IRA Discussion Forum

Which IRA records and forms should be rtetained and for how long?

By fairira 11 years ago

IRA rollover – how to count the 60 days

By Mark Atkinson 11 years ago

State Tax on IRA?

By hank suskiewicz 11 years ago

72t Account Split

By David Kuntz 11 years ago

Inherited IRA not distributed

By Ken Perlman 11 years ago

Estate planning and using the correct trust for childern with big age gap

By Michael Schumacher 11 years ago

Rollover or Return of Contribution

By Edward Czapor 11 years ago

What do you do with an inherited IRA that has property?

By Peggy Fisher 11 years ago

Client passed away a month before 70 1/2 date

By Julie Brangenberg 11 years ago

Who makes the payment of tax on the post death distribution

By Peggy Fisher 11 years ago

MyIRA Contribution and Roth Conversion

By steve jackson 11 years ago

Employer Plan Spousal Consent for Beneficiaries

By Dennis Prout 11 years ago

Outstanding checks for deceased holder

By Erin McCarthy 11 years ago

NUA Distribution from a Retirement Plan age 59 1/2….

By David Demeuse 11 years ago

Previous year IRA/SEP if client passed away this year?

By Lisa Doherty 11 years ago

Roth IRA & Estate Taxes

By Khalil Andraos 11 years ago

1099-R for IRA RMD with a Look Throught Trust as Beneficiary

By Jean Frank 11 years ago

Inherited IRA 5 Year Option

By Drew Duplicki 11 years ago

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