IRA distribution

How IRA Distributions Impact the 3.8% Healthcare Surtax

Wednesday, September 11, 2013
How can you and your financial advisor work together to lower your tax liability? One of the questions we often ask financial professionals is, "what have you done to lower your clients' exposure to the new 3.8% healthcare surtax on net investment income?" View our IRAtv video below.
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Roth Conversions and the Pro-Rata Rule

Monday, April 22, 2013
For IRA distribution purposes, all IRAs (except Roth IRAs) are considered one big giant IRA. It doesn’t matter if you have one IRA that was rolled over from a former employer, and one SEP IRA with your current employer, and one contributory IRA where you put annual contributions, and one after-tax IRA where you put contributions for which you do not take a deduction. All four IRAs will be considered one IRA any time you take a distribution.
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Tax Deadline Relief for Hurricane Sandy Victims

Wednesday, November 14, 2012
Hurricane Sandy, also known as "Super-Storm Sandy," did considerable damage in the Northeast part of the United States. As a result, the IRS issued several news releases describing the postponement of certain tax-related deadlines for victims affected by Hurricane Sandy. These postponements also apply to IRA and other retirement plan deadlines. The relief applies to many counties in New Jersey, New York, and Connecticut.
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IRA Withholding for 2012

Monday, November 05, 2012
If you are an IRA owner or an IRA beneficiary, you will have to make a federal income tax withholding choice when you take a distribution. The reason you have to make a withholding choice is because IRA distributions are taxable. In most cases, the withholding election is built into the withdrawal form provided by the custodian. You can be penalized for underestimating your tax liability.
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