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1-211 out of 211 article(s)
Title Author Type Date Words
A Win-Win: Use your IRA for Charitable Giving and Reduce your Taxable Income. Blaesing, Scott May 1, 2021 436
COVID-19 and withdrawals from retirement plans. Schimmenti, Celeste Nov 1, 2020 767
Time to consider a Roth conversion: Maximize the benefits of this proven strategy. Mollberg, Kim T. Oct 1, 2020 3260
Developing a solid approach to advising clients on Roth IRAs. Sarenski, Theodore J.; Doerrer, Joseph H.; Trotta, Stanley Sep 1, 2020 1938
IRS: Deadline to return distributions to retirement accounts is Aug. 31. SUBMITTED BY MICHAEL T. DEVINE Media Relations/IRS Aug 25, 2020 249
The SECURE Act's changes. Adams, Tom; Lafond, C. Andrew Jul 1, 2020 1299
Overcoming Retirement Plan In-SECURE-ity. Stashis, Alfred J., Jr. Jul 1, 2020 3908
Correcting excess contributions to IRAs. Blankenship, Vorris J. Apr 1, 2020 13654
IRA Accounts and Possible Stretch Reduction. McGeorge, Lorna A. Nov 1, 2019 4243
Taxpayer's IRA rollover was timely. Reichert, Charles J. Oct 1, 2019 653
IRA to gobble up tax takes. Aug 8, 2019 1087
SC affirms 2018 ruling: LGUs should get share of all national taxes. Apr 10, 2019 472
New Septuagenarians: Don't Let The IRS Fool You On April 1. Mar 28, 2019 686
Workplace Retirement Savers: Know The Tax Rules For Your Traditional IRA. Mar 8, 2019 989
Tax Tips for Donating. Friedman, Mark Oct 15, 2018 252
New life for IRA qualified charitable distributions. Mollberg, Kim T. Oct 1, 2018 1366
Money Management: Maximizing after-tax returns. Sep 18, 2018 625
Taxes Can Derail Retirement. Aug 1, 2018 561
DILG lauds SC ruling to give LGUs share of all nat'l taxes. Jul 6, 2018 255
First Circuit allows DISC dividends paid to Roth IRAs. Pirrone, Maria M. Jul 1, 2018 898
IRA distribution to pay spousal support is taxable. Kebodeaux, Keith Jun 1, 2018 797
Analysis: The tax benefits of an HSA. Feb 4, 2018 1093
The 60-day rollover rule: Self-certifying waiver eligibility. Blankenship, Vorris J. Jan 1, 2018 6682
Tax Reform and Improved Economy Will Explode Long-Term Care Planning in 2018. Dec 21, 2017 1023
Fast Tax Facts. Nov 1, 2017 2545
Taxpayers engaged in abusive Roth IRA transactions: The taxpayers' use of a newly created corporation was held to be a vehicle to avoid Roth IRA contribution limits. Reichert, Charles J. Oct 1, 2017 786
Honoring a commitment to women's health at tax time. Sep 1, 2017 411
Taxable versus tax-deferred accounts. Jul 1, 2017 877
Sixth Circuit upholds DISC dividends paid to Roth IRAs: form prevails over substance despite dividends' exceeding contribution limits. Pirrone, Maria M. May 1, 2017 875
Mixing Medicare and IRAs to Build Client Tax Savings. Mar 6, 2017 701
Why Estate Planning Still Matters in an Uncertain Tax Environment. Mar 1, 2017 418
For Late IRA Rollovers, IRS Offers a Get-Out-of-Jail-Free Card. Nov 14, 2016 705
Inherited IRAs and state income tax: the state income tax rules associated with IRA distributions, particularly to a beneficiary, can pose a challenge. Rinier, James W.; Curatola, Anthony P. Jul 1, 2016 1216
When clients should open or convert to a Roth IRA: these versatile accounts belong in every adviser's retirement strategy toolkit. Barral, David M. Jul 1, 2016 2280
Tax-efficient IRA withdrawals. Mar 1, 2016 923
Roth IRA planning. Lott, Amanda Mar 1, 2016 6460
