IRA Discussion Forum

Non-spouse beneficiary of an immediate annuity

By Ponni Nainar 9 years ago

How to handle non spouse inherited IRA from Estate IRA

By Marjorie Determan 9 years ago

Bankruptcy

By Denise Sowell 9 years ago

In service 60 day rollover from a SIMPLE IRA

By Richard Frontera 9 years ago

Roth Recharacterizing a non-traded real estate IRA.

By Ronald Birnbaum 9 years ago

Spouse 15yrs younger

By Wendy Mommaerts 9 years ago

cost basis on annuity with respect to NJ inheritance tax

By Douglas Bauerband 9 years ago

Combining Qualified Funds Fixed Index Annuity RMDS IRA

By Don George 9 years ago

Changing IRA bene while still married

By Josh Self 9 years ago

Guidant Financial (C-Corp inside an IRA)

By Amanda Miniutti 9 years ago

Can Spouse owned beneficiary IRA roll to Spouse’s own IRA?

By Aaron Tanner 9 years ago

RMD from an assumed account

By Rockey Tripodi 9 years ago

Non-Qualified annuity.. Change annuitant husband to wife?

By John Priebe 9 years ago

SEP IRA

By Matthew Morea 9 years ago

UBTI

By Janis Sleeter 9 years ago

401K 1st Year RMD and timing of rollover to IRA

By Christopher Combs 9 years ago

Restrictions on Rira

By Richard Partin 9 years ago

Many years of missed RMDs, now deceased

By Dewey Engelsma 9 years ago

Avoiding Penalty With Early Withdrawal From IRA’s

By Amy Allen 9 years ago

double tax on inherited money for State and beneficiary?

By Douglas Bauerband 9 years ago

SIMPLE Plans – ERISA

By Wendy Mommaerts 9 years ago

SEP IRA contribution of stock

By Suzanne Csanyi 9 years ago

60 day IRA rollover issue

By Alan Meckler 9 years ago

RMD requirement for spouse

By Len Coris 9 years ago

IRA to 403B

By john garcia 9 years ago