IRA Discussion Forum

determining basis with a Roth conversion & SEP IRA

By Wendy Mommaerts 14 years ago

Converting QDRO tax basis to Roth

By Lynn Fallon 14 years ago

10% penalty exceptions

By David Kalfen 14 years ago

combining IRA to a SEP IRA & how is it classified?

By Wendy Mommaerts 14 years ago

3 year spread for Roth conversion

By Scott Garrison 14 years ago

over 70 1/2 and making a charitable cash donation

By Wendy Mommaerts 14 years ago

Discontinuing 72(t)

By Kirk Halveland 14 years ago

Ed Slott on PBS

By Anonymous 14 years ago

Inherited IRA Asset Protection in California

By Justin Melehan 14 years ago

Bene. of IRAS

By Richard Partin 14 years ago

forgot to take rmd before converting IRA to roth

By Mary Kusske 14 years ago

transfer rmd to beneficiary ira

By Robert Mills 14 years ago

10% penalty waived for Firefighters that are retired

By Shahpar Naghshineh 14 years ago

ROLLING OVER AFTER TAX 401k FUNDS

By Robert Taylor 14 years ago

Pension Lump Sum -impact change to Corporate from GATT rate

By Terrence Herr 14 years ago

Reversal of Distribution

By jerome rosen 14 years ago

Can non-deductible IRA monies convert to a Roth IRA?

By Kevin Zoltek 14 years ago

RMD AND RECHARACTERIZING

By David Kalfen 14 years ago

Non Spouse Beneficiary RMD in year of death

By Steve Waas 14 years ago

Lapsed non-spousal IRA Inheritance

By Shira Moffatt 14 years ago

IRA Basis Subject to 10% Penalty

By Jonathan Sard 14 years ago

RMD when changing custodian

By Robert Mills 14 years ago

Spousal Roth IRA

By Jim Kropog 14 years ago

401k rollover included excess contribution

By Joseph Giangiulio 14 years ago

RMD’s for mid-year direct rollover

By Jill Williams, CFP 14 years ago