5 Steps To Choosing Between A Roth IRA And A Traditional IRA Contribution
by Denise Appleby CISP, CRC, CRPS, CRSP, APA You have until April 15, 2019 to make your IRA contribution for 2018. Until then, one of
IRA
Individual retirement accounts include traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. Traditional and Roth IRAs are funded by the individual owner. SEP IRAs are funded by employers. SIMPLE IRAs are generally funded by employers and employees. Special tax rules apply to these accounts.
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IRS Announces IRA and Plan Limits for 2019
by Denise Appleby CISP, CRC, CRPS, CRSP, APA The IRS issued Notice 2018-83 in which they provide retirement plan limits for 2019. Only some of
New IRS PLR Resolves Yet Another Failure to Designate a Beneficiary for a Retirement Account
Recently issued private letter ruling (PLR) 201821008 is yet another case of a failure to properly designate a beneficiary of a retirement account. Read about
My Husband Made Me Do It: IRS Approves Reason for Waiving 60-Day IRA Rollover Deadline
By:Denise Appleby,CISP, CRC, CRPS, CRSP, APA Missing the 60-day deadline for completing a rollover can be costly; and asking for a waiver from the IRS
IRS Announces IRA and Plan Limits for 2018
by Denise Appleby CISP, CRC, CRPS, CRSP, APA The IRS issued Notice 2017-64, in which they provide retirement plan limits for 2018. Only some of
Special IRA provisions for Certain Members of the Armed Forces
Originally written March 2010 While most us can either take a few hours off from work, or use our time-off from work to handle our
IRS Extends 60-Day Rollover Deadline: PLR No. 201709023
The IRS extended the 60-day deadline for a taxpayer, whose children applied for the waiver, citing medical issues, specifically , that the IRA owner showed
IRS Denies Request to Extend 60-Day Rollover Deadline for “Short-Term Loan” -PLR 201625022
In Private Letter Ruling (PLR) 201625022, the IRS determined that an IRA owner used a distribution from her IRA as a “short-term loan”, and was
