IRA Discussion Forum

Opening a Roth IRA for eventual Roth 401(k) Rollover

By Kevin Reardon 2 years ago

Simple IRA contributions prior year

By Michael S 2 years ago

S Corp Simple IRA contribution and wages – after S Corp Income ceases

By Mary K. Dean 2 years ago

Repayment of Qualified Corona virus related distributions – after participant dies

By Howard Hook 2 years ago

Form 1099-R Code P with withholding

By Dana Evans 2 years ago

Can IRA aunnuity payouts now be included in 2023 RMDs?

By Linton Banwell 2 years ago

Spouse Inherited IRA

By Gregg Guiol 2 years ago

Simple IRA

By Kevin O'Hearn 2 years ago

SEP IRA & Roth IRA

By Brandon Blanchard 2 years ago

Not IRA, but 1099-Misc Contract Fee

By Ryan Meacher 2 years ago

SIMPLE IRA for sole proprietor, no employees

By Michael Frontera 2 years ago

10-Year or Can We Somehow Stretch Over Life of Spouse?

By Arek Puzia 2 years ago

Custodian made check payable to deceased spouse’s estate

By Warren DeNardo 2 years ago

SEP IRA

By Brandon Blanchard 2 years ago

Whose age to use for RMD?

By Joseph Curtis 2 years ago

Estate issue with Ira

By Bob Justice 2 years ago

QLAC: Single or Joint

By David Heuring 2 years ago

W2 employee S Corp Safe Harbor Plan

By Charlie Pesiridis 2 years ago

Look Through Trust

By Ryan Smith 2 years ago

Indirect rollover/Roth conversion – 401(k) withdrawal repaid to Roth IRA

By Cassandra Lenfert 2 years ago

Beneficiary IRA Calculations

By Wendy Mommaerts 2 years ago

Rollover from 401(k) plan with both pre-tax and after-tax contributions

By Chung-Chu Hsieh 2 years ago

RMD – Spouse

By Matt Mason 2 years ago

SDIRA Prohibited Transaction

By Jesse Ransom 2 years ago

SEP

By Henry Chan 2 years ago