Five Rules For Inherited IRAs
Families can stretch out the tax breaks of retirement accounts for decades if they know the rules.
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6/9/2010 |
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5/30/2010 |
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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1/15/2009 |
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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.
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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 |
