Topic
IRA
195 published works
The CPA Desk
Do You Need to Make a Deductible IRA Contribution for 2019?
By Ann Nguyen
Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a deductible traditional IRA contribution for the 2019 tax…
Pennsylvania Family Law
A Caution About Funding Current Expenses with IRAs/401(k)s
On March 27, 2020, we wrote about provisions in the 2020 CARES Act, which expanded 401(k) loan eligibility and permitted funds to be drawn from IRAs without tax consequence, so…
The Trusts & Estates Law Blog
Guess What? The Laws HAVE Changed – Avoiding a Conduit Trust Catastrophe after the SECURE Act
Like most estate planners, we always remind clients that tax and estate planning laws are subject to change and frequently do. As busy practitioners, it is impossible for us to…
The Trusts & Estates Law Blog
Guess What? The Laws HAVE Changed – Avoiding a Conduit Trust Catastrophe after the SECURE Act
Like most estate planners, we always remind clients that tax and estate planning laws are subject to change and frequently do. As busy practitioners, it is impossible for us to…
Wills, Trusts & Estates Prof Blog
Ed Slott’s IRA Advisor: Tax & Estate Planning for Your Retirement Savings, To Track SECURE, Consider an IRA Trust – April 2020
Ed Slott has published his IRA Advisor: Tax & Estate Planning for Your Retirement Savings, To Track SECURE, Consider an IRA Trust - April 2020. Provided below is the introduction…
Wills, Trusts & Estates Prof Blog
Top 10 Tax Planning Tips for 2020
Evaluate the benefits of scheduling qualified charitable distributions from your IRAs. They can satisfy all or part of your required minimum distribution, and the portion transferred to the charity becomes…
The CPA Desk
How an IRA Can Benefit Your 2019 Tax Return
If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lower it. If you qualify,…
The CPA Desk
These Tax Law Changes May Impact Your Retirement Plan
By Jim Streets
If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed a law that makes significant modifications to these accounts. The…
Employment Law Letter
What Plan Sponsors and IRA Owners Need to Know About the SECURE Act
By Kelly Smith Hathorn, Richard I. Cohen, Joseph Indelicato
On December 20, 2019, President Trump signed into law H.R. 1865, the Further Consolidated Appropriations Act, 2020 (now Pub. L. 116-94) (the “Appropriations Act”), which, among other things, contains the…
Connecticut State & Local Tax Alert
What Plan Sponsors and IRA Owners Need to Know About the SECURE Act
By Kelly Smith Hathorn, Richard I. Cohen, Joseph Indelicato
On December 20, 2019, President Trump signed into law H.R. 1865, the Further Consolidated Appropriations Act, 2020 (now Pub. L. 116-94) (the “Appropriations Act”), which, among other things, contains the…