IRA Discussion Forum

RMD and Roth conversions

By William Hammond 12 years ago

TIRA Conversion to Roth, Possible Recharacterization & then death

By Seth Poppel 12 years ago

Can Could we claim for Tax credit if our traditional IRA investment turned out to be Fraud?

By Tita Avi 12 years ago

K-1s and UBTI issues

By Jeff Watkins 12 years ago

IRA Rollovers in 12 mo period

By Terry Graham 12 years ago

NUA Question

By Robert Florian 12 years ago

“In 2012” versus “For 2012”

By Amar Patel 12 years ago

IRA rollover deposit time period

By Matthew Gaude 12 years ago

RMD from Profit Sharing while employed…

By David Demeuse 12 years ago

Charity as IRA Beneficiary

By Art Canter 12 years ago

401k beneficiary was listed as estate of deceased

By Troy Dawson 12 years ago

Contribution to a deceased person’s IRA?

By Stephen Rhodes 12 years ago

QCD

By Mary 12 years ago

Dad died in 1994, found out beneficiary in 2012 – missed RMD – tax penalties?

By Michael Tiernan 12 years ago

Rollover of Non-taxable portion of 401-K

By Mark Smogor 12 years ago

403b & 401k RMD

By Nick Pappas 12 years ago

form 5498

By Gerard Stellwagen 12 years ago

Which Suffolk Community College deferred account withdrawals can be stretched for non-spouse beneficiaries?

By Susan Russo 12 years ago

IRA Beneficiaries

By Jason Hochstadt 12 years ago

Required Minimum Distribution

By Anne Walker 12 years ago

Writing a Check for Catch Up Contributions

By Jonathan Sard 12 years ago

is a Rule of 55 401k distribution eligible for 60 day rollover?

By Ralph Miller 12 years ago

Can donation checks count as 2013 QCD’s?

By fairira 12 years ago

Taxation of Roth IRA Contribution

By Justin Whelan 12 years ago

IRA/401K and Simple IRA

By Randolph Cordle 12 years ago