IRA Discussion Forum

Inherited Roth IRA

By Don Warnke 10 years ago

2014 contribution

By Gerald Summers 10 years ago

Inhertited 401(k) to IRA Rollover

By ShipsnGiggles 10 years ago

simple plans

By Jon Heller 10 years ago

First RMD Year – Straddle Distributions over Two Tax Years

By Ben Birken 10 years ago

roth 5 year

By Jon Heller 10 years ago

Two 401(k) accounts

By Robert Wright 10 years ago

Roth IRA Eligibility – married filing separately – ‘marriage penalty’

By Donald Marchand 10 years ago

Aggregating 401k rollover with existing IRA

By Sidney Poretsky 10 years ago

QLACs and Roth Conversions

By Robert Meyer 10 years ago

TIRA – Can a direct transfer to another custodian be characterized as a “Normal Distribution?”

By Genevieve Comfort 10 years ago

Max funding for sole proprietor

By Mhotchkiss 10 years ago

401 K

By Mark Holland 10 years ago

Roth IRA Conversion (taxes witheld)

By ShipsnGiggles 10 years ago

Spouse Is Not Sole Beneficiary

By MALLARY BLADO 10 years ago

Special Needs Trust as IRA Beneficiary

By Janis Sleeter 10 years ago

income riders on ira index annuities

By Richard Fritts 10 years ago

Disclaimers

By Richard Ernst 10 years ago

roth 401-k direct rollover to roth ira

By Thomas Sexton 10 years ago

SEP IRA eligibility

By nick sklenar 10 years ago

SEP and Traditional IRA (TIRA) conversion to Roth IRA and Form 8606

By unknown 10 years ago

IRA rolls into qualified plans

By MARK SKIBBE 10 years ago

distribution in kind from an IRA – holding period

By Arthur Dicker 10 years ago

Pre-tax dollars in 401k to a Roth IRA

By Alan Clopine 10 years ago

Spousal RMD – within12 months of spouse’s death

By Mary K. Dean 10 years ago