IRA Discussion Forum

Active Participation preventing deduction of IRA contribution

By William Waltermire 2 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

Roth Conversion – Paying Federal Taxes and Underpayment Penalty

By Donald Diotallevi 3 months ago

401(k) after tax conversion to Roth IRA

By ufleming 3 months ago

Rollover TSP and IRA from death

By Douglas Bauerband 3 months ago

Roth IRA Withdrawal- not 59 1/2

By Vickie Intriago 3 months ago

Bene IRA RMDs

By Matthew Ottusch 3 months ago

401k Roth conversion for a retiree if in-plan rollover is not allowed

By learner 3 months ago

Inherited IRA 10-year period RMDs

By Walter Gonzalez 3 months ago

Inherited IRAs

By Glenn Wager 3 months ago

Inherited IRA to ROTH?

By Liz Griffiths 3 months ago

How are existing 5 year clocks handled when transferring assets from one Roth IRA to another?

By Jim Tonchick 3 months ago

Inherited IRA to Spousal IRA

By Anthony Perrone 3 months ago

Undistributed RMD in year of death and RMD calculation for spousal rollover in 2025

By Mei Au 3 months ago

convoluted inheritance of 401k

By John J 3 months ago