IRA Discussion Forum

Solo 401k Trust Plan Establishment Deadline 2024

By Elizabeth Dunbar 1 month ago

Spousal inherited IRA to take withdrawals prior to 59.5 then rollover to own IRA later

By Eric Smith 1 month ago

Taxable Roth IRA Distribution and Tax Due

By brcwm 1 month ago

Pro Rata Rule clarification

By Nicholas Magers 1 month ago

Tradisional Individiual Retirement Account and Mutual Fund

By Linda Lund 1 month ago

Inherited Roth BDA Question

By Kevin O'Hearn 1 month ago

MISSED RMDs

By Wendy Mommaerts 1 month ago

Solo 401k Contribution

By IRAQuestion5 1 month ago

529 Account Child Beneficiary to 529 Self Beneficiary to Self Roth IRA Conversion

By Rag Rud 1 month ago

Roth IRA Liquidation to MAPT – Worth It to Avoid Medicaid Spend-Down and Protect Heirs?

By Robert McGuirk 1 month ago

“Still Working” exception and death before RBD

By Alex Kim 1 month ago

1035 EXCHANGE AFTER OWNER/ANNUITANT CHANGE

By Daryl Phillips 1 month ago

Excess Contribtions 2020-2023

By Nina Hanna 2 months ago

IRA to HSA Rollover

By Greg Middendorf 2 months ago

IRA transfer to solo 401k

By abraham boznick 2 months ago

Urgent help needed with Inherited IRA RMD

By Liam Timmons 2 months ago

sales of stock 2 months after date of death

By Michael Handzo 2 months ago

New proposed 1099R distribution code Y for QCDs

By Alan - IRA critic 2 months ago

529 to Roth IRA Rollover

By Matthew Ottusch 2 months ago

Solo(k) deadline for employee & employer contributions

By Todd Marquardt 2 months ago

recharacterization followed by a conversion

By Christopher Combs 2 months ago

Deceased 2025 RMD Surviving Spouse

By Julie Brangenberg 2 months ago

60 day rollover

By Lay Huang 2 months ago

RMD for deceased taxpayer

By David Muldowney, Jr 2 months ago

Missed RMD’s Pre-Secure Act rules.

By Kevin O'Hearn 2 months ago