IRA Discussion Forum

Will a gift to a charitable gift annuity by a beneficiary escape the 10-year depletion rule

By Michael Philipps 2 years ago

Spousal IRA Clarification

By Scott Searles 2 years ago

Spousal inherited IRA options & deadlines

By Angela Colling 2 years ago

Multiple Bene IRA’s

By MIKE KRUCHTEN 2 years ago

401K Beneficiary to Traditional IRA RMD requirement

By David Yeh 2 years ago

IRA taxable event

By Brian Carenza 2 years ago

401K RMD Question

By Kevin O'Hearn 2 years ago

Spousal IRA Rules When Spouse Earns Misc. income

By Jeffrey Petrillo 2 years ago

Inherited Roth IRA Non-EDB

By Tracy Hawbaker 2 years ago

SEP and Individual/Solo 401(k)

By Brandon Blanchard 2 years ago

Restorative Payment – Payer reporting unknown

By Jennifer Hansen 2 years ago

Spouse 10 years younger as sole Beneficiary

By MIKE KRUCHTEN 2 years ago

Restorative Payments – Payer Reporting Requirements?

By Jennifer Hansen 2 years ago

IRA Death Benefit Issued as Distribution, not to Inherited IRA

By Geoffrey Kasher 2 years ago

60-Day Rollover Violation?

By Jerry Matecun 2 years ago

60 Day Rollover

By Denise Sowell 2 years ago

Incorrect 1099-Q for 529 plan

By Max Wilson 2 years ago

IRA Beneficiary – “Per Custodial Agreement”

By Matthew Ottusch 2 years ago

IRA Contributions Not Deducted

By Brandon Blanchard 2 years ago

Business Owners of C Corp want the Corp to contribute to their IRAs

By Sheila Snyder 2 years ago

Open and Fund SEP IRA after age 73

By Marc Usem 2 years ago

401K and possible controlled groups

By TRACY HENNESSY 2 years ago

Depositing a restorative payment with a custodian different from where the loss occurred

By Jennifer Hansen 2 years ago

Inherited IRAs: Rules for Non-spousal and also Non-EDB beneficiaries

By JAMES SCHWEIKERT 2 years ago

Successor Beneficiaries

By Laura Davitt 2 years ago