IRA Discussion Forum

Trustee to Trustee Transfer

By Anthony Zalesky 1 month ago

disclaim IRA

By Jon Heller 1 month ago

Medallion Guarantee Signature – 529 to Roth IRA Transfer

By Ray Kaufman 1 month ago

Inherited 401k Rollover issue

By Jeanette LoPiccolo 1 month ago

2 Tier annuity can surviving spouse transfer to IRA in her name

By Marcia Miller 1 month ago

NUA earnings

By Uli Bittenbinder 1 month ago

Backdoor Roth 5 year rules

By Uli Bittenbinder 1 month ago

RMD to benes in year of death

By Beth Bollman 1 month ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 1 month ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 1 month ago

SEP IRA Contribution Deadline

By Matthew Ottusch 1 month ago

60 days for indirect rollover

By Rebecca Hunninghake 1 month ago

Joint LIfe Table

By Wendy Mommaerts 1 month ago

Inheriting an IRA SPIA versus the 10-year rule?

By Paul McGillivray 1 month ago

Individual 401K Question

By Kevin O'Hearn 1 month ago

How to calculate value of “lag year” earnings when they replace years of Zero earnings?

By Jim Wolf 1 month ago

IRA beneficiary

By gautam SHAH 1 month ago

can an inherited Roth IRA to a stretch eligible daughter, that has never had any money taken out, use the stretch based on her age?

By john matros 1 month ago

Beneficiary IRA and Qualified Charitable Distributions

By Abigail McNaney 1 month ago

Excess Contribution in SEP IRA

By brcwm 1 month ago

60 day rollover

By John Jawor 1 month ago

Spouse inheriting an Inherited IRA and Roth IRA

By Justin Howard 1 month ago

Surviviving Spouse Beneficiary of IRA – elect to be treated as the deceased employee for purposes of the required minimum distribution – SECURE Act 2.0 Section 327

By Eric H Silverman 1 month ago

Family Trust as Roth IRA Beneficiary

By Jonathan Sard 1 month ago

Simple Contributions Question

By Kevin O'Hearn 1 month ago