IRA Discussion Forum

Transfers and RMDs

By Jeff Watkins 10 years ago

RMD due for spouse in year of inheriting?

By Mark Wilson 10 years ago

Teacher Retirement Plans

By Jaime Suarez 10 years ago

“owner-only” 401(k)

By ShipsnGiggles 10 years ago

Can I convert recharacterized earnings?

By David White 10 years ago

QLACs

By Jason Hochstadt 10 years ago

RMD not taken beneficiary is Charitable organization

By Samuel Cutrara 10 years ago

IS THE 65 DAY RULE ALLOWED FOR A FINAL IRA DISTRIBUTION FROM A NON GRANTOR TRUST?

By Gertrude Resler 10 years ago

Traditional IRA to SIMPLE IRA?

By Kevin Zoltek 10 years ago

Obama care and Ira income

By Julie Brangenberg 10 years ago

1099R after 2/2/15

By CHARLIE STAMOS 10 years ago

Inherited IRA

By Eric Gilbert 10 years ago

Rollovers

By Robert Ervolina 10 years ago

W-2 Box 1 for Group Term Life Ins.

By Marie Bowers 10 years ago

RMD Penalties and interest

By Mhotchkiss 10 years ago

SEPP (Substantially Equal Periodic Payments)

By Joe Smith 10 years ago

Roth Distribution 10% penalty

By Brent Steiner 10 years ago

Inheriting a beneficiary IRA

By Jack Atkins 10 years ago

SEP IRA’s to Roth Converssions

By Terry Nelson, CFP, MS 10 years ago

FACTA (interaction with IRA Rollover

By ShipsnGiggles 10 years ago

one rollover rule

By monica ponce 10 years ago

amend 2010 to add 8606?

By Arthur Dicker 10 years ago

IRA beneficiary disclaiming

By Jon Heller 10 years ago

Client takes $$ from IRA for 30 days and then puts same amount back in

By Geoffrey Kasher 10 years ago

New Jersey taxation of 403(b) distributions

By Ben Meyer 10 years ago