IRA Discussion Forum

NUA earnings

By Uli Bittenbinder 1 year ago

Backdoor Roth 5 year rules

By Uli Bittenbinder 1 year ago

RMD to benes in year of death

By Beth Bollman 1 year ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 1 year ago

Roth 401(k) to Roth IRA

By Giri Lakshmi 1 year ago

SEP IRA Contribution Deadline

By Matthew Ottusch 1 year ago

60 days for indirect rollover

By Rebecca Hunninghake 1 year ago

Joint LIfe Table

By Wendy Mommaerts 1 year ago

Inheriting an IRA SPIA versus the 10-year rule?

By Paul McGillivray 1 year ago

Individual 401K Question

By Kevin O'Hearn 1 year 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