No carryforward of disallowed IRA deduction: deposits were not 'excess contributions' within the meaning of sec. 219(g), and shifting them to a subsequent year was not otherwise allowable, the Tax Court holds. Reichert, Charles J. Feb 1, 2016 616
How to avoid the 10% additional tax on early retirement distributions. Poyzer, Jillian K.; Yoder, Timothy R. Jan 1, 2016 3410
Senate Panel Extends More Than 50 Tax Breaks. Jul 22, 2015 616
Roth IRA changes to weigh for the 2014 tax year. Mar 17, 2015 705
How to eliminate the "double tax" at death. Mar 16, 2015 973
How to Shield Investment Income From IRS: Andy Friedman. Mar 13, 2015 803
Tax and penalty trap: IRS clamps down on 60-day IRA rollovers. Feb 18, 2015 853
Divided IRAs: 5 IRS rulings that spell (mostly) good news. Feb 2, 2015 680
IRS fills in details of one-a-year IRA rollover rule: under transition relief, the Bobrow aggregation rule disregards certain distributions occurring in 2014. Schreiber, Sally P. Feb 1, 2015 371
How to wipe out an IRA: Run afoul of IRS distribution rules. Jan 29, 2015 855
Tax free Roth IRA conversions. Jan 1, 2015 677
Tax-efficient investing in gold: maximize after-tax returns of buying and holding the precious metal. Smith, Steven H.; Singleton, Ron Jan 1, 2015 2900
7 Facts About After-Tax IRA Rollovers. Dec 8, 2014 774
IRS Releases Guidance on Roth After-Tax Issues. Dec 1, 2014 361
Retiree tax planning with qualified longevity annuity contracts. Blankenship, Vorris J. Nov 1, 2014 5843
Taxpayer wins partial IRA rollover contribution issue on appeal: partially reversing the Tax Court, the Eighth Circuit holds that a taxpayer made a timely partial rollover contribution to his IRA. Kreissl, Laura Jean; Pulliam, Darlene Aug 1, 2014 640
House Panel Advances Tax Extenders Package. May 30, 2014 378
Local Advisor, Ross Hunt, Completes Training on New Retirement and Tax Laws at Exclusive Conference with America's IRA Experts. Conference news May 21, 2014 512
Stop IRA rollovers 'immediately,' expert warns after tax ruling. Waddell, Melanie May 1, 2014 332
Rollover contribution to second IRA disallowed. Reichert, Charles J. May 1, 2014 792
How to reduce your client's 2013 tax liability ... in 2014. Feb 12, 2014 1286
IRA-owned LLC's payment to owner results in retroactive tax and penalties. Baker, Warren L. Feb 1, 2014 645
Self-directed IRAs: a tax compliance black hole: nontraditional investments favored by many self-directed IRAs can lead to unexpected taxation of unaware IRA account holders. Baker, Warren L. Oct 1, 2013 3136
Loan guarantees were prohibited transactions that disqualified IRAs. Beavers, James A. Jul 1, 2013 1036
Making a "backdoor" Roth IRA contribution. Mollberg, Kim T. Apr 1, 2013 995
Ch-ching! End-of-year strategies for easy tax savings. Pomeranz, Steve Brief article Dec 1, 2012 337
Maximizing modest legacies: income, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a client's estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries. Smart, Hugh F. Sep 1, 2012 1698
Tax time for retirees. Mar 20, 2012 165
Federal income tax. Mar 1, 2012 243
Get a jump on 2012 taxes. Mar 1, 2012 625
What steps have you taken to minimize your estate tax burden? Oct 25, 2011 318
Roth restructure "too good to be true". Reichert, Charles J. Oct 1, 2011 978
Promoting retirement savings: an investment in our future: Washington should focus on policies that make it easier--not harder--to save for retirement. Brett, James T. Aug 12, 2011 510
Prohibited transactions wipe out bankruptcy exemption for self-directed IRA. Cooley, Karen M. Aug 1, 2011 509
