IRA Discussion Forum

Inherited IRA: Calculating RMD’s when originated from a trust

By Celine Pastore 8 years ago

Roth Contributions

By Mobey 8 years ago

Rollover to Roth IRA from Teacher’s Retirement System Excess Contribution Refund

By Julie Brangenberg 8 years ago

Non-spouse inherited IRA, taking more than RMD before 59.5 – penalty?

By Robert Bracey 8 years ago

in-kind transfer

By Rose Robins 8 years ago

Guidance on if a SIMPLE contribution will net out earned income for Roth contributions

By Anthony Capristo 8 years ago

If RMD check has been written to, but not physically received by, account holder by 12/31 of required year, is it safe from IRS

By Cheryl Van Beek 8 years ago

Planning for 2017 Roth

By CARROLL WILLIAMS 8 years ago

one rollover into two different IRAs

By David Mitchell 8 years ago

60 Day Rule

By James Arnold 8 years ago

Beneficiary Ira for Younger Spouse

By Brian Bishop 8 years ago

Indirect IRA rollover

By William Lawrence 8 years ago

Inherited IRA – Distribution

By Stephen Hodson 8 years ago

RMD calculation

By Steve Hagedorn 8 years ago

IRA In a Trust

By William Scarfia 8 years ago

Non-spousal beneficiary of Company Plan

By Rod Hare 8 years ago

inherited inherited IRA rules

By Fred Cornelius 8 years ago

Is it Better to Figure RMD Yourself or Let Custodian Do it?

By Cheryl Van Beek 8 years ago

Is it generally safer to let the Custodian (a bank) figure the RMD?

By Cheryl Van Beek 8 years ago

Which of these forms is preferable for a beneficiary who wants to figure their own RMD each year?

By Cheryl Van Beek 8 years ago

Broker doesn’t know enough to get conversions right.

By Kenneth Griffith 8 years ago

Is a Traditional IRA inherited from a decedent by an individual non spouse beneficiary the same as a Simple IRA?

By Cheryl Van Beek 8 years ago

Should all RMDs from Inherited Trad. IRAs to a Non spouse Beneficiary be coded by Custodian as Death Distributions?

By Cheryl Van Beek 8 years ago

Inherited Inherited IRA

By Alvin Clay 8 years ago

” Not having the IRA box checked may have an adverse tax affect with some tax programs?”

By Cheryl Van Beek 8 years ago