Paying tax now on today's balance may be preferable to paying future tax on a much larger sum, year after year.
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
Exploring a time when the IRS was unconvinced a medical condition affected a taxpayer's ability to meet the 60-day requirement.
Steer clear of common mistakes and high penalties related to required minimum distributions.
With the five-year period satisfied, many clients meet the requirements for qualified distributions
With the five-year period satisfied, you could meet the requirements for qualified distributions
Strict new rules on IRA fund transfers are now in effect, and breaking them can be costly.
A recent Tax Court case shows which of your checks don't count as compensation.
Tax Court case shows what counts for IRA contribution deductibility - and what doesn't
