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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Appleby's IRA Question of The week
Real advisor questions. Practical IRA answers.
Each issue is based on an actual question received from a financial professional (with identifying details removed) and includes Denise Appleby's technical analysis and answer.
Issue #001 is available free. Future issues are available with a paid membership (sign up here).
| QOTW Issue | Question Summary (Click to Read) |
| 001 |
Topic: Inherited IRAs |
| 002 |
Topic: Inherited IRAs |
| 003 | Topic: Required Minimum Distributions (RMDs) Subtopic: Still-Working Exception- going part time Authority: Included |
| 004 |
Topic: Inherited Retirement Accounts Subtopic: Titling of Inherited IRAs vs. Employer Plans Authority:Included |
| 005 |
Topic: Inherited IRAs Subtopic: Surviving Spouse Beneficiaries Under Age 59½ Authority:Included |
| 006 |
Topic: Employer Plan Rollovers Subtopic: In-Service Rollovers After Age 59½ |
| 007 |
Topic: IRA Rollovers |
| 008 | Topic: Roth IRAs Subtopic: Can Roth Conversion Amounts Be Withdrawn Before Five Years? Authority:Included |
| 009 | Issue: 009 Topic: Inherited IRAs Subtopic: Did SECURE 2.0 Change the Bankruptcy Protection for Inherited IRAs? Authority: Included |
| 010 |
Topic: IRA Creditor Protection |
| 011 |
Topic: Roth IRA Rollovers |
| 012 |
Topic: Roth IRAs Subtopic: Can Traditional IRA Contributions Intended for a Backdoor Roth Be Recharacterized? Authority: Included |
| 013 | Topic: Roth IRAs Subtopic: Can an Ineligible Roth IRA Contribution Still Be Used for a Backdoor Roth? Authority: Included |
| 014 | Topic: Roth IRAs Subtopic: Must Roth Conversion Amounts Remain in the Roth IRA for Five Years? Authority: Included |
| 015 |
Topic: Required Minimum Distributions and the Still Working Exception Subtopic: Is a Year-of-Death RMD Required When the Participant Was Still Working? Authority: IRC §§401(a)(9)(C), 403(b)(10), and 402(c)(11); Treas. Reg. §§1.401(a)(9)-2(b) and 1.401(a)(9)-5 |
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