IRA Discussion Forum

After-tax 401(k) rollover to Roth IRA

By Zach Vandergrift 1 year ago

Year of death RMD for qualified plan

By Michael Frontera 1 year ago

Longer of Rule and Surviving Spouse

By James Guckenberg 1 year ago

Error in contributing to Roth IRA

By Andrew Zahn 1 year ago

Inherited IRA, the Kiddie Tax, AND Filing to avoid the kiddie tax

By David Belk 1 year ago

New 529 Plan rules

By Douglas Bauerband 1 year ago

Excess Distribution from IRA

By Marc Usem 1 year ago

Minor Roth IRA

By Matthew Ottusch 1 year ago

backdoor ROTH gone awry!

By Dana Evans 1 year ago

Earnings Limit Test

By John Nielsen 1 year ago

Excess Contribution to Roth IRA

By gary gogolinski 1 year ago

Return of Excess Question

By Kevin O'Hearn 1 year ago

Backdoor IRA mistake

By Robert Witt 1 year ago

QCDs to Pooled Income Funds under SECURE Act 2.0

By PaulC 1 year ago

Accidental Roth Contribution

By IRAQuestion5 1 year ago

Roth Qualified Distributions

By David Zullinger 1 year ago

Satisfying decendents RMD

By Wendy Mommaerts 1 year ago

SEP IRA and Traditional Spousal IRA

By Ian Turner 1 year ago

Proactive Sally

By Donna Medica 1 year ago

What if a retirement plan mis-codes a distribution?

By Chad Goeden 1 year ago

deductible TIRA with ROTH conversion and QCD

By Dana Evans 1 year ago

Choose Whether Deductible

By IRAQuestion5 1 year ago

Client broke once-per-year rollover rule – possible to unwind?

By Robert Vashko 1 year ago

Excess Roth Contributions Since 2020

By Krista McBeath 1 year ago

IRA paid to the estate

By RIchard Sabo 1 year ago