IRA

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IRA Rollover of Retirement Plan Proceeds Self Certification

09/05/2017

Normally you have 60 days to do an IRA rollover of retirement plan distributions in...

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Deliberate Tax Free Compounding is the Secret of the Golden Flower

01/08/2016

I am getting to be an old man now and so profoundly thankful that the...

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Retirement Plan Recharacterization

03/31/2014

Retirement Plan Recharacterization meansaccording to Reg. Sec. 1.408A-5 that if you make a contribution to...

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Allowable Nontaxable IRA Rollovers Contributions Interpreted To Mean One Per Taxpayer Per Tax Year in US Tax Court Case – Bobrow v. Commissioner

02/17/2014

In Bobrow v. Comm'r, T.C. Memo. 2014-21, the Tax Court relied on IRC 408(d)(3)(B) regarding...