IRA Discussion Forum

Online 2014 contribution made on 4/14/2015 but electronically reversed

By Jerry Meyer 10 years ago

NUA Stock combined with NQ Stock of same company

By Mhotchkiss 10 years ago

In-Service Distribution (allocating pretax & after-tax dollars)

By ShipsnGiggles 10 years ago

401k to Roth 401k incactive employee

By Don Cameron 10 years ago

RMD Rule When A Distribution is Made Prior to age 70 1/2

By Stephen Early 10 years ago

RBD for family member employee of a 5% owner

By Mary Jean Wenzel 10 years ago

post age 55 distribution from Roth 401k

By David Mitchell 10 years ago

Post Tax 401k to ROTH

By Anthony Perrone 10 years ago

Inherited IRA from deceased beneficiary

By Jim Clark 10 years ago

IRA conversions to Roth

By Mario Paparozzi 10 years ago

401k After Tax In Service Withdrawal to Roth

By Heidi Davis 10 years ago

Tax on 401k distributions

By Mario Paparozzi 10 years ago

Traditional IRA and/or Beneficiary IRA RMDs

By John Boyle 10 years ago

RMD

By Rubina Hossain 10 years ago

SEP IRA – ER didn’t contribute to eligible employees

By Philip Detlefs 10 years ago

No IRA 10% penalty for excess contrib in 401k plan

By CHARLIE STAMOS 10 years ago

In re Roth IRA 5-taxable-year calendar

By Michael Kelsall 10 years ago

NUA (privately held stock)

By ShipsnGiggles 10 years ago

60-day rollover question

By Tom Brattain 10 years ago

IRA contribution made & no earned income

By Judy March 10 years ago

Excess 401k contributions

By Jody Howard 10 years ago

Client opened solo K.. Not the correct plan.. what can client do

By Geoffrey Kasher 10 years ago

Beneficiary IRA Rmd’s Correction

By Janis Sleeter 10 years ago

ROTH 457b

By Toby Hartley 10 years ago

72t transfers

By James Foulk 10 years ago