IRA Discussion Forum

FMV ON VARIABLE ANNUITY

By Anthony Racz 1 year ago

SEP IRA plan termination and adoption of SIMPLE IRA Plan with potential to switch back to SEP

By Joseph Schwarz 2 years ago

Employer contributions to a Roth IRA under a SEP or SIMPLE plan will be reported on Form 1099-R

By David Mertz 2 years ago

Owner of Roth IRA and Traditional IRA to name Contingent Beneficiary, a Revocable, Marital, or Family Trust

By Alice Zab 2 years ago

Determining tax planning options with a basis in an IRA

By Joseph Schwarz 2 years ago

401(k) beneficiaries – Which Life Expectancy to use

By Laura Gutierrez 2 years ago

74 Year Old Passes in 2023-Spouse age 70 Sole Beneficiary.

By Rick Jurrens 2 years ago

Retroactive Solo 401(k) Inquiry

By Kevin O'Hearn 2 years ago

401k inheritance after husbands death

By Kelly Wilt 2 years ago

Ponzi Loss in Roth IRA

By Kenneth Coutant 2 years ago

RMD

By ShipsnGiggles 2 years ago

QCD funding

By ShipsnGiggles 2 years ago

rollover 401k and Roth at same time

By Douglas Bauerband 2 years ago

Still Working Exception RMD Requirement in Year of Death

By Jonathan Sard 2 years ago

Inherited IRA & Backdoor Roth

By Brandon Blanchard 2 years ago

Tax Credit

By ShipsnGiggles 2 years ago

457 and SEP IRA

By Justen Schemmel 2 years ago

LOSAP account

By Douglas Bauerband 2 years ago

72(t) 401k rollover

By ShipsnGiggles 2 years ago

72T valuation date

By MIKE KRUCHTEN 2 years ago

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

By JOSEPH PUTNAK 2 years ago

IRA Education Withdrawal Year-end for 2024

By Rob Schmansky 2 years ago

Beneficiary’s RMD for 2023

By Carol Flynn 2 years ago

403b for ministers

By Douglas Bauerband 2 years ago

housing allowance in retirement

By Douglas Bauerband 2 years ago