IRS Announces Plan Limits for 2010
by Denise Appleby CISP, CRC, CRPS, CRSP, APA October 15, 2009 The IRS issued IR-2009-094 , in which they provide retirement plan limits for 2010.
Retirement Planning
Explore
Retirement Planning
Can You Deduct Your IRA Contribution When you Are Covered Under an Employer’s Retirement Plan?
by Denise Appleby , MJ, CISP, CRC, CRPS, CRSP, APA Can you deduct your IRA Contribution? There is much confusion about the definition of an
IRS Issues Guidance on Rollovers of 2009 RMDs and Extensions of Certain Periods
IRS Issues Guidance on Rollovers of 2009 RMDs and Extensions of Certain Periods Contents ( Printable PDF copy with enabled hyperlinks-click here) . Sign up for
IRS Provides Guidance on Tax Treatment of Rollovers from Employer Plans to Roth IRAs
By Denise Appleby, CISP, CRC, CRSP, CRPS, APA The IRS Issued Notice 2009-75, in which they provide guidance on the federal income consequences of rollovers
Foreign Pension Plans Cannot be Rolled-Over to a U.S. IRA or Employer Plan
by Denise Appleby CISP, CRC, CRPS, CRSP, APA United States (U.S.) citizens with savings in foreign pension plans are often faced with the dilemma of
SEPP is not Busted Because Of Additional Distributions that Qualify for Another Exception?
by Denise Appleby CISP, CRC, CRPS, CRSP, APA 132 T.C. No. 15 UNITED STATES TAX COURT GREGORY T. AND KIM D. BENZ, Petitioners v. COMMISSIONER
Five Retirement Planning Tips for Same-sex Couples
by Denise Appleby, CISP, CRC, CRPS, CRSP, APA Most individuals must bob and weave through the landmine of retirement rules and regulations, and hope that
Same Sex Couples: When A Spouse is Not A Spouse (for Retirement Accounts)
by Denise Appleby, CISP, CRC, CRPS, CRSP, APA The tax code provides several special benefits for spouses. These include being able to fund retirement accounts as well
Splitting Tax Refunds for Direct Deposits of IRA Contributions
Definition A split tax refund is a direct deposit of a tax-refund into more than one account. Effective for tax years beginning 2006, taxpayers are
Tax Tips for Your 1099-R
by Denise Appleby CISP, CRC, CRPS, CRSP, APA If you moved assets from a retirement account during the previous year, you should receive a Form
