IRA Discussion Forum

SIMPLE IRA – “2-year rule”

By ShipsnGiggles 12 years ago

Death of IRA beneficiary

By Susan Grady 12 years ago

Excess 401k contributions between two W-2s

By Joe Messina 12 years ago

60 Day IRA Rollover

By ShipsnGiggles 12 years ago

ira converstion

By Rose Robins 12 years ago

401k – Excess contribution

By Dennis Prout 12 years ago

NUA treatment (after a previous rollover)

By ShipsnGiggles 12 years ago

Death of Beneficiary during “gapP period

By ShipsnGiggles 12 years ago

2010 Roth Conversion & Tax Interest/Penalties

By Patrick Viglotti 12 years ago

Conduit QTIP Partial Principal Substitution for IRA RMD to Spouse

By audrey rappaport 12 years ago

Beneficiary RMDs – basis

By Joseph Livera 12 years ago

Beneficiary RMDs – basis

By Joseph Livera 12 years ago

Excess Roth Contribution

By Wendy Mommaerts 12 years ago

Trust benificiary

By Thomas Wilding 12 years ago

Non-spouse inherited IRA – Disclaim RMD

By Jeff Severe 12 years ago

IRA Distribution re-deposited… how to report to the IRS?

By Patricia Landry 12 years ago

SEP Contribution for a deceased individual

By Alanna Crawford 12 years ago

2012 Phase-out for Deductible IRA Contribution

By Sidney Poretsky 12 years ago

non roth contributions when completing the 8606

By roger sheets 12 years ago

Contributing to IRA after 70 and 1/2 and retired

By roger sheets 12 years ago

IRA to QTIP Trust to Remainder Trust

By Harold Porter 12 years ago

RMD for retiring 72 year old

By Michael Porfido 12 years ago

Converting Non-Deductible IRA Contribution

By Gregg Guiol 12 years ago

IRA & 401K contributions

By James Claiborne 12 years ago

401 K distribution

By Steve Pinkiert 12 years ago