Money-saving tips for filing tax returns. Apr 1, 2011 408
Roth IRA recharacterizations: it's 2011--now what? Huber, Andrew; Law, Lester Apr 1, 2011 3523
Required minimum distribution alternatives for IRA beneficiaries. Burilovich, Linda Mar 1, 2011 4989
Finding the money: advisers can offer several strategies to individuals who have trouble funding their retirement accounts. Fishbein, Robert Feb 1, 2011 607
Using refund splitting to fund IRAs. Nevius, Alistair M. Jan 1, 2011 641
Part I: Federal income taxation. Jan 1, 2011 23280
Deferral and spreading of Roth conversion income not always best. Raabe, William A.; Everett, John O.; Hennig, Cherie J. Jul 1, 2010 798
Substantially equal payment exception. Ellentuck, Albert B. Jul 1, 2010 2554
Find a Financial Advisor or Financial Planner to Help with Upcoming Tax Changes. Apr 14, 2010 546
The Robertson case: a beneficiary by any other name is still a beneficiary. Lynch, Kristen M.; Griffin, Linda Suzzanne Apr 1, 2010 3682
Using a qualified plan account to fund a Roth IRA conversion. Klahsen, Rick Apr 1, 2010 2098
Voluntary tax payment not exempt from early withdrawal penalty. Schnee, Edward J. Mar 1, 2010 479
Tax season? Time to pitch the tax benefits of life insurance. Hersch, Warren S. Feb 15, 2010 1187
Using life insurance to cover the tax bill on Roth IRA conversions. Teitelbaum, Mark; Wilhelmy, Jennifer Tyler Feb 15, 2010 1498
Converting to a Roth IRA: a big opportunity in 2010. Gugliotti, Jennifer L. Jan 4, 2010 833
Employee benefits & pensions: tax consequences of rollovers from employer plans to Roth IRAs. Sirkin, Stu Jan 1, 2010 873
Tax sheltered annuities for employees of Section 501(C)(3) organizations and public schools. Jan 1, 2010 28965
2010: the year of the Roth conversion? Arzaga, Rich Jan 1, 2010 2655
Waiving the 60-day IRA rollover rule. Pulliam, Darlene Jan 1, 2010 800
Roth IRA an ineligible S Corp shareholder. Schnee, Edward J. Jan 1, 2010 455
Converting traditional IRAs to Roth IRAs in 2009. Turner, Robert G. Dec 1, 2009 1632
Current developments in employee benefits and pensions. Walker, Deborah; Haberman, Michael; Oh, Hyuck Dec 1, 2009 7176
We must keep taxes from coming! But how? Lunt, Ralph Dec 1, 2009 440
Roth IRA conversions in 2010. Aponte, Stephen Oct 1, 2009 1000
IRS Posts Roth rollover advice. Bell, Allison Brief article Sep 21, 2009 165
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
Chapter 9: Income taxation of estates. Jan 1, 2009 1679
Individual Retirement Accounts: Additional IRS Actions Could Help Taxpayers Facing Challenges in Complying with Key Tax Rules. 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
Tax diversification provides economic benefits. Ashby, David Sep 15, 2008 629
Behavioral implications of U.S. tax policy: does tax law influence individual taxpayer behavior? Davies, Thomas; Carpenter, Jon; Olson, Angel Sep 1, 2008 4444
Top things to know about Roth 401(k)s. Nevius, Alistair M. Sep 1, 2008 544
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
Escaping the IRA tax monster. Reese, Michael D. Jul 7, 2008 1493
IRS issues IRA-to-HSA transfer rules. Bell, Allison Jun 16, 2008 357
Stimulus Payments Withdrawn from IRAs, Tax-favored Accounts. Jun 1, 2008 133
Nichols president urges the renewal of tax incentives. May 5, 2008 377
Final Roth 401(k) distribution regulations. Slott, Ed May 1, 2008 4622
Bill excludes some annuity payments from taxation. Postal, Arthur D. Brief article Nov 19, 2007 293
