IRA Discussion Forum

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

RMD Year End Value…

By Wendy Mommaerts 10 years ago

401k

By Richard P. Musko 10 years ago

IRA

By Gerald Summers 10 years ago

Income deferral through a RSA- 1 plan (Admended)

By Jennifer Poole 10 years ago

Beneficiary IRA

By Richard Stumpf 10 years ago

IRA owning a Fractional Life Settlement

By Keith Youngren 10 years ago

non spousal inherited IRA RMD

By Thomas Wilding 10 years ago

401k distribution direct to a roth

By Denise Dawson 10 years ago

Which Old Retirement Plan Records Can Be Safely Shredded Now?

By fairira 10 years ago