Retirement

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Rollover of Retirement Plan Self Certification for Additional Time

01/17/2018
Rollover of Retirement Plan Self Certification for Additional Time Normally you have 60 days to...
Retirement / Rollover
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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...
IRA / Retirement / Rollover
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Retirement Savings Contribution Catch Up Considerations

09/13/2016
  If you will be 50 or older by the end of 2016, you may...
Retirement / Uncategorized
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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...
Employee Business Expense / IRA / Retirement / Small Business / / Tax planning
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Taxation of Social Security Benefits

05/13/2014
A good friend of mine, Bruce Larsen of Presidential Brokerage recently published an outstanding report...
Pension Plan / Retirement / /
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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...
IRA / Recharacterization / Retirement / Tax Guidance & Preparation
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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...
Distributions / Investment Income / IRA / IRS Enforcement / IRS Examination / Retirement / Tax Court / Tax Guidance & Preparation / Tax Problems & Requests

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