IRA Discussion Forum

Question on 8606 after rollover mistake made

By Kris Sundene 1 year ago

2022 RMD from conversion annuity to roth

By Charlie Pesiridis 1 year ago

Spouse Bene Rules

By Kevin O'Hearn 1 year ago

Aggregating fees from like-type IRAs?

By Matthew Eckman 1 year ago

After-tax dollars rolled to 401k

By Baird Wealth Planning 1 year ago

Non designated beneficiary (estate) vs Eligible Designated Beneficiary

By Carl Watson 1 year ago

Reporting excess Roth contribution withdraws

By Leesa Hollenbaugh 1 year ago

roth ira

By EDWARD HELM 1 year ago

Inherited IRA – Non Spouse but Domestic Partner

By Robert Gunning 1 year ago

RECHARACTERIZING ROTH IRA Contributions FOR MULTIPLE YEARS (2021 and 2022) part 2

By Darel Crosby 1 year ago

After Tax funds rollover to Roth IRA from 401k

By Michael Franklin 1 year ago

SIMPLE IRA Mistake

By Denise Sowell 1 year ago

RMDs and the Five-Year Rule

By Bob Foland 1 year ago

CURING IRA EXCESS ACCUMULATION TAX – IMPACT

By BP WOODROW 1 year ago

Rolling over Coverdell to 529

By Jim Musgrave 1 year ago

Pre-2020 Beneficiary RMD Clarification

By Steven Stern 1 year ago

RMD from IRA annuity with GMIB

By Tracy Miller 1 year ago

Spousal Beneficiary Question

By Kevin O'Hearn 1 year ago

Direct Rollover AND NUA question

By David Carrell 1 year ago

Annuitization as satisfying stretch payout rules

By Robert Vashko 1 year ago

Inherited Roth

By George McCabe 1 year ago

Missed RMD

By George W Smith IV 1 year ago

SEP excess contribution and EPCRS

By Sam Wooton 1 year ago

Backdoor Roth and NJ-1040 line 20b (i.e. Worksheet C)

By Patrick Szary 1 year ago

My Maximum IRA Contribution Meant for Tax Year 2021 Was Somehow Miscoded For Tax Year 2022

By Kelly Duke 1 year ago