IRA Discussion Forum

Statutory Employee and SEP IRA

By Timothy Folkers 13 years ago

Roth Recharacterization Documentation

By Shelly Rostosky 13 years ago

2011 IRA Withdrawal Processed in 2012

By Harry Archer 13 years ago

Has Anyone heard of a 401a plan & Info re partial rollovers.

By Shirley Hall 13 years ago

RMD not taken in year of death, 5329 filed, what to do now?

By allie neale 13 years ago

Roth IRA Recharacterization and Form 5498

By Francis Richards 13 years ago

RMD with Illiquid Assets

By Richard Feldman 13 years ago

Tax basis for IRA Conversion

By Tyler Ramsey 13 years ago

After-Tax 401k cont. to Roth

By Jason Frank 13 years ago

Convert to a Roth for 2011 before tax time in 2012

By Zachariah Hammel 13 years ago

IRA contribution to wrong account – how to fix?

By John Fuller 13 years ago

Inherited IRA’s

By John Garland 13 years ago

Gift to Grandparent to set up Roth for Grandchild

By Henry Thierry 13 years ago

Pro Rata Rules for Roth Conversions and SEP

By Bradley Bofford 13 years ago

72t

By Joe Speciale 13 years ago

IRA withdrawal

By Steve Hoover 13 years ago

issues w/ wells fargo direct transfer

By matthew greco 13 years ago

2010 IRA Conversion

By Ken Voorhees 13 years ago

Roth IRA conv. in 2010 and moved to another state in 2011

By Marc Schain 13 years ago

Contributions, calculations, conversions… oh my…

By Amar Patel 13 years ago

Correct treatment for refund of excess contribution

By Gary Townsend 13 years ago

Form 8606 Line 6 & Adding Form 4972 Comments

By Shirley Hall 13 years ago

Figure Roth IRA basis without 14 years of brokerage records?

By A Ramos 13 years ago

ira or keogh

By angie colalillo 13 years ago

How to set up a spousal IRA

By Ronald Birnbaum 13 years ago