IRA Discussion Forum

LOSAP account

By Douglas Bauerband 1 year ago

72(t) 401k rollover

By ShipsnGiggles 1 year ago

72T valuation date

By MIKE KRUCHTEN 1 year ago

RMDs after direct rollover of qualified employer plan (401k) to a Traditional IRA

By JOSEPH PUTNAK 1 year ago

IRA Education Withdrawal Year-end for 2024

By Rob Schmansky 1 year ago

Beneficiary’s RMD for 2023

By Carol Flynn 1 year ago

403b for ministers

By Douglas Bauerband 1 year ago

housing allowance in retirement

By Douglas Bauerband 1 year ago

10 year RMD question

By Geoffrey Kasher 1 year ago

Another RMD question, probably answered multiple times

By Geoffrey Kasher 1 year ago

Divorce after 12/31/2023 before IRA RMD – each take 50%

By Mary K. Dean 1 year ago

Roth Conversion

By John Ray 1 year ago

Beneficiary IRA RMDs and taxation

By David Jazo 1 year ago

in-service distribution for a participant of RMD age while still working

By Laura Gutierrez 1 year ago

SEP IRA Contribution – Employer or Employee?

By Matthew Ottusch 1 year ago

QCD after an RMD

By Trevor Holsinger 1 year ago

NUA

By Michelle Peterson 1 year ago

POST RMD IRA spouse beneficiary

By Chris Kimball 1 year ago

Inherited IRA with a twist

By Patricia Passon 1 year ago

401(k) beneficiary Roth IRA conversion

By Sten Lindquist 1 year ago

Backdoor Roth – IRA Basis rolled over to 401K

By Daniel Levin 1 year ago

2023 Employee Roth Solo 401(k) Contribution

By Brandon Blanchard 1 year ago

Incorrect 1099-R Box 7 Code S

By William Tuttle 1 year ago

Non-designated beneficiary of IRA, SEP IRA, and Roth IRA – RMD questions

By Todd Hasty 1 year ago

Trust as Successor Beneficiary

By Niki Sturm 1 year ago