Topic
IRA
195 published works
The CPA Desk
The SECURE Act and Your Retirement Savings
By Emily Smikal
If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently…
The CPA Desk
Have Questions About Your 2021 Tax Situation?
By Andy Aasen
Many people are more concerned about their 2020 tax bills right now than they are about their 2021 tax situation. That’s understandable because your 2020 individual tax return is due…
Wills, Trusts & Estates Prof Blog
Article on IRA Help by Seymour Goldberg
Seymour Goldberg recently wrote an article in which he offers IRA advice. Roth IRA's are discussed in particular with added help on conversions and information on traditional IRA's. Goldberg discusses particular…
Wills, Trusts & Estates Prof Blog
Webinar: Understanding the IRA Distribution Rules under the Secure Act: Includes Practitioner Issues and IRS Compliance Issues
A webinar program entitled, Understanding the IRA Distribution Rules under the Secure Act: Includes Practitioner Issues and IRS Compliance Issues will be held on December 30, 2020 from 1:00 PM ET…
@theBar
The SECURE Act: Elimination of the Stretch IRA and New Rules for Younger Participants
Post Authored by: Brian M. Bentrup On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) became law and it significantly and…
The CPA Desk
Knowing the IRA Distribution Rules Can Make a Difference
By Andy Aasen
Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you plan for withdrawals…
The New York Trusts & Estates Blog
2020 Required Minimum Distributions from IRA and from Certain Qualified Plans have been Suspended
We all know that individuals who have passed age 70 ½ are required to receive Required Minimum Distribution payments each year from their IRAs and qualified plans. Individuals who inherit…
Milikowsky Tax Law Blog
One major red flag to watch out for if you take cash out of your IRA under the CARES Act
Heads up — while you are now allowed to take up to $100,000 out of your IRA and pay it back within three years with no tax hit, doing so…
Tax
Dividing an IRA: 2019 Tax & Divorce Law
By Miles Mason
IRS Publication 504, Divorced or Separated Individuals is one of our favorite reference sources for tax issues relevant to our divorced or separated clients. Tax-Free IRA Transfer for Couples Going…
New Jersey Law Blog
Don’t Forget New Jersey Taxation of IRAs, 401(k)s and 403(b)s
By Robert F. Morris, Steven L. Friedman
The federal tax treatment of IRAs, ROTH IRAs, 401(k)s, and 403(b)s has been the subject of countless books, articles, seminars, and commentary. But, there is precious little regarding the New…