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: Budget Deal Affects 2017 Tax Returns by Kaye Thomas 
Posts: 1 | Last by Kaye Thomas, 02/09/18 08:46PM 
Net Unrealized Appreciation (NUA) by b1_lee 
Posts: 2 | Last by Alan S., 02/15/18 11:59PM 
@@Closing out ROTH account by agawam 
Posts: 4 | Last by kaneohe, 02/15/18 01:53PM 
Withholding for 2018 by kurtsang 
Posts: 3 | Last by natjoe75, 02/15/18 10:53AM 
ZERO TAXES owed on Traditional IRA Withdrawals by oprater 
Posts: 12 | Last by Art, 02/10/18 05:27PM 
Multiple in plan Roth 401K conversions ... by sonofagunk 
Posts: 2 | Last by Alan S., 02/10/18 02:33AM 
Roth Conversion - Need 3000 more to avoid Medicaid by zenlater 
Posts: 4 | Last by 47Percent, 02/09/18 10:28PM 
Tax on roth dividends? by Melody 
Posts: 6 | Last by Melody, 02/04/18 05:38PM 
Outdated 8606 Form by jerryfer 
Posts: 7 | Last by Alan S., 02/04/18 02:41AM 
Error by IRA custodian - How does it affect us? by gindie 
Posts: 11 | Last by Benn, 02/02/18 05:31AM 
Exceed 401k contribution and 1099-R code E by silencesound 
Posts: 5 | Last by silencesound, 01/30/18 07:41PM 
Question about Mega Backdoor Roth by sjr 
Posts: 7 | Last by Alan S., 01/30/18 02:30AM 
which line to use for 401k > ira rollover? by wolfee 
Posts: 3 | Last by wolfee, 01/29/18 12:40PM 
QCD and 1099R by boater07 
Posts: 6 | Last by tomd37, 01/25/18 03:01PM 
Waiving solo 401(k) late filing penalties? by RichC 
Posts: 6 | Last by TrustYourself, 01/25/18 01:56AM 
cost basis of Roth by boater07 
Posts: 5 | Last by Art, 01/23/18 09:52PM 
Why the half years? by ss 
Posts: 4 | Last by Kaye Thomas, 01/21/18 10:13PM 
Still possible to undo 2017 Roth conversions by Kaye Thomas 
Posts: 3 | Last by Alan S., 01/20/18 12:14AM 
Does IRA-Qualified Charitable Distribution provision still exist by Mathetes 
Posts: 6 | Last by Mathetes, 01/18/18 02:56AM 
Profit Sharing Plan & NUA by sscminc 
Posts: 4 | Last by Alan S., 01/12/18 10:27PM 
labeling pre-1987 403(b) plan balances by bencubbin 
Posts: 12 | Last by bencubbin, 01/10/18 09:43PM 
Contributing alimony to an IRA by Art 
Posts: 5 | Last by Kaye Thomas, 12/31/17 12:19AM 
Social Security Benefit Tax on the new tax law? by Mak Roberts 
Posts: 2 | Last by ruth, 12/30/17 11:23PM 
Insurance Premiums for Retired Public Safety Officers by christopher 
Posts: 3 | Last by christopher, 12/28/17 03:46PM 
When must new Roth be opened by grove 
Posts: 2 | Last by Alan S., 12/26/17 08:17PM 
Roth conversions & RMDs by kaneohe 
Posts: 3 | Last by kaneohe, 12/22/17 11:15PM 
Tax Bill Conference Agreement ends Recharacterization? by friendswooddon2 
Posts: 7 | Last by Kaye Thomas, 12/21/17 09:01PM 
ROTH IRA RESTORATIVE PAYMENT by caesark 
Posts: 3 | Last by Alan S., 12/16/17 04:05AM 
What year does a lump sum 401k match count for by sonofagunk 
Posts: 5 | Last by Spirit Rider, 12/15/17 12:11AM 
Inherited annuity within IRA by luke_airig 
Posts: 3 | Last by Alan S., 12/11/17 11:56PM 
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