Retirement Savings and Benefits
Questions and comments about IRAs, 401k accounts, social security, and other forms of retirement savings and benefits.
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Announcement: Major Changes by Kaye Thomas 
Posts: 1 | Last by Kaye Thomas, 08/07/18 04:38PM 
RMD calculation on inherited non-qualified annuity by DTASFAB 
Posts: 6 | Last by kaneohe, 08/06/18 05:54PM 
nt by rmlnm 
Posts: 7 | Last by rmlnm, 08/03/18 01:30AM 
Best approach for reporting plan assets and contributions on a first-time Form 5500 (EZ or SF) by mem 
Posts: 1 | Last by mem, 07/26/18 09:06AM 
Self-Directed IRA Question by hknown 
Posts: 7 | Last by hknown, 07/25/18 05:19PM 
Contingent Beneficiary by Bill18163 
Posts: 2 | Last by Alan S., 07/25/18 03:39PM 
Back door Roth IRA by orgman 
Posts: 3 | Last by Spirit Rider, 07/19/18 02:11AM 
Earnings on Excess Roth contribution by BruceM 
Posts: 2 | Last by Alan S., 07/18/18 07:08PM 
FICA Revenues by sscminc 
Posts: 2 | Last by BruceM, 07/18/18 06:41PM 
IRA Draw Down by etelle 
Posts: 5 | Last by kaneohe, 07/16/18 12:30AM 
Roth Advice needed by Jesusluvsu 
Posts: 4 | Last by Alan S., 06/29/18 09:06PM 
Taxation of foreign pensions by Bluewater 
Posts: 1 | Last by Bluewater, 06/27/18 02:59PM 
Changing a Rollover Contribution to Roth IRA to a Direct Contribution to Roth IRA by spoon! 
Posts: 2 | Last by Alan S., 06/26/18 04:45AM 
RMD after 403(b) rollover to IRA by bencubbin 
Posts: 10 | Last by Alan S., 06/24/18 04:25PM 
Roth 401K by b1_lee 
Posts: 4 | Last by b1_lee, 06/10/18 04:29PM 
SIMPLE IRA PLAN by caesark 
Posts: 6 | Last by dav1d2015, 06/06/18 01:03PM 
Impact of Trader Tax deduction on IRA Earned Income by bsdfish 
Posts: 2 | Last by triad, 06/05/18 05:24PM 
Inherited Pension Calculation by Durangokidd 
Posts: 2 | Last by Alan S., 05/23/18 09:23PM 
NIIT by b1_lee 
Posts: 5 | Last by Alan S., 05/23/18 04:57PM 
Non-QualifiedAnnuity to TIRA/RIRA? by kaneohe 
Posts: 3 | Last by kaneohe, 05/12/18 01:47AM 
Accounting for the Qualified Charitable Distribution by BruceM 
Posts: 3 | Last by Alan S., 05/11/18 09:30PM 
State tax on TIRA to Roth IRA by len3hardy 
Posts: 4 | Last by ruth, 05/10/18 05:22PM 
Divorce and RMD by BruceM 
Posts: 4 | Last by DMx, 05/08/18 08:54PM 
Social Security for a Widow by Brewster 
Posts: 4 | Last by BruceM, 05/07/18 02:39PM 
5500-EZ & IRA's by taks 
Posts: 3 | Last by taks, 04/27/18 01:09PM 
RMD and Spouse 10 years younger by BruceM 
Posts: 3 | Last by BruceM, 04/24/18 04:02PM 
mega backdoor Roth process by costBasis 
Posts: 13 | Last by costBasis, 04/20/18 04:59AM 
Tax penalty on no health insurance by Melody 
Posts: 13 | Last by Melody, 04/17/18 03:10PM 
1099R are these going to mess me up? by jannie 
Posts: 4 | Last by Alan S., 04/11/18 12:26AM 
Line 15 a] and 15 b] screw up ? by jonesyguy 
Posts: 2 | Last by Alan S., 04/09/18 02:57AM 
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