IRA Discussion Forum

401K plan after tax funds

By Mary Stevens 11 years ago

Two 60-day rollovers from two different accounts – is this OK?

By Dennis Prout 11 years ago

Non-Deductible Pro-Rata Rule Timing

By Brent Steiner 11 years ago

Splitting an IRA due to divorce?

By Tom Auty 11 years ago

Change of ownership from Trust to Individual annuity

By Dennis Prout 11 years ago

Taxation of Roth conversion with a 401k to IRA pending

By Terrence Herr 11 years ago

transferring a bene. IRA

By Jason Frank 11 years ago

72T rules and Lump Sums

By Dennis Prout 11 years ago

72T can I take less than the calculated amount ?

By Geoffrey Kasher 11 years ago

Another Post-86 / Pre-87 Discussion …

By Jeffrey McCoy 11 years ago

1035 to 3rd company?

By Elizabeth Blane 11 years ago

Non qualified annuity

By F N 11 years ago

Process to remove deductible TIRA amounts from basis using qualified plan rollover

By David Mitchell 11 years ago

Excess Contributions

By Jack Thomas 11 years ago

Inherited Roth IRA Distribution Rules

By Saleah Hewitt 11 years ago

Convert “Never Been a Traditional” Roth IRA to Traditional

By Ed Farmer 11 years ago

Switching RMD to Joint and Last Survivor Annuity

By Eric H Silverman 11 years ago

Splitting an IRA after 72(t) payments have begun

By Marc Sanders 11 years ago

Converting non-deductible IRA to a Roth?

By Jack Thomas 11 years ago

Disclaiming an IRA

By F N 11 years ago

Mandatory distribution questions

By GARY WHIPPLE 11 years ago

Getting mutual funds to agree to UTMA bene designation?

By Bridget Baker-White 11 years ago

401k Rollover to IRA after 70-1/2

By Dennis Prout 11 years ago

Clarification regarding an inherited IRA’s RMD

By Edward W. Jew Jr. 11 years ago

2014 QCD- Qualified Charitable Distribution

By Christopher Combs 11 years ago