IRA Discussion Forum

SEP – can one partner opt out?

By JAMES MAGNO 15 years ago

Can all Distributions from 72t be converted to a Roth?

By John Gissas 15 years ago

Roth contributions for client turning 50 later this year

By Tom Brattain 15 years ago

generation skipping

By Tom Auty 15 years ago

Rollover from Money Purchase Plan to Sep IRA

By Harvey Silberstein 15 years ago

Beneficiaries & 401k’s and Trusts

By Scott Knotts 15 years ago

Late Form 8606 filings

By Anonymous 15 years ago

Lump Sum Distribution and NUA

By Robert Mueller 15 years ago

Rollover IRA to 401k plan

By Aleksandar Krakovic 15 years ago

inherited distribution from Teacher Retirement system of TEX

By James E Cobb 15 years ago

RMD for Partial Roth Conversion

By Sidney Poretsky 15 years ago

5498s

By Al Fry 15 years ago

RMD for a Trust

By Roger D D D Wallace 15 years ago

Converting to a Roth after a recharacterization

By Dan Gibbs 15 years ago

Death in 2010

By Mike Griz 15 years ago

RMD calculation on Annuity

By Eric Drossner 15 years ago

“12 Traps to Avoid when Converting to a Roth”

By Howard S Sample 15 years ago

“12 Traps to Avoid when Converting to a Roth”

By Howard S Sample 15 years ago

Trust as a Beneficiary!

By Brian Knott 15 years ago

Inherited IRA to Roth

By Michael Pinion 15 years ago

Modified AGI For ROTH Conversion Eligibility

By Herm Brames 15 years ago

Business Owner RMD

By [email protected] 15 years ago

inherited IRAs

By Charles Csakai 15 years ago

Life Insurance Beneficiary

By Charles Hackett 15 years ago

Roth IRA Recharacterization

By Dan Gibbs 15 years ago