IRA Discussion Forum

After-Tax Contribution

By IRAQuestion5 1 month ago

Roth ROE Question

By Kevin O'Hearn 1 month ago

Are spillover or throwback dividends included in previous year IRA fair market value (FMV)

By JeffCT 1 month ago

Age 55 Exception from 401k | IRA Rollover

By Matthew Ottusch 1 month ago

Annuity IRA left to Estate

By Rob Harper 1 month ago

ROTH IRA Conversion and subsequent distribution before meeting 5 year rule

By fingirl00 1 month ago

401k rmd issue

By Paul Knag 1 month ago

401k

By Paul Knag 1 month ago

529 conversions and moving to a non-income tax state

By Paul Bouman 1 month ago

1040 line 4a/b versus line 5a/b

By Pamela Poker-Meichtry 1 month ago

QCD and DAF’s

By John Foster 1 month ago

ROTH IRA in Irrerevocable Trust

By Herm Brames 1 month ago

1099-R Question

By Kevin O'Hearn 1 month ago

SEP IRA Details

By IRAQuestion5 1 month ago

529 plan monies rollover to Roth IRA…

By Kevin Zoltek 1 month ago

Backdoor Roth Question

By Kevin Reardon 1 month ago

Recharacterization and Savers Credit

By IRAQuestion5 1 month ago

RMD calc

By John J 1 month ago

RMD of decedant for 2025 paid to who?

By Douglas Bauerband 1 month ago

401K RMD ERROR WITH PARTIAL NUA

By Joseph Smith 1 month ago

1099-R with code M

By Mobey 1 month ago

Distribution Rules for Last Year of 72t Plan

By japh 1 month ago

Parental contribution to 21-year-old’s Roth IRA

By Matthew Eckman 1 month ago

401k Rollover Check Deposited to Checking

By Roth Fan 1 month ago

529 conversion and wages for contribution

By Marion Katz 1 month ago