IRA Discussion Forum

60 day rollover question

By Jeremy Polk 10 years ago

NUA

By Robert Ervolina 10 years ago

Financial Institution Correcting Error with IRS

By JEFFREY SANDLER 10 years ago

ROTH Re-characterization and Reconversion

By John Fedchak 10 years ago

Non-deductible IRA

By Stephen Csenge 10 years ago

60 DAY ROLLOVER ONE DISTRIBUTION PER IRA ACCOUNT

By MARK ROSEN 10 years ago

10% excise tax

By Keith Smith 10 years ago

Estate as beneficiary

By R Michael Bonacorsi 10 years ago

Roth Conversion Question

By Jay Fong 10 years ago

NUA Basis Allocation after N2014-54

By James Blankenship 10 years ago

Qual. Joint and Survivor payout

By Jason Frank 10 years ago

Inherited IRA funds transfer to a Roth IRA

By Tim Saewert 10 years ago

Backdoor Roth in January, Rollover to new IRA later in year

By Andy Wagner 10 years ago

Excess IRA Contribution

By ShipsnGiggles 10 years ago

Trust named as beneficiary to deceased IRA and objective to change to Inherited IRAs for two sons as only trust beneficairies

By Gene Hartzell 10 years ago

Annuity IRA and 8606

By Courtney Adam 10 years ago

QCD expired?

By Jerilynn Blackstone 10 years ago

SoloK Assets for Roth and Pretax in Single UniK Account

By Michele Meyers 10 years ago

Beneficiaries of A Bene IRA question

By Mark Fletcher 10 years ago

IRA distribution indirect to 457 deferred compensation

By Brittany Koch 10 years ago

IRA Beneficiary as Trust. Can make into Inheritent IRA?

By Scott Myers 10 years ago

RMDs to Charity

By Nick Pappas 10 years ago

transfer of funds from trust account to 401K account

By Fred Cornelius 10 years ago

Spousal Inherited IRA

By Donald Withers 10 years ago

IRA eligibility

By ShipsnGiggles 10 years ago