IRA Discussion Forum

Client Actively Working with ROTH 403b plan at work

By Vickie Intriago 1 year ago

“Accidental” post-tax money contribution into a rollover IRA account – options

By Amit Bhandari 1 year ago

Using special rule for surviving spouse

By ufleming 1 year ago

401k cashed in/ Questions on RMD

By Carrie Baeten 1 year ago

QCD Effective Date

By Gerald D 1 year ago

USING ROTH MONEY

By CARROLL WILLIAMS 1 year ago

Testamentary trust IRA beneficiary

By Kevin Kennedy 1 year ago

TOTAL IRA contribution Rules – Clarification

By David Belk 1 year ago

Gifting to relatives

By Rusty Nelson 1 year ago

Separate Accounts Rules

By Kim Shields 1 year ago

Inherited IRA

By David Bunin 1 year ago

RMD in year of death Estate as Beneficiary

By Howard Hook 1 year ago

Pros Cons of doing in-service withdrawal of Employer retirement plan vs rollover toIRA

By Scott Gorham 1 year ago

RMD Calculation for multiple beneficiaries

By Eleonora Tomasello 1 year ago

Beneficiary RMDs for 2023

By Matthew Ottusch 1 year ago

Converting Traditional and Non-deductible IRA funds over to a Roth

By Steve Athanassie 1 year ago

Eligible designated beneficiary

By rosalyn malin 1 year ago

Stepped-up cost basis for inherited NUA stock?

By K McM 1 year ago

RMD and Inherited IRA

By Matthew Bernstein 1 year ago

Placing a Roth IRA Account in a Revocable Trust with a beneficiary designation

By James Sheehan 1 year ago

If named IRA beneficiaries have died, no contingent beneficiaries were named, IRA account falls to the Estate (no living Trust)

By Teresa Vail 1 year ago

Coverdell ESA IRA-Student Loan Payoff?

By Joseph Schwarz 1 year ago

After-tax money in IRA and rolling INTO a 401k and then Roth Conversion?

By Michael Neuenschwander 1 year ago

QUalified Annuities with Lifetime income and RMDs

By Neal Gordon 1 year ago

New SIMPLE IRA limits due to SECURE Act 2.0

By Walter Gonzalez 1 year ago