Retirement

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Rollover of Retirement Plan Self Certification for Additional Time

Rollover of Retirement Plan Self Certification for Additional Time Normally you have 60 days to...
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IRA Rollover of Retirement Plan Proceeds Self Certification

Normally you have 60 days to do an IRA rollover of retirement plan distributions in...
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Retirement Savings Contribution Catch Up Considerations

  If you will be 50 or older by the end of 2016, you may...
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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...
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Taxation of Social Security Benefits

A good friend of mine, Bruce Larsen of Presidential Brokerage recently published an outstanding report...
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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...

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