Retirement Savings and Benefits
Questions and comments about IRAs, 401k accounts, social security, and other forms of retirement savings and benefits.
Page 1 of 134 • Next
IRS Testing of Company 401ks by CV 
Posts: 2 | Last by Spirit Rider, 01/21/17 01:03AM 
Roth 401k & Roth IRA by CV 
Posts: 3 | Last by triad, 01/20/17 11:08PM 
Cobra & ACA by CV 
Posts: 4 | Last by Spirit Rider, 01/20/17 06:47PM 
Incorrectly filed 8889 (HSA form) by 47Percent 
Posts: 4 | Last by Alan S., 01/20/17 01:25AM 
Roth conversion of inherited IRAs by BruceM 
Posts: 3 | Last by BruceM, 01/19/17 02:05PM 
Never submitted 8606's for non deductible IRA contributions by provlima 
Posts: 4 | Last by Alan S., 01/16/17 11:46PM 
SE401k excess deferral by Nebster 
Posts: 2 | Last by Alan S., 01/15/17 02:50AM 
ROTH Conversion - SEPP + IRA with basis by Joesxm 
Posts: 4 | Last by Alan S., 01/14/17 06:13PM 
Converted to Roth, some securities transferred out. Recharacterize? by echangmob 
Posts: 2 | Last by Alan S., 01/13/17 02:50AM 
ROTH earnings taxed if under 5 yrs by len3hardy 
Posts: 5 | Last by len3hardy, 01/12/17 05:57PM 
Section 415 limits by knarf 
Posts: 11 | Last by knarf, 01/11/17 08:50PM 
Inherited IRA question by O2B_Free 
Posts: 3 | Last by Spirit Rider, 01/10/17 06:47PM 
Roth IRA Contribution by b1_lee 
Posts: 6 | Last by Alan S., 01/09/17 06:48PM 
Traditional IRA Contribution Allowable? by tomd37 
Posts: 4 | Last by Alan S., 01/08/17 07:17PM 
termination of solo 401k and form 5500 by bitbander 
Posts: 3 | Last by Spirit Rider, 01/06/17 06:09PM 
Timing RMDs relative to 403(b) to 403(b) direct transfers by Allende1 
Posts: 6 | Last by Alan S., 01/06/17 05:52PM 
Withholding From Roth Conversion by kaneohe 
Posts: 8 | Last by Alan S., 01/04/17 08:34PM 
403(b) (would be state-tax-free) => IRA => Roth IRA How to keep the tax benefit? by hales 
Posts: 12 | Last by Drewremedy, 01/01/17 05:18PM 
RMD Rules for separate 403b accounts by caesark 
Posts: 3 | Last by caesark, 12/31/16 04:26PM 
Question on Foreign Pension Distribution by gem1129 
Posts: 2 | Last by Alan S., 12/22/16 05:19PM 
Backdoor Roth? by Mak Roberts 
Posts: 2 | Last by Alan S., 12/22/16 05:11PM 
combining inherited IRAs by wanttoknow 
Posts: 5 | Last by wanttoknow, 12/15/16 06:21PM 
401k NUA Tax Strategy by Hdhead 
Posts: 3 | Last by Hdhead, 12/11/16 12:35AM 
Roth IRA Contribution Without Filing by bongo 
Posts: 2 | Last by Alan S., 11/29/16 11:48PM 
401(k) and solo 401(k) contributions by bhunsberger@oregonian.com 
Posts: 3 | Last by Spirit Rider, 11/29/16 06:12PM 
Why am I getting 1099's for dividends in an IRA account by O2B_Free 
Posts: 4 | Last by triad, 11/17/16 07:48PM 
contribute new money to roth, or convert old ira by sandyp 
Posts: 4 | Last by Alan S., 11/13/16 07:57PM 
Clarify 457, 403b distribution rules by hales 
Posts: 8 | Last by hales, 11/08/16 01:42AM 
457b to Roth 457b recharacterization rules apply? by torz 
Posts: 8 | Last by Alan S., 11/07/16 07:05PM 
Tax question on TSP to Annuity by Trucker 
Posts: 2 | Last by Alan S., 11/05/16 03:27AM 
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