Laws, regulations and rules subtopic
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Articles
1-95 out of 95 article(s)
| Title |
Author |
Type |
Date |
Words |
| House And Senate Debate And Amend Financial Regulatory Reform Proposals. |
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Nov 25, 2009 |
2494 |
| Americans Underwhelmed by Roth IRA Conversion Opportunity, First Command Reports. |
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Nov 19, 2009 |
1091 |
| IRS Issues Guidance On 2009 Required Minimum Distributions For Defined Contribution Retirement Plans. |
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Oct 26, 2009 |
2442 |
| Treasury Announces Retirement Savings Initiatives. |
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Oct 12, 2009 |
4029 |
| Last chance to donate from IRAs? |
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Sep 1, 2009 |
588 |
| Personal Accounts: Guidance From The Pensions Regulator. |
Trotter, Peter |
Law overview |
Jul 23, 2009 |
428 |
| Proposed consumer agency may impact CU investment, trust services. |
Samaad, Michelle A. |
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Jul 22, 2009 |
810 |
| Roth IRA conversions: benefits and planning opportunities. |
Detzel, Lauren Y.; Bonnett, Eric N. |
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Jun 1, 2009 |
3552 |
| Distribution relief: new law suspends certain RMDs for 2009. |
Josephs, Stuart R. |
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Mar 1, 2009 |
1383 |
| Passage Of HEART Act Impacts Employee Benefit Plans. |
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Jan 27, 2009 |
1425 |
| DALBAR Adviser Audit Upgraded for New IRA and 401(k) Regulation. |
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Jan 21, 2009 |
597 |
| December 2008: Year-End Charitable Contribution Guidance. |
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Jan 21, 2009 |
1167 |
| The Worker, Retiree, And Employer Recovery Act Of 2008 Provides Pension Funding Relief. |
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Jan 7, 2009 |
1310 |
| Required minimum distribution rules suspended for 2009 for IRAS and other defined contribution plans. |
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Dec 24, 2008 |
1144 |
| The Worker, Retiree, and Employer Recovery Act of 2008 waives required minimum distributions for 2009. |
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Dec 24, 2008 |
748 |
| 2009 Estate Plan Changes. |
Richter, Shaw |
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Dec 22, 2008 |
1292 |
| Rescue Bill Provides For Gifts From IRAs Direct To Charities. |
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Dec 17, 2008 |
486 |
| Avoiding Penalties For Not Taking Distributions From Inherited IRAs. |
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Oct 22, 2008 |
1375 |
| DOL Proposes Rules On Investment Advice Exemption For 401(K) Plans And IRAs. |
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Sep 23, 2008 |
5181 |
| Good news about making gifts to CLF directly from your IRA! |
Harwood, Timothy |
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Sep 22, 2008 |
277 |
| Ten things to know about the Roth 401(k). |
Hasseltine, Kristy |
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Sep 1, 2008 |
1235 |
| An analysis of the new Roth 401(k)/403(b) plans. |
Beausejour, David J.; Lynch, Michael F. |
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Aug 1, 2008 |
6164 |
| Rulings On Class Certification, Expert Testimony And Summary Judgment In Case Involving Sales Of Annuities For Qualified Retirement Plans. |
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Mar 18, 2008 |
1119 |
| Final Roth 401(k) Regulations Released. |
Gerrie, Nancy S.; Hansen, William E.; Savard, Elizabeth A. |
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Jun 15, 2007 |
1509 |
| Caucus and IRA laws: Congress refocusing on the charitable sector. |
Nobles, Marla E. |
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May 1, 2007 |
1094 |
| Employee Benefits - March 2007. |
Kurtz, Harvey |
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Mar 12, 2007 |
1420 |
| New Federal Law Spurs Charitable Contributions from IRAS; Morgan Stanley Clients Donate Over $16 Million in 2006. |
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Feb 13, 2007 |
435 |
| IRS Releases First Pension Protection Act Guidance. |
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Feb 8, 2007 |
1204 |
| Important Changes Created By The Pension Protection Act of 2006. |
Rogers, Bruce |
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Feb 8, 2007 |
1652 |
| To Roth or not to Roth: more choice - and individual responsibility - in retirement investing means workers need to consider their options carefully. |
Thomasson, Timothy S. |
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Feb 1, 2007 |
2812 |
