IRA Discussion Forum

Twice Inherited IRA BDA

By Kevin O'Hearn 3 months ago

Bank payment of estate IRA directly to beneficiaries

By John Spahn 3 months ago

10-Year Rule for inherited Roth 401(k)

By Mike Harris 3 months ago

401(k) plan excess rollover

By Sten Lindquist 3 months ago

Spouse inherits deceased husband Roth IRA

By BruceM 3 months ago

Excess Roth contribution 2023 – removed with earnings in 2025

By B Smith 3 months ago

Roth 5yr rule with 410k Roth

By Douglas Bauerband 3 months ago

IRA Contribution Error Correction

By Lisa Krall 3 months ago

Return of Excess Question

By Kevin O'Hearn 3 months ago

Solo Roth 401K plan

By D S 3 months ago

Double Inherited IRA BDA

By Kevin O'Hearn 3 months ago

Spousal IRA RMD

By Greg Middendorf 3 months ago

Solo 401(k)

By John Nielsen 3 months ago

Active Participation preventing deduction of IRA contribution

By William Waltermire 3 months ago

Splitting a trust (see-through) if the sole trust beneficiary dies

By Diane Goldstein 3 months ago

Inherited IRA

By Anthony Perrone 3 months ago

Inherited IRA

By Anthony Perrone 3 months ago

NUA from a Bene 401K

By Philip Summers 3 months ago

After tax 401k contributions vs. Roth contributions

By Robert Roselli 3 months ago

Do restorative payments need to go through a custodian when they are deposited into a retirement account?

By Jen Smith 3 months ago

After-tax contributions in a 401k. Pro-rata rules apply?

By Alan Fishman 3 months ago

IRA Rollover

By ShipsnGiggles 3 months ago

Disposition of assets in probated IRA inherited by a trust

By LJ Camm 3 months ago

Opening and Funding a Minor Roth IRA

By Trent Lakes 3 months ago

Roth IRA / Conversion

By Matt Mason 3 months ago