Just in time for the new year, Congress moves to change IRA rules to make “stretch IRAs” considerably less flexible.
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‘Stretch IRAs’ Snap Back
Tag Archives: IRAs
Not Another Year-End Financial Planning Article
What is the best day to begin executing year-end financial strategies for 2019? That would be tomorrow.
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A Retirement Planning Opportunity Goes Away
The new tax law strips taxpayers of a rare opportunity to get a do-over.
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Rollover Foul-Up? IRS Says ‘Chill Out’
Botched retirement rollovers have been a headache for taxpayers and the IRS alike, but new leniency can resolve many problems.
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IRS Offers A Direct Path To Greater Savings
An IRS pronouncement makes tax planning clearer while opening new tax-advantaged retirement savings strategies.
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Navigating Around An Inherited IRA Pitfall
Your heirs could lose the benefit of the big IRA you amassed, unless you plan around an unfavorable Supreme Court decision.
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A Harsh Yet Hard-To-Enforce IRS Position On Wash Sales
The tax system relies on voluntary compliance, but a harsh IRS position on wash sales penalizes taxpayers who do the right thing.
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IRA Owners: Watch This Under-The-Radar Case
Not all important cases are sexy. Example: SCOTUS will decide whether inherited IRAs are protected in bankruptcy.
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The Roth IRA Conversion Clock is Ticking
With only a few months left in 2010, time is running out to take advantage of a valuable and often …
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When One IRA Window Closed, Another Opened
A new law killed the “stretch IRA” strategy for nonspouse heirs, but it spawned another opportunity to aid some beneficiaries.
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