IRA Discussion Forum

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

Combining accounts for RMDs

By Wendy Porter 11 years ago

RMD figured on actuarial present value which is greater than Account Value

By Julie Brangenberg 11 years ago

Roth Dollars — 401k

By sydney p 11 years ago

Tax benefit of grantor trust

By Alan Baker 11 years ago

IRA named beneficiary

By Philip Detlefs 11 years ago

Grandson inherits Roth IRA…

By Wendy Mommaerts 11 years ago

QCD and 60 Day rollovers

By Patrick McGinty 11 years ago

Can Roth IRA’s be used for college as payment

By Zachariah Hammel 11 years ago

after 60 days

By Jaime Janson 11 years ago

457 Plan Directed Rollover to existing Roth Conversion

By Sidney Poretsky 11 years ago

LIFE INSURANCE AMOUNTS

By MARC PECHTER 11 years ago

Qualified SPIA

By David Sloper 11 years ago

IRA back into 401k to avoid RMD

By Michael Neuenschwander 11 years ago