IRA Discussion Forum

Pension Roller for client over the age of 70 1/2.

By Robert Witt 9 years ago

Decreciation Percentage for a rental property turned homestead

By Michael Eischen 9 years ago

401k rollovers to IRAs with pre tax & after tax dollars combined

By George W Smith IV 9 years ago

Limit on Roth Conversions

By Sharon williams 9 years ago

IRA Rollover (RMD not taken)

By ShipsnGiggles 9 years ago

QDRO

By ShipsnGiggles 9 years ago

Limits on recharacterizations of transfers/rollovers

By abura98 9 years ago

Roth Conversion of an Individual Retirement Annuity

By Mike Murphy 9 years ago

10 YEAR AVERAGING

By EDWARD HELM 9 years ago

foreign beneficiary of ira-cd..good idea or not?

By peter juodikis 9 years ago

Taking RMD from Beneficiary IRA

By Dennis Lee 9 years ago

Opening a new IRA account while taking 72t SEPP distributions from another account

By James Peterson 9 years ago

Make a 2015 IRA Contribution at the end of 2014?

By Mark Whittaker 9 years ago

SEP IRA

By Judy March 9 years ago

NUA on 401k company stock

By Douglas Bauerband 9 years ago

2 401k’s – how do you rollover both with 1 rollover rule

By Douglas Bauerband 9 years ago

iNHERTED 403B & 5-YR RULE

By Douglas Bauerband 9 years ago

ESOP Diversification

By Jeffrey Wilson 9 years ago

Inherited IRA Distribution by Non Spouse 10% Penalty?

By Geoffrey Kasher 9 years ago

Wife dies prior required beginning date. RMD’s required?

By Don Hutson 9 years ago

401k to IRA rollover, when does RMD start

By Richard Stumpf 9 years ago

Non-spouse beneficiary’s choice to make?

By Tom Reiter 9 years ago

Inheriting and ESOP

By Philip Detlefs 9 years ago

IRA Rollover of After Tax Pre-1987 401(k) Assets

By Allan S 9 years ago

IRA Transfers due to Divorce

By Susan Boling 9 years ago