| Early distributions from inherited IRAs. |
Reichert, Charles J. |
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Feb 1, 2007 |
526 |
| Workplace law update: save our small business and pension protection acts. |
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Feb 1, 2007 |
1194 |
| IRS Publishes PPA Distribution Guidance "Grab Bag". |
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Jan 23, 2007 |
1378 |
| Department Of Labor Permits Good-Faith Compliance For New Pension Benefit Statement Requirements. |
Foster, David |
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Jan 3, 2007 |
1427 |
| IRS Provides Instructions On Reporting IRA Qualified Charitable Distributions. |
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Brief article |
Dec 20, 2006 |
260 |
| Highlights of the Pension Protection Act of 2006. |
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Dec 20, 2006 |
1621 |
| Using an IRA for charitable living: a new opportunity. |
Burke, Steven M. |
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Nov 10, 2006 |
754 |
| New Excise Taxes and Disclosure Rules With Respect to Potentially Abusive Tax Shelter Transactions Involving Tax-Exempt Entities. |
Serota, Susan |
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Aug 11, 2006 |
1321 |
| Roth 401(K) Roadmap For Employers. |
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May 25, 2006 |
1674 |
| Depository holding companies benefit from technical corrections act. |
Hagge, Greg |
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Apr 1, 2006 |
695 |
| The IRA Trust. |
Goldberg, Seymour |
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Dec 1, 2005 |
377 |
| New for 2006: Roth 401(k)s. |
Rankin, Clifford A. |
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Dec 1, 2005 |
489 |
| How protected are your clients' retirement accounts after the 2005 Bankruptcy Act? |
Gans, Richard R.; Lynch, Kristen M. |
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Nov 1, 2005 |
4428 |
| Bankruptcy protection for IRAs and retirement plans: tracing rollovers now gains paramount importance. |
Goldberg, Seymour |
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Oct 1, 2005 |
466 |
| Valuing IRA Annuities in Roth IRA Conversions. |
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Aug 25, 2005 |
485 |
| Court ruling protects IRAs in bankruptcy. |
Kess, Sidney |
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Jun 1, 2005 |
731 |
| U.S. Supreme Court Exempts IRAs From Bankruptcy Estate. |
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Jun 1, 2005 |
691 |
| Ruling Bars Creditors. |
Kovach, Lisa |
Brief Article |
May 23, 2005 |
219 |
| Pay attention to the care and feeding of your IRA. |
Schettenhelm, Karl W., Jr. |
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May 1, 2005 |
614 |
| IRAs forever. |
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Editorial |
Apr 11, 2005 |
508 |
| IRS Issues News Flash That Highlights Complexities of Automatic Cashouts for Plan Sponsors. |
Hamburger, Paul M.; Nathanson, Natalie M.; Solomon, Todd A. |
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Mar 2, 2005 |
961 |
| CHILE: PRIVATIZED SOCIAL SECURITY PENSIONS FALL SHORT FOR CHILEAN RETIREES. |
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Feb 11, 2005 |
1815 |
| DOL Final Regulation Requires Amendment To Automatic Cash-Out Provisions. |
Georgo, Latrice |
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Oct 21, 2004 |
975 |
| Qualified Retirement Plans: July 2004 Developments. |
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Aug 5, 2004 |
1318 |
| Taxpayer-friendly guidance on the 60-day IRA rollover waiver. |
Tillinger, Janet W. |
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Aug 1, 2004 |
1544 |
| New IRA trust rulings: IRS making it difficult to use "separate share" trusts. |
Foss, Mary Kay |
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Aug 1, 2003 |
1350 |
| Summary of Recommended Procedures In Connection with Blackout Periods under Retirement Plans. |
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Feb 5, 2003 |
2132 |
| Bear market's silver lining for IRAs . |
Bencivenga, Joseph V. |
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Nov 1, 2002 |
1221 |
| IRS Issues Final Regulations on Required Minimum Distributions. |
Goldstein, Larry R.; Raymond, Mark R. |
Statistical Data Included |
Sep 27, 2002 |
1655 |
| Marriage, minimum distributions, and mayhem: a discussion of IRAs under Florida's new elective share statute. |
Lynch, Kristen M. |
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Jun 1, 2002 |
4007 |
| IRS guidance on failed Roth IRA conversion. |
Fiore, Nicholas J. |
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Mar 1, 2002 |
675 |
| Navigating the maze of the required minimum distribution rules: new proposed regulations on required minimum distributions go a long way toward easing the complexity of prior proposed regulations, but are still appreciably unwieldy. |
