IRA Discussion Forum

2022 Excess Contribution on 403b

By Celva Prabu 2 years ago

IRS penalty on excess Roth contributions

By Paula Calhoun 2 years ago

401K Contribution

By Neal Gordon 2 years ago

Inherited IRA questions

By Neal Gordon 2 years ago

Father Dies Before Wife’s 457 Plan Could be Rolled into his IRA

By Mark Struthers 2 years ago

Controlled and Affiliated Service Groups

By Uli Bittenbinder 2 years ago

Pro rata rule for Roth IRA conversion

By J Sampson 2 years ago

Spousal Election

By George McCabe 2 years ago

408b Annuity IRA RMDs

By Julie Anderson-Smith 2 years ago

In-service withdrawal/rollover

By Brandon Blanchard 2 years ago

Client passed away 55 years old, Spouse bene 55 years old – Bene IRA or IRA

By Julie Brangenberg 2 years ago

The Step Transaction Doctrine

By Kelli Grew 2 years ago

50k gift to employee/friend

By John Stevens 2 years ago

Can income from income rider satisfy RMD from other IRA accounts

By Jim Musgrave 2 years ago

Inheriting an IRA Pre-Secure Act

By David Bunin 2 years ago

72T Turning 59 1/2

By Scott TI 2 years ago

Back-door Roth with Existing IRA Balance

By Justin C 2 years ago

Secure 2.0 Statute of Limitations for a missed RMD. Filing form 1040 instead of 5329

By George W Smith IV 2 years ago

IRA transfer followed by another IRA transfer

By Amanda Minter 2 years ago

Determining the tax-free distribution from a Roth IRA that was established from a QDRO

By William Burt 2 years ago

QCD – offset from another IRA

By Jeff Lenhart 2 years ago

Is an honorarium income which can be deposited in a Roth IRA

By cbow3 2 years ago

Beneficiary of Trust Owned IRA

By David Sloper 2 years ago

Notice 2023-54

By Kevin Dempsey 2 years ago

Decedent’s 2023 Year of Death RMD – Relief from Notice 2023-54?

By Kristen Perez 2 years ago