IRA Discussion Forum

Inheriting an IRA SPIA versus the 10-year rule?

By Paul McGillivray 12 months ago

Individual 401K Question

By Kevin O'Hearn 12 months ago

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

By Jim Wolf 1 year ago

IRA beneficiary

By gautam SHAH 1 year 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 year ago

Beneficiary IRA and Qualified Charitable Distributions

By Abigail McNaney 1 year ago

Excess Contribution in SEP IRA

By brcwm 1 year ago

60 day rollover

By John J 1 year ago

Spouse inheriting an Inherited IRA and Roth IRA

By Justin Howard 1 year 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 year ago

Family Trust as Roth IRA Beneficiary

By Jonathan Sard 1 year ago

Simple Contributions Question

By Kevin O'Hearn 1 year ago

Simple Contributions Question

By Kevin O'Hearn 1 year ago

SPIA Distributions Counting Towards RMDs

By Todd Kirsch 1 year ago

Roth Conversion 5 Year Rule (401k to Roth IRA)

By Giri Lakshmi 1 year ago

Overseas Pension from UK to IRA in US?

By Kelly Keltner 1 year ago

Trusteed IRA

By Dotti Graviet 1 year ago

Change IRA Contribution Year

By Katie Cottom-McMillan 1 year ago

Roth IRA as a 529 alternative

By Tracy Hawbaker 1 year ago

Non-Dependent Adult Child HSA

By joe fotz 1 year ago

403B RMD after rolling over to IRA

By Philip Detlefs 1 year ago

5 Year Clocks for Roth contributions and conversions

By Robert Wright 1 year ago

529 conversion to Roth for a beneficiary living abroad

By Diane Stack 1 year ago

QCD vs Traditional Charitable Donation

By S Roy 1 year ago

Roth IRAs for Minors

By karin Tyson 1 year ago