IRA Discussion Forum

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

Rollover TSP and IRA from death

By Douglas Bauerband 1 month ago

Roth IRA Withdrawal- not 59 1/2

By Vickie Intriago 1 month ago

Bene IRA RMDs

By Matthew Ottusch 1 month ago

401k Roth conversion for a retiree if in-plan rollover is not allowed

By learner 1 month ago

Inherited IRA 10-year period RMDs

By Walter Gonzalez 1 month ago

Inherited IRAs

By Glenn Wager 1 month ago

Inherited IRA to ROTH?

By Liz Griffiths 1 month ago

How are existing 5 year clocks handled when transferring assets from one Roth IRA to another?

By Jim Tonchick 1 month ago

Inherited IRA to Spousal IRA

By Anthony Perrone 1 month ago

Undistributed RMD in year of death and RMD calculation for spousal rollover in 2025

By Mei Au 1 month ago

convoluted inheritance of 401k

By John J 1 month ago

Successor Bene IRA, spouse original beneficiary, life expectancy calculation and 10 year rule

By Dusty Hoetger 1 month ago

Roth 401(k)

By Richard Ernst 1 month ago

Exception to Early Withdrawal Penalty from 401k

By Jonathan Sard 1 month ago

IRA Recharacterization question

By Arun Ramasamy 1 month ago

NUA on 401k

By Douglas Bauerband 1 month ago