Save time with our cheat sheets, fact sheets, checklists & books!

June 27, 2012

IRS Allows Spousal Rollover: Trust Beneficiary


The IRS has issued the applicable federal rate (AFR) for October.

Among other things, these rates are uses to calculate substantially equal period payments (SEPP) under IRC § 72(t).

Please click here for October’s rates



Keep Learning

Qualified Charitable Distribution (QCD)

Definition A distribution that is excludable from the distributee’s income, as a result of meeting the following requirements: It is made after the distributee reaches

Catch-up Contribution

Definition An additional contribution that can be made to a retirement plan by a participant who is at least age-50 by the end of the

Salary Deferral Contribution

Definition A contribution made pursuant to a participant’s election to have a portion of his/her salary/wages  contributed to his/ her employer sponsored plan  rather than

Be among the first to know when

IRA Rules