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October 10, 2009

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

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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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2013 IRS Publication 560 Issued

The IRS has issued Publication 560, Retirement Plans for Small Business, for use with 2013 tax returns. This publication discusses retirement plans that small business

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