IRA Rollover of Retirement Plan Proceeds Self Certification

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

Deliberate Tax Free Compounding is the Secret of the Golden Flower

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

Retirement Plan Recharacterization

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

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