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October 10, 2009

IRS Explains tax treatment of Rollover of NUA amount to Roth IRA


The IRS Issued Notice The IRS Issued Notice 2009-75, in which they provide guidance on the federal income consequences of rollovers from employer plans to Roth IRAs, primarily net unrealized appreciation (NUA) of employer stocks and income-averaging eligible amounts. Read about it here



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The JCT release JCX-20-09

Retirement provisions set to expire The Joint Committee on Taxation has released JCX-20-09, which contains a list of Federal Tax provisions which expire from 2008

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IRA Rules