IRA Discussion Forum

IRA Escheatment

By Linda Randazzo 13 years ago

Can a client still make a 2010 Roth contribution….

By Wendy Mommaerts 13 years ago

Roth coversion in 2010; spouse that converts dies in 2011

By Bernard Ackerman 13 years ago

After tax 401K money

By John Culpepper 13 years ago

2010 option not selected. Can you amend?

By [email protected] 13 years ago

401k loan default and indirect rollover

By Erick Frey 13 years ago

Transfer: Roth to Roth

By Byron Baxter 13 years ago

Inherited IRA

By Aaron Heskins 13 years ago

Can I re-assign my inherited IRA to my wife?

By mark paulson 13 years ago

RMD when inheriting a beneficiary IRA

By Paul Rogers 13 years ago

Another 5-year rule question

By lou kartsonis 13 years ago

return of excess employer contribution

By Shahpar Naghshineh 13 years ago

Which Year’s Form 5329?

By Clyde Wolf 13 years ago

Postponing an RMD

By Robert Miller 13 years ago

Non qualified annuity beneficiary

By Steve Waas 13 years ago

Ineligible Roth IRA contribution

By Jason Frank 13 years ago

Early Roth distribution for education expenses

By W Dobroski 13 years ago

IRA non-deductable to a Roth

By Ted Isaacs 13 years ago

Funding life insurance with RMD’s + Stretch/Roth Conv.

By J. Shawn McGuire, CFP 13 years ago

How do I report this IRA distribution

By Anonymous 13 years ago

Distribution error from 401(k) to Roth IRA

By Robert Florian 13 years ago

Handling of failed Roth conversion…

By Michael Nedreski 13 years ago

Beneficiary insuring Self Directed IRA against loss

By Dennis Griffin 13 years ago

Recharacterization of a “SEP IRA” contribution to following

By Kevin Vasilik 13 years ago

Recharacterization required forms prior to year end

By pete thompson 13 years ago