IRA Discussion Forum

“Custom” Beneficiary Designation for Traditional IRA

By Justin Yates 2 months ago

Capital gains in an inherited IRA

By Heidi Quinn 2 months ago

Any chance 10 year period will begin in 2025?

By Heidi Quinn 2 months ago

NUA

By ShipsnGiggles 2 months ago

QCDs .. When to Exclude from Income

By Shantelle Palermo 2 months ago

Exception to “one SIMPLE per year” rule?

By Nathan Kastner 2 months ago

Post DEATH Distribution with Trust Held Inherited IRA

By Vickie Intriago 2 months ago

Roth conversion before taking rmd

By arun parikh 2 months ago

NUA – Holding Period for LTCG

By David L. Dunn, CPA/PFS, CFP® 2 months ago

Prior Years Excess Roth

By steve jackson 2 months ago

QCD and Backdoor Roth Same Year

By Barry Dreayer 2 months ago

SIMPLE IRA contribution deadline

By Charles Foster 2 months ago

2 questions

By Robert Roselli 2 months ago

Inherited Ira-potential conversion

By MICHAEL DUBIN 2 months ago

Roth conversion/ estimated taxes

By Richard Nelson 2 months ago

Cost basis (principal) for Roth IRA rolled over from Roth 401K

By Keith Kim 3 months ago

Excess removal earnings penalty waiver

By Sten Lindquist 3 months ago

NUA Trigger Event

By Vickie Intriago 3 months ago

Inherited IRA distribution 2024

By Vickie Intriago 3 months ago

Individual 401k

By Larisa Kutac 3 months ago

Roth 5 yr rules

By AlaskaMike 3 months ago

Contributions to retirement plans for S-Corp

By Brian Smith 3 months ago

IRA funds are paid to the trust….

By Ed Ricketts 3 months ago

Trustee to Trustee Transfer

By Anthony Zalesky 3 months ago

disclaim IRA

By Jon Heller 3 months ago