IRA Discussion Forum

10-Year Rule for inherited Roth 401(k)

By Mike Harris 1 month ago

401(k) plan excess rollover

By Sten Lindquist 1 month ago

Spouse inherits deceased husband Roth IRA

By BruceM 1 month ago

Excess Roth contribution 2023 – removed with earnings in 2025

By B Smith 1 month ago

Roth 5yr rule with 410k Roth

By Douglas Bauerband 1 month ago

IRA Contribution Error Correction

By Lisa Krall 1 month ago

Return of Excess Question

By Kevin O'Hearn 1 month ago

Solo Roth 401K plan

By D S 1 month ago

Double Inherited IRA BDA

By Kevin O'Hearn 1 month ago

Spousal IRA RMD

By Greg Middendorf 1 month ago

Solo 401(k)

By John Nielsen 1 month ago

Active Participation preventing deduction of IRA contribution

By William Waltermire 1 month ago

Splitting a trust (see-through) if the sole trust beneficiary dies

By Diane Goldstein 1 month ago

Inherited IRA

By Anthony Perrone 1 month ago

Inherited IRA

By Anthony Perrone 1 month ago

NUA from a Bene 401K

By Philip Summers 1 month ago

After tax 401k contributions vs. Roth contributions

By Robert Roselli 1 month ago

Do restorative payments need to go through a custodian when they are deposited into a retirement account?

By Jen Smith 1 month ago

After-tax contributions in a 401k. Pro-rata rules apply?

By Alan Fishman 1 month ago

IRA Rollover

By ShipsnGiggles 1 month ago

Disposition of assets in probated IRA inherited by a trust

By LJ Camm 1 month ago

Opening and Funding a Minor Roth IRA

By Trent Lakes 1 month ago

Roth IRA / Conversion

By Matt Mason 1 month ago

Roth Conversion – Paying Federal Taxes and Underpayment Penalty

By Donald Diotallevi 1 month ago

401(k) after tax conversion to Roth IRA

By ufleming 1 month ago