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Articles
1-100 out of 100 article(s)
| Title |
Author |
Type |
Date |
Words |
| United Kingdom: Upcoming Tax Season Provides Unique Tax Savings Opportunities through Roth IRA Conversions. |
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Nov 21, 2009 |
384 |
| Fidelity Announces Additional Roth IRA Conversion Resources and Guidance for Americans Seeking to Minimize Taxes in Retirement. |
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Nov 5, 2009 |
1269 |
| Roth IRA conversions in 2010. |
Aponte, Stephen |
|
Oct 1, 2009 |
1000 |
| No penalty tax on additional IRA distributions. |
Reichert, Charles J. |
|
Sep 1, 2009 |
632 |
| Taking advantage of the RMD holiday for IRAs. |
Nevius, Alistair M. |
|
Aug 1, 2009 |
619 |
| Making the most of the IRA required minimum distribution holiday. |
Rose, Stanley |
|
Aug 1, 2009 |
1237 |
| As the Taxman Cometh, ShareBuilder Makes Saving for Retirement Simple with Free Trades. |
|
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Apr 2, 2009 |
527 |
| Opening an IRA Before Tax Deadline is a Breeze With Schwab 15-Minute IRA. |
|
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Jan 28, 2009 |
782 |
| Individual Retirement Accounts: Additional IRS Actions Could Help Taxpayers Facing Challenges in Complying with Key Tax Rules. |
|
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Nov 1, 2008 |
833 |
| IRS provides guidance on contributions to HSAs. |
Schell, Wayne M. |
|
Nov 1, 2008 |
2980 |
| Substantially equal periodic payments from an IRA. |
Burilovich, Linda; Burilovich, Andrew |
|
Oct 1, 2008 |
5312 |
| Substantially equal periodic payments from an IRA. |
Nevius, Alistair M. |
|
Oct 1, 2008 |
576 |
| Avoiding Penalties For Not Taking Distributions From Inherited IRAs. |
|
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Sep 15, 2008 |
1370 |
| Tax diversification provides economic benefits. |
Ashby, David |
|
Sep 15, 2008 |
629 |
| Top things to know about Roth 401(k)s. |
Nevius, Alistair M. |
|
Sep 1, 2008 |
544 |
| Behavioral implications of U.S. tax policy: does tax law influence individual taxpayer behavior? |
Davies, Thomas; Carpenter, Jon; Olson, Angel |
|
Sep 1, 2008 |
4444 |
| Using serial IRAs to stretch the 60-day rule for IRA rollovers. |
Takacs, Natalie Bell |
|
Aug 1, 2008 |
1278 |
| An analysis of the new Roth 401(k)/403(b) plans. |
Beausejour, David J.; Lynch, Michael F. |
|
Aug 1, 2008 |
6164 |
| Stimulus Payments Withdrawn from IRAs, Tax-favored Accounts. |
|
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Jun 1, 2008 |
133 |
| Nichols president urges the renewal of tax incentives. |
|
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May 5, 2008 |
377 |
| There's still time to make a 2007 IRA contribution; Tax tips. |
|
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Apr 6, 2008 |
317 |
| Just in Time for Tax Season: Investopedia.com's Income Tax Guide and IRA Special Features. |
|
|
Feb 7, 2008 |
282 |
| Year-End Deadline Looms for Self-Employed to Maximize Retirement Savings and Tax Benefits. |
|
|
Dec 10, 2007 |
402 |
| Taxing retirement. |
Delaney, Trevor |
|
Aug 1, 2007 |
279 |
| Final Roth 401(k) Regulations Released. |
Gerrie, Nancy S.; Hansen, William E.; Savard, Elizabeth A. |
|
Jun 15, 2007 |
1509 |
| It pays to give: save taxes on charitable distributions from your IRA. |
McKinney, William L. |
|
Jan 1, 2007 |
602 |
| Recouping nondeductible contributions to traditional IRAs. |
Ellentuck, Albert B. |
|
Nov 1, 2006 |
951 |
| 10% penalty applied to beneficiary's IRA distribution. |
Gee, Charlotte T. |
|
Oct 1, 2006 |
730 |
| IRA valued without discount for anticipated tax liability. |
