IRA Discussion Forum

401K NUA question

By Dano LoPresti 1 month ago

Maximum 2024 Roth IRA Contribution

By Brandon Blanchard 1 month ago

72t Calculation

By MIKE KRUCHTEN 1 month ago

Incorrect Beneficiary IRA Distribution election?

By THettinger 1 month ago

Successor Beneficiaries

By George McCabe 1 month ago

Missed 2021 RMD Question

By Salvatore LaMendola 1 month ago

Roth 401k Employer Match

By Christopher Pesota 1 month ago

2nd Generation Inherited IRA RMD rules?

By Jon Gates 1 month ago

Self-Employed maximum Roth IRA contribution?

By Erik Jensen 1 month ago

Successor Beneficiary of Trust Owned Inherited IRA

By Howard Hook 1 month ago

SEP ROTH to ROTH IRA

By Geoffrey Kasher 1 month ago

529 to Roth rollover

By Jesus Dominguez 1 month ago

Mess

By Mhotchkiss 1 month ago

Rollover of 457b to 403b after retirement

By learner 1 month ago

Coverdell Rollover to 529?

By Jon Gates 1 month ago

Backdoor Roth Conversion

By Eleonora Tomasello 1 month ago

Roth conversion deadline

By Sten Lindquist 1 month ago

457B Question

By Kevin O'Hearn 1 month ago

Backdoor Roth Conversion – Loss Balance and timing

By JJ Smith 1 month ago

72(t) distribution once you turn 59.5

By Miles Kuperus 1 month ago

Trust is a Roth IRA Beneficiary from 2014 death before owner’s RBD, no inheritance actions taken

By Brent Washam 1 month ago

Recharacterize and conversion allowed?

By Whodiini 1 month ago

RMD Question

By Kevin O'Hearn 1 month ago

5 year rule for Roth

By Chris Fletcher 1 month ago

Payments described in Notice 2014-7 – earned income for purposes of IRA contribution

By Ross Tsapyak 1 month ago