IRA Discussion Forum

Conflicting advice on IRA distribution…Merrill Edge

By Clyde Acolita 9 years ago

rmd

By Robert Ervolina 9 years ago

Tax filings in the year of ROTH conversion

By Janice Milano 9 years ago

Excess Contributions to Roth IRA

By Jeffrey Matts 9 years ago

First RMD from inherited IRA

By Olha Shevchenko 9 years ago

QDRO in two pieces

By Stephen Csenge 9 years ago

SEP for an S-corp

By Bob Foland 9 years ago

contributions to 2 SEPs, totaling more than 53k

By Jay Edelman 9 years ago

Bene IRA to TIRA

By Wendy Mommaerts 9 years ago

conversion from a 401(k)

By Arthur Dicker 9 years ago

Inherited IRA Question

By Brian McGill 9 years ago

Decedent’s failure to re-title deceased spouse’s IRA, no RMD’s taken

By Olha Shevchenko 9 years ago

Likelihood of IRS Applying “Step Transaction” to Roth Conversion of Non-Deductible Contribution

By fairira 9 years ago

Converting Non-Deductible Contributions from Form 8606 to Roth

By n2b 9 years ago

SSI Disability, Kids on Medicaid, rcving 77M rollover pension

By Susan Lewis 9 years ago

Inherited IRA- non spouse beneficiary

By Barbara Kong 9 years ago

60 day rollover & roth conversion

By Mark Boujikian 9 years ago

inherited IRA and GST

By Charles Csakai 9 years ago

RMDs from IRA required while working

By Jody Howard 9 years ago

QDRO

By ShipsnGiggles 9 years ago

401(k) rollover – RMD

By ShipsnGiggles 9 years ago

QCD on verge of being made permanent

By Alan - IRA critic 9 years ago

IRA to Roth Conversion and Basis

By Todd Martin 9 years ago

Inherited IRA – proper titling if managed by guardian of estate of minor

By Greg Schumacher 9 years ago

SEP contribution to an ineligible employee

By Luane Culpepper 9 years ago