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

October 10, 2009

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

Print

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

By:

More

Keep Learning

Most Americans Not Using IRAs

“ “ “March 26, 2012 — Only 22% of Americans say they are saving for retirement by contributing to an individual retirement account (IRA), according

OASDI and SSI Program Rates & Limits, 2017

The Social Security Administration (SSA) has published the Old-Age, Survivors, and Disability Insurance (OASDI) and Supplemental Security Income (SSI)  for 2017   They can be

Be among the first to know when

IRA Rules
Change