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25 Apr 2015, 11:24 am by Carter Ruml
To set the stage, a brief recap of some of the rules on Roths is helpful. [read post]
16 Aug 2011, 7:00 am
In Executive Protection & Travel Security, risk assessment expert witness Ira S. [read post]
9 Feb 2019, 2:56 pm by Kevin M. Mazza, Esq.
In my last blog post, I provided a brief overview of retirement assets which have been funded individually, such as IRA accounts, and how they are dealt with for equitable distribution purposes. [read post]
23 Oct 2014, 4:00 am by Howard Friedman
On Oct. 17, the Congressional Research Service released a Report titled Recently Expired Charitable Tax Provisions (“Tax Extenders”): In Brief. [read post]
7 Oct 2021, 2:17 pm by Marc J. Soss
A brief summary of the trust and estate and retirement asset taxation proposals included within it follow: 1. [read post]
14 Dec 2009, 6:30 am by Jim Reed
Yes, that’s right, their ONLY training was via fax machine during a brief course. [read post]
24 Mar 2010, 10:19 pm by Carter Ruml
It then provided an extremely brief summary of income tax treatment of IRAs. [read post]
Now that Prigozhin has graduated from a U.S. indictment on charges of conspiracy to defraud the United States, to a brief criminal investigation in his home country for inciting an armed rebellion against the Russian government, to a possible dismissal of that investigation now that he’s turned around and departed for Belarus, we’re proud to say we knew him way back when. [read post]
6 Aug 2013, 1:15 pm
Beneficiary designations on retirement plans don't carry over on rollovers to an IRA, transfer to a new employer’s plan, or when a regular IRA is converted to a Roth IRA. [read post]
7 Mar 2022, 10:03 am by John Jascob
Many of the signers also provided brief comments.Significantly, AFR’s petition would appear to limit its request to “large companies and financial institutions. [read post]
1 Dec 2014, 4:43 pm by Sabrina I. Pacifici
By IRA type, regular IRAs accounted for the largest percentage of IRA ownership, but rollover IRAs had a slightly larger share of assets than regular IRAs in 2013. [read post]
22 Apr 2016, 7:35 am by Sarah M Donnelly
Plaintiffs specifically allege that the IRA’s provision authorizing the Secretary to acquire land in trust on behalf of federally-recognized Indian tribes somehow reflects an unconstitutional delegation of legislative authority. [read post]