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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RMD in form of Stock Transfer by 19gt52 
Posts: 5 | Last by 19gt52, 08/17/17 12:25AM 
RMD tax calculation on 401k after-tax contributions by luke_airig 
Posts: 2 | Last by Alan S., 08/15/17 11:43PM 
Do After-Tax 401k Contributions count as Conversions? by AKay 
Posts: 9 | Last by AKay, 08/11/17 07:07PM 
succeeding Roth beneficiaries by pdq2006 
Posts: 2 | Last by Alan S., 08/08/17 11:16PM 
Inherited spousal IRA options by BruceM 
Posts: 4 | Last by Alan S., 08/04/17 01:03AM 
Moving to a tax free state by len3hardy 
Posts: 8 | Last by BruceM, 08/03/17 05:19PM 
2017 ROTH 401k contribution limits by gejo48 
Posts: 5 | Last by Spirit Rider, 07/29/17 04:02PM 
5-Year Test/Roth IRA by dwthomas     Goto Page: 12
Posts: 28 | Last by Alan S., 07/22/17 06:05PM 
IRAs 1982-1996 by Moneymaven 
Posts: 6 | Last by Moneymaven, 07/13/17 01:01AM 
Insufficient funds in IRA to pay RMD by BruceM 
Posts: 3 | Last by BruceM, 07/11/17 09:42PM 
RMD, Perhaps for Alan by MadDog 
Posts: 2 | Last by Alan S., 07/06/17 06:57PM 
Form 8606 by JimC 
Posts: 6 | Last by Alan S., 07/03/17 03:49PM 
1040 Line 15a - contradiction in instructions by wanttoknow 
Posts: 3 | Last by wanttoknow, 06/26/17 06:34AM 
Maximize combined 401k and IRA contributions by orgman 
Posts: 6 | Last by 47Percent, 06/14/17 06:27AM 
NUA considerations by DeeDee 
Posts: 3 | Last by DeeDee, 06/03/17 07:21PM 
Maryland state tax on Roth conversion by scwdelta 
Posts: 2 | Last by ruth, 05/31/17 01:02AM 
IRA OneRolloverPerYear Rule by caesark 
Posts: 8 | Last by Brewster, 05/26/17 05:16PM 
Need Alan's Expertise for this one.... by caesark 
Posts: 2 | Last by Alan S., 05/26/17 04:29AM 
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 
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 
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