Ponni Nainar 8 years ago

Roth Recharacterization Tax Reporting

By Bryan Totri 8 years ago

Charitable RMD

By Aryn Sands 8 years ago

72t Partial Transfer

By Michael Eischen 8 years ago

Inherited Minor IRA transfer

By Fred Cornelius 8 years ago

roth ira

By David Hogan 8 years ago

Estimated Taxes RMDs

By Don George 8 years ago

1099-R for non-qualified joint annuity ownership change

By David Mitchell 8 years ago

transfer

By Rose Robins 8 years ago

SEP plan for SMLLC

By Stephen Allen 8 years ago

Failed Roth Conversion Options

By Troy Messier 8 years ago

Exception to the 59 1/2 rule from 401k

By Mike LaRose 8 years ago

NUA Decision

By Brian Ditton 8 years ago

Final Dist of Inherited IRA titled as spouse beneficiary

By David Castelli 8 years ago

Solo 401k activity reporting requirements

By Kevin Zoltek 8 years ago

aggregation capabilities for gmib payouts on index annuities

By Richard Fritts 8 years ago

Roth IRA Contribution eligibility

By Patrick McGinty 8 years ago

401k after-tax to Roth leaving some balance in plan

By David Mitchell 8 years ago

SIMPLE IRA Portability – Handled as a Rollover or Transfer?

By Bonnie Sjostrom 8 years ago

RMD question death of surviving spouse

By ShipsnGiggles 8 years ago

401(k) rollover – RMD question

By ShipsnGiggles 8 years ago

What to do with Inherited IRA?

By Ran White 8 years ago

IRA

By Linda Della Rocca 8 years ago

NUA Qualification/2 Triggering Events

By Robin Ross 8 years ago