IRA Discussion Forum

Stopping Social security after receiving payments at 62 ???

By Jennifer Poole 11 years ago

Recharacterizing a 2012 IRA Contribution to a 2013 Contribution

By Kelly Cordes 11 years ago

Convert 529 to IRA?

By Maggie Benton 11 years ago

Roth IRA withdrawal prior to 59 1/2

By Mary Gies 11 years ago

401(k) distribution to multiple beneficiaries

By Tom Auty 11 years ago

Non-Spousal inherited IRA distribution, 60 day rollover option and RMD’s

By Roci Bollmann 11 years ago

Roth IRA Distribution Question

By Robert Hoffman 11 years ago

test

By Renee Lewis 11 years ago

DOMA Ruling and IRA Beneficiaries

By Jose Morales 11 years ago

401(K) NUA options

By Lee Benson 11 years ago

Avoiding taxes on Withdrawal

By S Baukol 11 years ago

401k Rollover Qs Pre and Post Tax

By Gary Vyneman 11 years ago

Options when client (non-spouse) inherits 401(a) and 457 plans

By Jerilynn Blackstone 11 years ago

Broker Transfers IRA Account with No Beneficiary Designation

By Robert Minasian 11 years ago

55 Exception yet still working for the company

By Peggy Fisher 11 years ago

Can a 401k beneficiary disclaim benefits?

By James E Cobb 11 years ago

First home after retiring

By Michael Chaplya 11 years ago

spinoff cost basis on stock

By Douglas Bauerband 11 years ago

stock gifted to daughter/granddaughter

By Douglas Bauerband 11 years ago

solo 401(k) for business with no income to roll pre tax IRA?

By Mary K. Dean 11 years ago

After Tax 401k Rollover Amounts

By Gary Vyneman 11 years ago

Spouse Bene 401k to Own IRA after RMD started

By mark schaffer 11 years ago

Roth Conversion prorata rules

By Thomas Ferry 11 years ago

60 day Rollover

By Jennifer Poole 11 years ago

Reporting Roth recharacterization

By Jerilynn Blackstone 11 years ago