How taxes and goals can impact a retirement plan. Fishbein, Robert A. Sep 24, 2007 1713
Taxing retirement. Delaney, Trevor Aug 1, 2007 279
Regulations for distributions from Roth 401(k) plans finalized. Stenken, Joseph F. Jun 25, 2007 552
TIPRA and the Roth IRA: new planning opportunity for high-income taxpayers. Bader, Mary; Schroeder, Steve May 1, 2007 1049
The roth revolution equals wealth transfer planning power. Fishbein, Robert A. Apr 9, 2007 1145
How to determine when the Roth vehicle is best. Fishbein, Robert Mar 5, 2007 1061
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
IRAs in the gross estate not reduced for income taxes. Barton, Peter C. Nov 1, 2006 1039
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 Roth 401(k) and financial planning strategies: increased eligibility and flexibility for different taxpayer needs. Lauricella, Leonard J. May 1, 2006 3899
Individual retirement accounts and bankruptcy. Marshall, Ellen R. May 1, 2006 800
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
Leveraging the QPIP to avoid the 70% tax trap. Hersch, Warren S. Apr 25, 2005 907
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
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
Wealth preservation: five strategies. Lassar, Stephen D.; McGorry, Mark W.; McGorry, Craig W. Sep 1, 2002 2792
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
The impact of the source of changes in marginal tax rates on participation in individual retirement accounts. Eaton, David H. Statistical Data Included Mar 22, 2002 7928
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
INCOME TAX ISSUES FACING DIVORCED OR SEPARATED INDIVIDUALS. Greenfield, Richard Oct 1, 2001 1635
New tax act expands education IRAs. Laffie, Lesli S. Aug 1, 2001 1434
ESTATE PLANNING FOR RETIREMENT BENEFITS. Steiner, Bruce D. Jan 1, 2001 1864
Facing a Hobson's Choice. Dondershine, Scott A. Sep 1, 2000 3654
Designating a QTIP as the Beneficiary of an IRA Under Revenue Ruling 2000-2. Emmerling, Patrick L. Sep 1, 2000 3632
Using the IRD Deduction to Improve Wealth Preservation. Kassimir, Maurice R.; Sherrod, Tonia; Maisel, Melvin L. Sep 1, 2000 2502
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
IRA PLANNING. Slott, Edward A. Statistical Data Included Sep 1, 1999 1626
Investing IRA assets in a family limited partnership. Kirsh, Michael A. Aug 1, 1999 1270
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
Estate planning options for IRAs. Michaels, Philip J. Cover Story Sep 1, 1996 3331
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
New York State and City income tax consequences of IRA and pension distributions. Fineman, Marshall L. Jun 1, 1995 843
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
The liquidity crisis: pension and IRA assets as a solution. Knight, Lee G.; Knight, Ray A. Jun 1, 1992 4001
IRS issues guidance on IRA revocations. Fiore, Nicholas J. Feb 1, 1992 585
Keogh contributions not deductible for self-employment tax. Brief Article Sep 1, 1991 285
NSPA testimony on tax aspects of the budget. transcript Jun 1, 1991 1513
Non-deductible IRAs. Pirrong, Gordon D.; Bain, Craig E. Nov 1, 1990 1861
Nondeductible IRAs; what are the alternatives? Coppage, Richard E.; Baxendale, Sidney J. Jan 1, 1990 2484
Rollover contributions. Terens, Neil V. Nov 1, 1989 3111
The charitable gift annuity: a "tax-wise" alternative to the IRA. Reeves, Mary Ann May 1, 1989 846

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