IRA Discussion Forum

Compensation for Traditional IRA contribution

By Earlene Bakerman 11 years ago

DOMA – spouse

By Peggy Fisher 11 years ago

72t Distributions and terminal illness

By Melissa Frawley 11 years ago

IRA Beneficiaries

By Miriam Geretz 11 years ago

Date to use for RMD calculation

By steve harper 11 years ago

Incorrect RMD advise from Custodian

By steve jackson 11 years ago

Mistaken $40,000 contribution to ROTH in 2014

By Anna Hillman 11 years ago

Characterization of Excess Withholding

By David Harry 11 years ago

RMD for deceased spouse

By Florence Brown 11 years ago

RMD for deceased spouse

By Florence Brown 11 years ago

Allowable contribution to SEP IRA

By Kevin Vasilik 11 years ago

Partial Roth recharacterization – form 8606

By helen roland 11 years ago

R/O into & R/O out of SAME IRA w/in 12 MONTHS

By DAVID DAMASKA 11 years ago

transferring spousal beneficiary IRA to a regular IRA

By Daniel Davis 11 years ago

Recharacterization & Conversion waiting period & IRS forms

By Thiru Vadivelu 11 years ago

Rollover once a year rule

By MARK E REICH 11 years ago

Contribution a Nondeductible Contribution to a Traditional IRA

By William Snyder 11 years ago

NUA/Long term &short term gain on sale/1099 gross proceeds

By richard Berman 11 years ago

Roth Cost Basis

By Garland Parsley 11 years ago

Taxes on IRA

By hank suskiewicz 11 years ago

non spouse beneficiary RMD calculation

By ShipsnGiggles 11 years ago

After-tax 401k distribution to Roth IRA

By Jack McManemin 11 years ago

converting non-deductible Traditional IRA to Roth IRA

By Vijay Tunikipati 11 years ago

Solo 401k and Simple IRA

By Steve Hoover 11 years ago

Partial rollover of 401k funds to a R/O IRA

By Jeff Watkins 11 years ago