Dilley, Steven C. |
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Feb 1, 2002 |
2963 |
| Calculating IRA distributions. |
Goldberg, Michael J. |
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Feb 1, 2002 |
1464 |
| New rules for IRA distributions: proposed regulations should mean less frustration for CPAs and their clients. (Tax/Employment Benefits). |
Monippallil, Matthew M. |
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Dec 1, 2001 |
2434 |
| Roth IRAs: a good deal just got better. |
Moore, Philip E. |
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Oct 1, 2001 |
1520 |
| How to Save Taxes With New IRA Withdrawal Rules. |
CHIANG, PETER |
Brief Article |
Apr 16, 2001 |
740 |
| Bush, New Congress Face Several Pocketbook Issues. |
QUINN, JANE BRYANT |
Brief Article |
Jan 29, 2001 |
970 |
| Raising IRA Limit May Spark More Confusion. |
Currier, Chet |
Brief Article |
Sep 4, 2000 |
288 |
| Saving: Securing a Nest Egg for Our Golden Years. |
Bilbray, Brian |
Brief Article |
Jul 31, 2000 |
583 |
| Early retirees can enjoy COLAs. |
Lynch, Michael |
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Feb 1, 2000 |
439 |
| What has happened to the IRA? |
Lavin, David |
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May 1, 1999 |
984 |
| IRSRRA '98 revamps higher education incentives. |
Foran, Nancy J. |
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Mar 1, 1999 |
4065 |
| New Roth IRA conversion rules. |
Lynch, Michael |
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Mar 1, 1999 |
513 |
| Roth IRAs - 1998 changes. |
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Jan 1, 1999 |
1069 |
| More answers to the Roth IRA conversion rules. |
Phillips, Bernie |
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Dec 1, 1998 |
594 |
| Questions to the tax desk. |
Phillips, Bernie |
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Nov 1, 1998 |
1285 |
| Planning for IRA contributions after the Taxpayer Relief Act of 1997. |
Bunn, Radie; Williamson, James |
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Nov 1, 1998 |
3662 |
| New law expands IRA deduction for homemakers. |
Brinker, Thomas M. |
Brief Article |
Sep 1, 1998 |
418 |
| IRAs after the TRA '97 - what hath Congress Roth? |
Lange, James |
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May 1, 1998 |
6201 |
| The Taxpayer Relief Act of 1997: reinventing the IRA. |
Crain, John L.; Simpson, William R.; Mauldin, D. Shawn |
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Mar 1, 1998 |
6294 |
| The Roth IRA - what a great deal! |
Franklin, Richard S.; Law, Lester B. |
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Mar 1, 1998 |
3835 |
| Tax and estate planning for IRAs after TRA '97. |
Bleck, Michael A. |
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Feb 1, 1998 |
2187 |
| Financial birthdays to be aware of. |
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Brief Article |
Dec 1, 1997 |
456 |
| New laws create more flexible IRAs. |
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Brief Article |
Dec 1, 1997 |
510 |
| Individual retirement plans and divorce settlements. |
Brinker, Thomas M. |
Brief Article |
Dec 1, 1997 |
456 |
| Individual retirement accounts: early withdrawals and changes for 1997. |
Foss, Helga B. |
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Jan 1, 1997 |
1320 |
| Planning opportunity for surviving spouse who is beneficiary of IRA and qualified plan. |
Yurkovic, Denis L. |
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Jun 1, 1996 |
1013 |
| Unlimited IRAs. |
Canto, Victor A. |
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May 20, 1996 |
711 |
| Using a QTIP trust to extend the life of an IRA. |
Switzer, Ralph, Jr.; Pollock, Daniel A. |
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Apr 1, 1996 |
2658 |
| Untangling the IRA rules. |
Ransom, G. Michael |
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Aug 1, 1994 |
5669 |
| IRA contributions by high school and college-age children. |
Holden, Ken |
Brief Article |
Mar 1, 1994 |
300 |
| New retirement plan distribution rules. |
Delbecq, Bruce R. |
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Dec 1, 1992 |
1061 |
| Disclaimer of plan benefits or IRA by spouse if a decedent is not a prohibited assignment or alienation. |
Patterson, Martha Priddy |
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Jun 1, 1992 |
565 |
| IRS may allow rollovers of IRA distributions received from RTC even if previously rolled over within the past year. |
DiCosimo, Dominick |
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Jun 1, 1992 |
937 |
| Should taxable income be sheltered? A look at an IRA. |
Green, Tracy Wilson |
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Oct 1, 1991 |
1420 |
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