IRA Discussion Forum

5-year rule for Roth conversions

By Bruce Steiner 12 years ago

401(k) to IRA rollover

By Robert Wunderle 12 years ago

SIMPLE & SEP

By Khalil Andraos 12 years ago

determining life expectancy number to use as divisor in calc

By Andrea Russell 12 years ago

difference between 501

By Douglas Bauerband 12 years ago

tax waivers on annuities for beneficiaries

By Douglas Bauerband 12 years ago

S.E.P.P’s & life expectancy options

By J Roddy 12 years ago

Roth Contributions

By William Wolfe 12 years ago

What is the deadline to set up a SIMPLE IRA?

By Jack Thomas 12 years ago

self directed IRA vs LLC

By al jacobson 12 years ago

SEP IRA contribution after changing entities

By Anthony Saccaro 12 years ago

in process of inheriting…but institution sends RMD

By ray perez 12 years ago

Inherited IRA – is it included in conversion calc for Roth ?

By Robert Witt 12 years ago

IRA owner dies before 60 day rollover

By Denise Dawson 12 years ago

60 Day Rollover then Direct Transfer

By steve harper 12 years ago

contribution limits

By Eric Woodfill 12 years ago

IRA Beneficiary – Spouse

By Dennis Prout 12 years ago

estimated tax payment penalty

By Douglas Bauerband 12 years ago

Workaround contributing to a Roth IRA

By Casey Herron 12 years ago

Not paying the 10% early distribution penalty

By Casey Herron 12 years ago

RMD for a 2011 SEP funded this year

By Robert Taylor 12 years ago

Rollover 401(k) to simple IRA

By Mary K. Dean 12 years ago

403b rmd if over 70 1/2

By Douglas Bauerband 12 years ago

Unreported Traditional IRA via Insurance Policy

By Gaynell Vinson 12 years ago

Deadline to Act on Inherited Assets?

By John Vincent 12 years ago