IRA Discussion Forum

Roth in plan conversions

By Scott Gorham 10 years ago

60 day rollover – > 70.5

By ShipsnGiggles 10 years ago

Using annuity to avoid RMD?

By Philip Detlefs 10 years ago

How much can we put into a SEP IRA?

By Philip Detlefs 10 years ago

Should we redo our taxes?

By Michael Eischen 10 years ago

UTMA Bene Designation Not Allowed

By Niki Sturm 10 years ago

60-Day Rollover Scenario

By Craig Gillen 10 years ago

In-Service Distribution (impact on NUA)

By ShipsnGiggles 10 years ago

Excess contribution and recharacterization

By ShipsnGiggles 10 years ago

Inherited IRA for a spouse

By Bradley Bofford 10 years ago

Titling IRA in Subtrust with separate trustee

By Honey Solomon 10 years ago

529 “Distribution” problem

By Misook Yu 10 years ago

Client Didn’t Take RMDs from a Beneficiary IRA

By Bob Foland 10 years ago

IRA contribution removal

By John Lugauer 10 years ago

IRA and 403b Contribution Limits

By Mario Paparozzi 10 years ago

Deductible Trad. IRA

By Julie Brangenberg 10 years ago

When does the 60 days start?

By Jody Howard 10 years ago

Retiring in Puerto Rico

By Doug Reed 10 years ago

Rolling IRA’s into 401(k) to Avoid RMD

By Saleah Hewitt 10 years ago

tax rate

By Rose Robins 10 years ago

Missed 2014 RMD

By Christopher McIntire 10 years ago

roth conversion timing question

By Ronald Birnbaum 10 years ago

457(b) Distributions and RMD’s

By Saleah Hewitt 10 years ago

NUA Reporting

By Keith Matthews 10 years ago

Beneficiary IRA RMD’s

By Janis Sleeter 10 years ago