IRA Discussion Forum

NUA BASIS

By charles lore 15 years ago

Special Needs Trust as IRA beneficiary

By Charlotte Beckner 15 years ago

Qualified Charitable Distribution

By Janine Janine 15 years ago

Taxable vs. Non-Taxable 401k Distribution

By Robert Widman 15 years ago

Spousal waiver fraud question on ERISA protected ret plan

By Donna Sternik 15 years ago

Practicing in the IRA area

By Raymond Khan 15 years ago

IRAs, 403b and earnings limitations 2009/2010

By Mary Kappagoda 15 years ago

Roth IRA conversion rules

By Shawn Freeman 15 years ago

Inherited IRA – Is there RMD in year owner (inheritor) dies?

By [email protected] 15 years ago

5 Yr Wait Period for Conversions

By Dave Haynie 15 years ago

Owner died before 2010 RMD

By Kathleen Stevens 15 years ago

charity as contingent beneficiary

By Rhonda Kempen 15 years ago

IRA disclaimers

By michael jaffe 15 years ago

pay roll deduction traditional IRA

By Shahpar Naghshineh 15 years ago

Converting after-tax portion of 401(k) to Roth

By Paul Monaghan 15 years ago

Marketing and planning for our next annual conference

By Shahpar Naghshineh 15 years ago

72(t) SEPP Internal Account Change

By Peter Migliorini 15 years ago

Excess Rollover

By Mark Hilgenberg 15 years ago

MAGI towards a ROTH

By Richard Partin 15 years ago

5yrs. to settle estate

By Jason Davis 15 years ago

Deceased husband 401K to Wife’s SEP IRA

By [email protected] 15 years ago

RMD

By Stanley Altmark 15 years ago

Who pays IRA Trust taxes?

By Harve Senter 15 years ago

Gifting Kids and having same kids gift back.

By Tim Leach 15 years ago

Paymnet of taxes for 2010 Roth conversion

By Robert Burch 15 years ago