IRA Discussion Forum

Distribution Codes

By Pamela Poker-Meichtry 2 months ago

Trust Inherited IRA

By Chris Fletcher 2 months ago

IRA vs 401k In Service Withdrawals

By Todd Martin 2 months ago

Can someone elect different RMD options for different inherited IRAs?

By Tim Steffen 2 months ago

After-Tax Contribution

By IRAQuestion5 2 months ago

Roth ROE Question

By Kevin O'Hearn 2 months ago

Are spillover or throwback dividends included in previous year IRA fair market value (FMV)

By JeffCT 2 months ago

Age 55 Exception from 401k | IRA Rollover

By Matthew Ottusch 2 months ago

Annuity IRA left to Estate

By Rob Harper 2 months ago

ROTH IRA Conversion and subsequent distribution before meeting 5 year rule

By fingirl00 2 months ago

401k rmd issue

By Paul Knag 2 months ago

401k

By Paul Knag 2 months ago

529 conversions and moving to a non-income tax state

By Paul Bouman 2 months ago

1040 line 4a/b versus line 5a/b

By Pamela Poker-Meichtry 2 months ago

QCD and DAF’s

By John Foster 2 months ago

ROTH IRA in Irrerevocable Trust

By Herm Brames 2 months ago

1099-R Question

By Kevin O'Hearn 2 months ago

SEP IRA Details

By IRAQuestion5 2 months ago

529 plan monies rollover to Roth IRA…

By Kevin Zoltek 2 months ago

Backdoor Roth Question

By Kevin Reardon 2 months ago

Recharacterization and Savers Credit

By IRAQuestion5 2 months ago

RMD calc

By John J 2 months ago

RMD of decedant for 2025 paid to who?

By Douglas Bauerband 2 months ago

401K RMD ERROR WITH PARTIAL NUA

By Joseph Smith 2 months ago

1099-R with code M

By Mobey 2 months ago