Save a Client $10,000 with New IRS Procedure for Waiving the 60-Day Rollover Deadline
by Denise Appleby Written for financial, tax and legal professionals The IRS increased the fee for certain private letter rulings (PLR) requests to $10,000 per
by Denise Appleby Written for financial, tax and legal professionals The IRS increased the fee for certain private letter rulings (PLR) requests to $10,000 per
by Denise Appleby (Written for financial/tax/legal professionals) If one of your clients inherits a Traditional IRA and wants to share that IRA with a sibling,
by Denise Appleby When a trust is named as the beneficiary of an IRA, it must a qualified “see-through” trust (qualified trust) in order to
Tip by Denise Appleby When you receive your distribution from your IRA or 401(k)[1], it might be subject to income tax. Here’s how you calculate
by Denise Appleby During his 2014 State of the Union address, Pres. Obama directed the Department of the Treasury to create my Retirement Account “myRA”
by Denise Appleby Amounts you save in your IRA can be diminished by penalties and excise tax. For instance, failing to take required minimum distribution
by Denise Appleby Studies show that an increasing number of individuals are funding Roth IRAs. One of the primary reasons is the potential for tax-free
by Denise Appleby CISP, CRC, CRPS, CRSP, APA The IRS issued IR-15-118, in which they provide retirement plan limits for 2016. Only some of the
by Denise Appleby,CISP, CRC, CRPS, CRSP, APA Target audience: Financial and tax professionals December 31 is the deadline by which employers must adopt a calendar
A Quick and Dirty IRA Tip on How to Avoid the 50% Excess Tax for RMD failures Owners of IRAs and employer sponsored retirement plans(employer
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