TITLE

the IRA imbroglio

AUTHOR(S)
Slott, Ed
PUB. DATE
March 2005
SOURCE
Financial Planning;Mar2005, Vol. 35 Issue 3, p64
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Discusses the rules issued by the U.S. Internal Revenue Service (IRS) concerning the distribution of individual retirement accounts (IRA). Problems faced by financial advisers and their clients in keeping up with changes in IRA law; Implications of errors in IRA distribution; Ruling by the IRS on required minimum distributions.
ACCESSION #
16314172

 

Related Articles

  • Retirement Plan Strategies. Steiner, Bruce D. // Journal of Retirement Planning;Jan/Feb2008, Vol. 11 Issue 1, p5 

    The article discusses the Internal Revenue Service technical advice memorandum (TAM) regarding the use of Individual Retirement Account (IRA) to fund a pecuniary bequest in the U.S. It explains that the ruling regarding the assignment of a portion of the IRA to the charities did not result in...

  • Have You Had Your Retirement Plan Check-Up This Year?  // Retirement News for Employers;10/2/2014, p1 

    The article lists several check points for basic operations of retirement plans in the U.S. including participation of eligible employees, impact of new laws on the past plans, and the plan document's terms. Topic discussed include Simplified Employee Pension Individual Retirement Arrangement...

  • Retirement Plan Reporting and Disclosure.  // Retirement News for Employers;10/2/2014, p1 

    The article discusses the importance of reporting and disclosure of retirement plans with the U.S. Internal Revenue Service (IRS) and the U.S. Department of Labor. It also lists requirements for the U.S. Department of Labor Reporting and Disclosure Guide for Employee Benefit Plans including the...

  • IRS Provides More Clarity on New Rollover Rule.  // Plan Sponsor News;2014, p1 

    The article reports on the Notice 2014-2054 issued by the U.S. Internal Revenue Service (IRS), which has provided answers to questions received about the single-distribution rule for rollovers from retirement plans. It mentions that each distribution from the retirement plan must include a...

  • Stretch IRAs. Gagne, Gregory B. // Advisor Today;Aug2005, Vol. 100 Issue 8, p20 

    The article provides individual retirement accounting (IRA) planning strategies. The United States Internal Revenue Service has overhauled the rules pertaining to mandatory distributions from IRAs, which has influenced IRA planning. With the revised rules, the beneficiaries have a planning...

  • A review of IRA and retirement plan tax changes. JONES, GEORGE G.; LUSCOMBE, MARK A. // Accounting Today;Jan2015, Vol. 29 Issue 1, p19 

    The article examines a number of tax changes affecting individual retirement accounts (IRA) and other qualified plans through guidance issued by the U.S. Internal Revenue Service (IRS) and court decisions. Topics discussed include taxable and non-taxable distributions, longevity annuities, and...

  • Best and Worst IRA Rollover Decisions. Klein, Larry // Accounting Technology;Jan/Feb2007 Supplement, Vol. 23, p14 

    The article reports on the best and worst of Individual Retirement Account rollover decisions in the U.S. Leave money in the qualified plan if retiring between ages 55 and 59 and one-half distributions are required since there is no penalty on withdrawals from a qualified plan after attainment...

  • Relaxing the 60-Day Rollover Rules. Curatola, Anthony P. // Strategic Finance;Jul2003, Vol. 85 Issue 1, p17 

    The article focuses on strategies for transferring funds between qualified plans and individual retirement accounts. It states there are two methods of transferring funds between qualified plans and Individual Retirement Accounts (IRA): rollovers and direct transfers. It mentions that if the...

  • IRS OKs Rollover By Widow Of Intestate IRA Owner.  // National Underwriter / Life & Health Financial Services;8/4/2003, Vol. 107 Issue 31, p23 

    Focuses on the case of widow who has given the permission to make a rollover from her deceased husband's individual retirement accounts by the Internal Revenue Service in the U.S. Flexibility on the part of the Service; Details of the claims of the widow; Identification of gross income of the...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics