Site search

Top IRA Rulings of 2013
• ATRA Expands In-Plan Roth
Conversions
• Roth Conversions Can Help
IRA Trusts Avoid the New
39.6% Top Income Tax Rate
• IRA Estate Planning Post-
ATRA
• U.S.

AFTER I CALCULATE MY MINIMUM DISTRIBUTIONS FROM MY 401K AND IRA PLANS. CAN I TAKE THE COMBINED MINIMUM FROM EITHER...

"Don't Let the IRS Gobble Up Your IRA," yet if you listen to the national newspaper article we read yesterday, that's exactly what the IRS will do. This article's author makes major mistakes, using the wrong IRA minimum distribution table in his example, using the wrong percentage when talking about required distributions from your IRA balance and more.

IRS Private Letter Ruling 201342017 is a ruling that involved a Ponzi scheme in an IRA. An IRA owner we will call "Alex" asserted that his failure to complete his IRA rollover within the 60-day rollover window was because his financial adviser engaged in a Ponzi scheme.

Ed Slott and Company IRA Technical Consultant Jeffrey Levine lays out 3 different ways you can give to charity in 2013, how charitable giving can help you at tax time and key strategies to take advantage of before the end of the year. It's December, so with that in mind, we lay out 3 ways you can give to charity in 2013.

My wife just found out she inherited an IRA from her dad, who died in 2002 at age 54. Why...

My client owned a non-traded REIT in her IRA that went public this fall. Client chose to rollover the shares...

Not only are the holidays upon us, but it is time to make sure that required distributions (RMDs) from retirement plans are taken before year end (or before the cutoff date imposed by the IRA custodian). One question that comes up frequently is what RMDs can be added together. We answer this in detail below.

Good Afternon I am in need of guidance on this unusual fact pattern FACTS: T-IRA owner, 80, passed away in...

Can the after-tax portion of a Pension Lump Sum rollover be deposited into a Roth IRA? Will it count as...