IRA Discussion Forum

Client wants to invest in rental real estate with qualified money. Looking for a custodian. Any ideas?

By Bradley Ford 11 years ago

Simple IRA

By Don Warnke 11 years ago

Disclaiming an inherited IRA in favor of an IRA for a minor

By Lorraine DiPaolo 11 years ago

Postmortem Strategies to Shift REtirement Plan Assets to the Spouse

By Peggy Fisher 11 years ago

Inherited Question – Both parents passed

By Toby Hartley 11 years ago

roth conversions

By Charles Beckett 11 years ago

correcting erroneous rollover from qualified plan

By Joseph Wild 11 years ago

Irrevocable trust as primary beneficiary can accts be stretch IRAs

By Barbara Lane 11 years ago

IRA distribution question

By Eric Woodfill 11 years ago

Inherited IRA Question

By Alan Moore 11 years ago

social security spousal question

By Jason Frank 11 years ago

60 day rollover and 12 month rule

By Jeremy Polk 11 years ago

Roth IRA – 5 yr hold period (account close)

By ShipsnGiggles 11 years ago

RMD for Father who died in Oct 2013

By Terry Graham 11 years ago

nonspousal minor beneficiary & UTMA laws

By Bruce Joseph, CPA, CFP 11 years ago

contribute to traditional ira/rollover account in error

By C Yeh 11 years ago

SIMPLE IRA and solo 401(k)

By Robert Fairey 11 years ago

“free spousal benefits”

By Michael Waterman 11 years ago

tax brackets

By Douglas Bauerband 11 years ago

VA state tax vs NJ state tax

By Douglas Bauerband 11 years ago

estate tax in NJ

By Douglas Bauerband 11 years ago

Wife’s IRA- should have been inherited?

By Ed Burgio 11 years ago

IRA Pickle

By sydney p 11 years ago

IRA 60 day Rollover with a new Custodian

By Julie Brangenberg 11 years ago

RMD’s for annuities

By Peggy Fisher 11 years ago