Tax

Non-Spousal Beneficiary Allowed To Roll Over Distributed Funds To Inherited IRA

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by robertkeebler     November 10, 2011      0.0 (0) In PLR 201139011, a non-spousal beneficiary was allowed to transfer her inherited qualified plan to an inherited IRA under IRC Sec. 402(c)(11) despite the fact that a lump sum distribution had been taken from the plan. Generally, once a non-spouse beneficiary takes a distribution from an inherited plan or IRA, it cannot be placed ba

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2011 Year-End Tax Planning Ideas That Advisors Can Use With Clients

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by robertkeebler     October 28, 2011      0.0 (0)   In particular, when the markets are down, there are several tax planning strategies that can be utilized which, when designed and executed properly, can create and/or shift a considerable amount of wealth in the future.   I spoke about these and other year-end tax planning techniques at today's session of the Financial

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Answers To Tax-Efficient Investing Questions From Advisors

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by robertkeebler     October 19, 2011      0.0 (0)   This blog entry answers questions raised by advisors in the recent Introduction to Tax-Efficient Investing webinar. Advisors4Advisors members can see a free on-demand replay of the webinar, which is the first of a four-part series. The other three sessions can be viewed on demand for $20 each for A4A members and $30 each for non

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Answers To Roth IRA Conversion Questions From Advisors

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by robertkeebler     October 11, 2011      0.0 (0) A4A registrants get a free replay of the webinar, Introduction To Tax-Efficient Investing.   1.    In the unlikely event of a flat tax, what would be the effect on the Roth IRA conversion decision?   To understand the effect of a flat tax on the Roth IRA conversion decision, it is first necessary t

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The Special Needs Trust Exception

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by robertkeebler     September 09, 2011      0.0 (0) In PLR 201116005, the Internal Revenue Service demonstrated a trait that is not at the forefront of most taxpayer’s minds: compassion. 

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