O'Driscoll, David |
|
Aug 1, 2006 |
830 |
| The New Tax Increase Prevention & Reconciliation Act and Your IRAs. |
|
|
May 22, 2006 |
488 |
| Lipstick, light beer, and back-loaded savings accounts. |
Burke, Karen C.; McCouch, Grayson M.P. |
|
Mar 22, 2006 |
22334 |
| Roth 401(k)s. |
Laffie, Lesli S. |
|
Mar 1, 2006 |
422 |
| Hurricane Katrina: IRAs, sec. 401(k)s and similar retirement plans. |
Wimer, Ruth |
|
Jan 1, 2006 |
1456 |
| Protect retirement assets: new bankruptcy legislation adds protections for retirement plans. |
Naegele, Richard A. |
|
Jan 1, 2006 |
2000 |
| When good IRAs go bad: common pre- and post- mortem IRA problems with uncommonly bad results. |
Lynch, Kristen M. |
|
Dec 1, 2005 |
4450 |
| Should taxpayers invest in the new Roth 401(k)? |
Koppel, Michael D. |
|
Dec 1, 2005 |
867 |
| Is division of an IRA a taxable event? |
Reichert, Charles J. |
|
Feb 1, 2005 |
523 |
| Planning for individual NOLs: converting to a Roth IRA. |
Randolph, David W. |
|
Aug 1, 2004 |
1495 |
| IRA rollovers after 60 days; the IRS can be lenient in certain circumstances. |
Laffie, Lesli S. |
|
Aug 1, 2004 |
526 |
| SESOP may repurchase stock distributed in IRA rollover. |
O'Driscoll, David |
|
Apr 1, 2004 |
344 |
| How to convert a million dollar taxable IRA to ten million dollars of tax-free cash without risk. |
Auster, Rolf |
|
Aug 1, 2003 |
2655 |
| Practical tips: IRAs, 401(k)s, choosing the right title and more. (California Tax). |
Williams, Leonard W. |
|
Jul 1, 2003 |
835 |
| Many happy tax returns: making these last minute adjustments could save you money. (Tax Strategies). |
|
|
Mar 1, 2003 |
465 |
| IRS Issues Guidance on Plan Amendments for Deemed IRAs. |
|
|
Jan 6, 2003 |
423 |
| Cascading IRA beneficiaries. |
Lange, James |
|
Jan 1, 2003 |
3109 |
| An IRA distribution or not? . |
Reichert, Charles J. |
|
Jan 1, 2003 |
584 |
| Traditional and Roth IRAs. (Fast Tax Facts 2002). |
|
Brief Article |
Nov 1, 2002 |
80 |
| IRA & Pension credit. (Fast Tax Facts 2002). |
|
Brief Article |
Nov 1, 2002 |
61 |
| Less taxing: the estate tax exemption is $1 million this year, but planning is still needed. (Estate Planning). |
McKimmie, Kathy |
Statistical Data Included |
Aug 1, 2002 |
1370 |
| Employment benefits and divorce: who pays the tax? |
Earles, Melanie James |
|
Feb 1, 2002 |
3348 |
| Determining whether IRA distributions to a trust are income or principal. |
Moore, Philip E. |
|
Oct 1, 2001 |
852 |
| Are sec. 529 plans a better choice than education IRAs? |
Moore, Philip E. |
|
Oct 1, 2001 |
1544 |
| New tax act expands education IRAs. |
Laffie, Lesli S. |
|
Aug 1, 2001 |
1434 |
| IRS Proposes Changes to IRA Distribution Rules. |
JUST, LAURA |
Brief Article |
Apr 2, 2001 |
344 |
| Facing a Hobson's Choice. |
Dondershine, Scott A. |
|
Sep 1, 2000 |
3654 |
| Taking Your 401(k) Assets When You Retire. |
COGHLAN, J. GRAYDON |
|
Aug 21, 2000 |
1145 |
| IRA distribution funded by community property was taxable solely to participant. |
Bakale, Anthony |
|
Aug 1, 2000 |
861 |
| Determining whether a taxpayer might benefit from a Roth IRA conversion. |
Ellentuck, Albert B. |
|
Jul 1, 2000 |
1159 |
| QTIPing an IRA. |
Savoth, Paul G. |
|
Jun 1, 2000 |
888 |
| IRA divided into separate IRAs still tax-exempt. |
Lynch, Michael |
|
Jun 1, 2000 |
292 |
| IRA rolled over through trust not taxable. |
Lynch, Michael |
|
Jun 1, 2000 |
132 |
| Getting the most tax deferral from the traditional IRA. |
Tullius, Raimond N. |
|
Jun 1, 2000 |
1861 |
| Tax planning for Roth IRAs. |
Koehn, Jo Lynne |
|
May 1, 2000 |
1187 |
| Clarification. |
Goldberg, Seymour |
Correction Notice |
Apr 1, 2000 |
100 |
