Recent Articles 

    Articles By or Featuring Barry C. Picker or Zesha Auerbach

Five Rules For Inherited IRAs
Families can stretch out the tax breaks of retirement accounts for decades if they know the rules.

6/9/2010

Successful Investing: Don't let your IRAs languish
Later retirement could mean different IRA options. Be sure to explore them all. 

5/30/2010

Roth Withdrawals: A Huge Plus and a Few Pitfalls
As of January 1 of this year, even upper-income Americans can have a Roth IRA.

1/25/2010

Surviving Spouse Cannot Rollover IRA into Her Own Name
Surviving spouse was not treated as the payee of the decedent’s IRA, and thus could not take the IRA and roll it over into an IRA in her own name. 

2009

Willis - Bankruptcy Court Rules Individual IRAs not Exempt in Bankruptcy
A bankruptcy court in Florida has ruled that an individual's IRAs are not exempt from the claims of creditors due to the individual’s transactions with the IRA. 

8/24/2009

IRS Penalizes Taxpayer for Bad Maneuver
In a recent private letter ruling the Internal Revenue Service has ruled that a transfer of assets from one IRA to another IRA, while the taxpayer is taking distributions that are part of a series of substantially equal periodic payments, is an improper modification. 

8/7/2009

For This Year, a Chance to Shift Financial Strategies
The economic maelstrom has brought with it tremendous opportunities for financial planning with retirement accounts. 

4/1/2009

Taxes for Newlyweds
Transitioning from single to married life can be a challenge, and the U.S. tax code doesn't make it easier. 

3/29/2009

Readers Swarm Daily News Tax Hotline
Concerned about the economy and eager for help, taxpayers flooded the Daily News Tax Hotline Tuesday as the paper kicked off its annual free service.

3/17/2009

10 Must-Know IRA Terms
The plain-English guide to some of the terms you'll likely encounter as you set up and manage your account.

2/26/2009

Some Balm From the I.R.S. for Those 2008 Losses
Some people who lost money in the financial turmoil last year may be able to get a measure of tax relief.

2/7/2009

Picker on H.R. 7327
The Worker, Retiree, and Employer Recovery Act of 2008 – Suspension of the Minimum Distribution Rules

1/15/2009
Tens of thousands of small-business owners and sole proprietors may have invalid Keogh plans, and that a failure to fix the problem could prove to be very costly to them and to advisers.
1/9/2009
How Much Do You Know About IRAs?
Many people seem unaware how useful IRAs can be as savings vehicles
12/19/2008
When to Dip into your Beaten 401(K)
Advice to a woman between a rock and a hard place.
12/14/2008
Keep on Giving
Tips for continuing to support charities in tough economic times.
12/1/2008
Tough Decisions
Early retirees face difficult choices: cut their spending sharply, deplete their IRAs, or return to work at what may be a lower salary.
12/1/2008
Stock Conversion Offers Tax-Free Rebound
Capital losses can be a not-so-bad alternative when stocks decline.
11/20/2008
Hands Off
Barry Picker has a clear idea about what workflow products are supposed to accomplish in his firm's tax office.
11/1/2008
Tax Strategies for Retirement Savers
IRA investors don't have to wait for the next president for some tax relief.
10/31/2008
A Strategy for Retirement Portfolios That Have Sagged
Converting a traditional I.R.A. to a Roth I.R.A. may be one of the best tax strategies this year.
10/23/2008
Protecting Your Assets: Some Strategies
Uncertainty about future tax rates is complicating estate planning at a time when the economic downturn offers significant opportunities.
9/10/2008
Be Ready for Roth Conversions in 2010
Opportunity for high-income earners to convert.
8/20/2008
Hiring Financial Help
Finding good help is never easy. And it’s twice as hard if you need help with your money.
4/27/2008
Seven Tips for Effective Financial Spring Cleaning
As the world gets a little greener and spring cleaning is on many people’s minds, it’s a great time to think about another kind of green: your money.
3/19/2008
 

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