Tax

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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IRS Denies Post-Mortem Rollover

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by robertkeebler     August 24, 2011      0.0 (0) In PLR 201123048, the Internal Revenue Service addressed a late rollover request from the widow when her late husband failed to accomplish a rollover on a timely basis. In a surprising move, and certainly devastating to this family, the Service denied such a rollover.

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IRS Allows Disclaimer of Retirement Account Despite Receipt by Beneficiary of Postmortem RMDs

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by robertkeebler     August 11, 2011      0.0 (0) A recent Internal Revenue Service decision allowed a beneficiary to disclaim interest in retirement accounts despite receiving postmortem required minimum distributions.

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IRS Offers Forgiveness For Missed SEPP Distribution

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by robertkeebler     July 26, 2011      0.0 (0) In a surprising decision by the IRS, a taxpayer who did not take the full amount of a series of equal periodic payments (SEPP) was not considered to have modified the SEPP, saving the taxpayer a 10% early distribution penalty.

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