IRA Discussion Forum

60 day withdrawal and return rule

By Bob Lloyd 11 years ago

Death during direct rollover

By Keith Matthews 11 years ago

Qualified Charitable Distribuitons

By Nick Pappas 11 years ago

Broker put rollover funds into existing 72t account

By Ann Pham 11 years ago

Missed 4/1/2014 deadline for first RMD. What to do now?

By Brent Gindelberger 11 years ago

401k to IRA rollover….was it a mistake?

By Lawrence Weber 11 years ago

RMD After Death

By David L. Dunn, CPA/PFS, CFP® 11 years ago

Back door Roth tax question

By Mike LaRose 11 years ago

IRA – Question about disbursements from Refinance proceeds

By CHEONG AU 11 years ago

5498s

By unknown 11 years ago

1 Rollover rule and IRA/SEP IRA Roth conversion

By unknown 11 years ago

Calc of RMD for multiple bene when IRA split year following DOD

By Howard Hook 11 years ago

NUA and 401k

By Jon Bertus 11 years ago

Trust (as IRA Beneficiary)

By ShipsnGiggles 11 years ago

Client dies & satisfies a portion of his 2014 RMD…

By Wendy Mommaerts 11 years ago

Stupid Rollover IRA question

By Eric Woodfill 11 years ago

Trust as IRA bene

By Mark Sorensen 11 years ago

60 day rollover in same year as rollover directly from 401k

By Julie Brangenberg 11 years ago

Multiple excess Roth Contributions over several years

By Ronald Woody 11 years ago

Reporting Roth conversions and recharacterizations

By Bruce Steiner 11 years ago

Broker error Roth contribution missed

By Tom Brattain 11 years ago

IRA Contributions Returned Before due date of tax return

By ShipsnGiggles 11 years ago

QCDs in 2012

By Patrick McGinty 11 years ago

401K after-tax contributions

By Christopher Combs 11 years ago

Transfer of assets between TIRA accounts

By [email protected] 11 years ago