| Multiple IRA beneficiaries' calculations of minimum distributions when IRA owner died before RBD. |
Nissenbaum, Martin |
|
Jan 1, 2000 |
1157 |
| IRAs can be taxing. |
Lynch, Michael |
|
Jan 1, 2000 |
433 |
| The ins and outs of IRAs as community property. |
Ozello, James |
|
Jan 1, 2000 |
415 |
| IRS rulings clarify IRA distribution rules. |
Whitney, E. Kenneth |
|
Dec 1, 1999 |
224 |
| Last opportunity to recharacterize 1998 Roth IRA conversions. |
Johnson, Linda |
|
Dec 1, 1999 |
1104 |
| EARLY WITHDRAWAL. |
KORN, DONALD JAY |
|
Nov 1, 1999 |
2257 |
| Long Range Financial Model--Master Projection. |
Jordan, Stephen B. |
Brief Article |
Nov 1, 1999 |
3718 |
| New IRAs for Education Expenses Provide for Tax Planning Opportunities. |
Williams, Marvin J.; Leavins, John R.; Wadhwa, Darshan L. |
Brief Article |
Nov 1, 1999 |
4266 |
| Roth IRA final regs. offer clarity and guidance. |
Bryant, Jeffrey J. |
|
Sep 1, 1999 |
6131 |
| Why give an IRA to charity? |
Hollingsworth, Danny P. |
|
Mar 1, 1999 |
3996 |
| Improper rollovers. |
Lynch, Michael |
|
Jun 1, 1998 |
383 |
| Roth IRA provides tax-free interest income. |
Leavins, John R.; Wadhwa, Darshan L.; Williams, Marvin J. |
|
Mar 1, 1998 |
2383 |
| Choices for the spouse of a deceased IRA owner. |
Doversberger, Lorna |
|
Dec 1, 1997 |
871 |
| Charitable remainder trusts as IRA beneficiaries. |
Baptise, Philip J. |
|
Aug 1, 1997 |
817 |
| Walking the Sec. 1202 minefield. |
Burdette, Robert S. |
Illustration |
Aug 1, 1997 |
1880 |
| Window available for change in beneficiary designation. |
Flynn, Maura P. |
|
Aug 1, 1997 |
843 |
| Tax planning with substantially equal periodic payments. |
Wasserstrum, David J. |
|
Aug 1, 1997 |
2082 |
| Alimony is compensation for purposes of IRA contributions. |
Wasserstrum, David J. |
Brief Article |
Aug 1, 1997 |
204 |
| Corrective action for incorrect plan distributions. |
Field, Karen M. |
|
Jun 1, 1997 |
463 |
| Excess IRA contributions increasing taxpayer's basis. |
Barton, Peter C. |
|
Jun 1, 1997 |
1063 |
| IRA garnished for child support subject to tax plus penalty. |
Weatherwax, Roy C. |
|
May 1, 1997 |
582 |
| Partnership investment taxed to IRA. |
Lynch, Michael |
Brief Article |
Apr 1, 1997 |
327 |
| Tax confiscation of IRA benefits. |
Miller, Michael D.; Koche, David L. |
|
Apr 1, 1997 |
3337 |
| Tax legislation affecting individuals in 1996. |
Fiore, Nicholas |
|
Mar 1, 1997 |
652 |
| IRA planning opportunities. |
Burson, Robert T. |
|
Dec 1, 1996 |
862 |
| 1996 tax law changes - pensions. |
|
|
Nov 1, 1996 |
1095 |
| Minimum wage measure included 31 new tax breaks for retirement. |
Quinn, Jane Bryant |
Column |
Sep 30, 1996 |
1056 |
| Canadian RRSPs: U.S. tax considerations. |
Doiron, Daniel P. |
|
Aug 1, 1996 |
960 |
| Clinical depression doesn't negate 10% premature withdrawal penalty. |
Wagenbrenner, Anne |
Brief Article |
Aug 1, 1996 |
270 |
| The inheritance trap: how not to leave your heirs' interests dangling. |
Breakfield, Robert H.; Alvis, Charles E. |
Cover Story |
Feb 1, 1996 |
2874 |
| Dealing with IRAs in a divorce. |
Burdette, Robert S. |
|
Aug 1, 1995 |
636 |
| Retirement plans and divorce settlements. |
Brinker, Thomas M., Jr. |
|
Apr 1, 1995 |
671 |
| IRA contributions by foreign nationals: long-term investments with short-term returns. |
Koch, Artemis Velahos |
|
Mar 1, 1994 |
683 |
| Tax-deferred savings plans. |
Bagley, Ron N. |
|
Jan 1, 1994 |
4096 |
| Naming a charity as beneficiary of retirement plan assets. |
Schooley, Rita L. |
|
Aug 1, 1993 |
889 |
| "Active participation" plus IRA deductibility every third year. |
Peterson, John M., Jr. |
|
Aug 1, 1992 |
551 |
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