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IRA Owners Have a Couple More Months to Make 2018 IRA Contributions

USA - February 20 2019 Contributions to individual retirement accounts (IRAs) for a given year are due by the tax return filing deadline for that year, excluding extensions...

Sariyah S. Buchanan.

US Tax Reform Impacts Roth IRA Conversions

USA - January 29 2018 The Internal Revenue Service confirms in writing that recharacterizing 2017 Roth IRA conversions will be permitted until October 15, 2018. As...

Michael B. Richman, Sariyah S. Buchanan, Daniel R. Kleinman, Lindsay B. Jackson.

US Tax Reform Impacts Roth Individual Retirement Account Conversions

USA - January 17 2018 HR 1 makes Roth IRA conversion recharacterizations a thing of the past, but is silent on whether recharacterizing 2017 Roth IRA conversions in 2018...

Michael B. Richman, Sariyah S. Buchanan, Daniel R. Kleinman, Lindsay B. Jackson.

Rollover Roulette: Rollover, Direct Rollover, Direct Payment, Direct Transfer or Transfer (Part 2: Potential Horrible Consequences)

USA - April 5 2017 The movement of monies between eligible retirement plans and eligible IRAs can be free from federal income taxhow great is that! However, if an...

Rollover Roulette: Rollover, Direct Rollover, Direct Payment, Direct Transfer, or Transfer (Part 1: The Terms)

USA - April 4 2017 I don’t know about you, but when I hear the terms “rollover,” “direct rollover,” “direct payment,” “direct transfer,” and “transfer” used...