IRA Discussion Forum

RMD AND RECHARACTERIZING

By David Kalfen 15 years ago

Non Spouse Beneficiary RMD in year of death

By Steve Waas 15 years ago

Lapsed non-spousal IRA Inheritance

By Shira Moffatt 15 years ago

IRA Basis Subject to 10% Penalty

By Jonathan Sard 15 years ago

RMD when changing custodian

By Robert Mills 15 years ago

Spousal Roth IRA

By Jim Kropog 15 years ago

401k rollover included excess contribution

By Joseph Giangiulio 15 years ago

RMD’s for mid-year direct rollover

By Jill Williams, CFP 15 years ago

Maryland State Tax for Roth IRA 2010 Conversion

By Clinton Lewis 15 years ago

Spusal Beneficiary IRA

By Cato Sarah 15 years ago

Renaming spouses inherited IRA

By Richard Partin 15 years ago

Built in Gain

By John Mayerhofer 15 years ago

Converting Inherited IRA to Roth?

By Daniel Fisher 15 years ago

Roth

By [email protected] 15 years ago

Same Year Contribution/Conversion

By Paul Carroll 15 years ago

rmd requirement on Roth conversion after age 70 1/2

By Paul Ciccarelli 15 years ago

NUA

By Danny Harlow 15 years ago

How to handle Trusts as a beneficiary

By [email protected] 15 years ago

Converting a spouse Beneficiary IRA

By Gail Schutz 15 years ago

Opening a RIRA with unemployment money

By Richard Partin 15 years ago

Form 8606 Errors

By Ken Voorhees 15 years ago

Roth conversions prior to 2010 – income exceeded MAGI limit

By Bob Modesti 15 years ago

Trustee-to-Trustee transfer rules for IRAs

By Scott Brady 15 years ago

Roth rollover of after tax amounts in QRP

By Anonymous 15 years ago

Buying life insurance with pre-tax funds

By Lawrence Williams 15 years ago