Paying tax now, on today's balance, may be preferable to paying future tax on a much larger sum, year after year.
Here are answers to common adviser questions on the new IRA rollover rule
Paying tax now on today's balance may be preferable to paying future tax on a much larger sum, year after year.
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
Exploring a time when the IRS was unconvinced a medical condition affected a taxpayer's ability to meet the 60-day requirement.
Steer clear of common mistakes and high penalties related to required minimum distributions.
With the five-year period satisfied, many clients meet the requirements for qualified distributions
Strict new rules on IRA fund transfers are now in effect, and breaking them can be costly.
Tax Court case shows what counts for IRA contribution deductibility - and what doesn't
Engineer's rollover case points out the need for a good lawyer schooled in tax law.
Tax Court: "Once a year" rollover rule applies to all of a taxpayer's individual retirement accounts.
Tapping accounts for short-term financing can be costly if funds aren't replaced within 60 days
The agency changes course after Tax Court ruling; it will pull proposed regulation.
