IRA Discussion Forum

Roth Conversion minus the base – Does amount count as MAGI

By helen roland 12 years ago

Multiple Beneficiaries – spouse and 5 qualified trusts for daughters

By Warren Kuetemeyer 12 years ago

Non-Qualified Annuity Stretch

By Aleksandar Krakovic 12 years ago

Inherited ira

By Ed Dominica 12 years ago

MAXIMUM 401K & SEP-IRA CONTRIBUTION

By Bernard Fagnani 12 years ago

Common law, spousal rollover from qualified plan

By Patrick Rudy 12 years ago

one rollover per year rule

By Mary Gies 12 years ago

IRA conversion to Roth IRA

By cynthia g green 12 years ago

IRA – no designated beneficiary, pour over will in place

By Jared 12 years ago

Both SIMPLE and SEP

By Maggie Benton 12 years ago

SEP-IRA Eligibility

By ShipsnGiggles 12 years ago

IRA Benefiicary (Multiple trusts)

By ShipsnGiggles 12 years ago

IRA to Roth Coversion with a Simple IRA

By Todd Martin 12 years ago

QCD and rmds

By barberella 12 years ago

After Tax portion of a Rollover into a Roth IRA

By Anthony LaJeunesse 12 years ago

RMD required from a Pension Lump sum rollover?

By Anthony LaJeunesse 12 years ago

Are QDRO splits considered a Rollover?

By Mark Hilgenberg 12 years ago

IRA annuity and RMDs

By Arthur Dicker 12 years ago

401k After tax dollars rollover to Roth IRA

By Howard Hook 12 years ago

assets included in RMD calc

By Richard Stumpf 12 years ago

Required Minimum Distributions – Use of Table II

By Thomas Ausfahl 12 years ago

Inherited IRA whos age for RMD

By Douglas Bauerband 12 years ago

Combining IRA accounts for a larger 72(t)

By Peggy Fisher 12 years ago

Estate IRA Distribution rules, transfer and tax liability

By William Bailey 12 years ago

RMD when spouse passes away

By Mark Lange 12 years ago