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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First attending level job but no 401k offered. What are the options? by Swat 
Posts: 2 | Last by Drewremedy, 05/24/17 01:58AM 
why 5498 for Roth w/ FMV only ? by RustyShackleford 
Posts: 2 | Last by Alan S., 05/23/17 08:34PM 
audited (again) for Roth recharacterization by RustyShackleford 
Posts: 12 | Last by RustyShackleford, 05/20/17 03:38PM 
SSA disability payments due to terrorist attack by motax 
Posts: 3 | Last by motax, 05/20/17 01:07PM 
Problem with tIRA Reverse Rollover into 401k by TaxingInquiry 
Posts: 4 | Last by Alan S., 05/13/17 03:23PM 
403B Annuity RMD/1st Year of annuitization by rimbaud 
Posts: 4 | Last by Alan S., 05/13/17 03:40AM 
Beginning Social Security Sept 1 2017 by oprater 
Posts: 6 | Last by Drewremedy, 05/11/17 08:52PM 
IRA rollovers to Roth 401(k) by RichC 
Posts: 3 | Last by RichC, 05/09/17 09:13PM 
Limited Partnership by b1_lee 
Posts: 2 | Last by BruceM, 05/08/17 04:27PM 
TIRA withdraw prior to taking the RMD by BruceM 
Posts: 3 | Last by BruceM, 05/08/17 02:34PM 
Roth 401k rollover - contributions vs. earnings by egreen 
Posts: 3 | Last by egreen, 05/04/17 02:23AM 
definition of IRA-to-IRA rollover by wanttoknow 
Posts: 4 | Last by Alan S., 05/02/17 11:06PM 
Tax & Estate Planning by b1_lee 
Posts: 4 | Last by wanttoknow, 05/02/17 07:40PM 
Social Security Disability Survivor Benefits by Brewster 
Posts: 4 | Last by Brewster, 04/28/17 06:11PM 
Husband's SSA Benefits for Surviving Spouse by Katosalibi 
Posts: 3 | Last by Sven, 04/22/17 07:34PM 
NUA & Stock Split by Envision22 
Posts: 14 | Last by Alan S., 04/19/17 10:40PM 
Inherited IRA 10% Tax Penalty by range-ball 
Posts: 2 | Last by Alan S., 04/19/17 03:57PM 
What to do about nondeductible IRA funds rolled over into my solo 401k? by console 
Posts: 1 | Last by console, 04/16/17 11:21PM 
IRA 60 day rollover by motax 
Posts: 4 | Last by Alan S., 04/11/17 11:20PM 
RMD and deadline and tax program by Hankj 
Posts: 5 | Last by Hankj, 04/10/17 12:30PM 
Roth IRA Excess 2015 by banff50 
Posts: 4 | Last by Alan S., 04/09/17 03:19PM 
Do 8606ís for past years require amended 1040ís? by provlima 
Posts: 2 | Last by Alan S., 04/07/17 06:13PM 
SSA benefit started 2016, Withdraw 2017 & impacts to 2016 & 2017 Returns? by b1_lee 
Posts: 3 | Last by b1_lee, 04/06/17 07:27PM 
Traditional 401k Rollover to Regular IRA by b1_lee 
Posts: 3 | Last by Benn, 04/03/17 02:06AM 
Roth IRA Contribution by b1_lee 
Posts: 2 | Last by Spirit Rider, 04/02/17 05:19AM 
1099-R from pension rollover to Roth IRA by Windfallhelp 
Posts: 4 | Last by Alan S., 03/24/17 06:52PM 
Return of excess 401k contribution: how to file? by Richard Berg 
Posts: 6 | Last by Alan S., 03/23/17 08:03PM 
1099-R due to loss in Roth 401k by aatreya 
Posts: 4 | Last by Alan S., 03/23/17 04:45PM 
IRA and K-1 by fuzzduzz 
Posts: 6 | Last by Alan S., 03/21/17 08:11PM 
Unrecovered Contributions by stewartb     Goto Page: 123
Posts: 48 | Last by stewartb, 03/21/17 12:40AM 
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