Click on any subject to read more about the subject (The list is scrollable)

• IRS Grants Relief On HSA Reduction to $6850 From $6900
• IRS Extends the 2017 Tax Filing Deadline For Some Taxpayers. Does it Apply For IRA/HSA Contribution Purposes ?
• Certification For Late Rollover Contribution
• DOL Fiduciary Rule Vacated
• EBSA/DOL As of April 3, 2018 Has Not Issued Any Response or Guidance To Court Ruling Vacating the Fiduciary Rule
• IRA Contribution Limits unchanged for 2018 - Unchanged at $5500 and $6500
• 401(k) Contribution Limits for 2018 Increases by $500
• January 31, 2018 IRA Deadlines
• New Tax Law Enacted for Hurricanes Harvey, Irma and Maria - Disaster Tax Relief and Airport and Airway Extension of 2017
• IRS Revises IRA Model Forms 5305 Series
• Update On the DOL's Fiduciary Rules
• Getting Married Results in Substantial IRA Tax Benefits Versus Staying Unmarried
• 7 Cardinal IRA Rollover Rules
• U.S. Treasury Terminates myRA Program
• SIMPLE-IRA Summary Description - IRA Custodian Must Furnish by October 2017 for 2018
• Purchasing A Financial Institution Having Inherited IRAs-Caution Is Warranted
• CWF's Primer on IRA Rollover Rules
• IRS Guidance on the One Rollover Per Year Rule
• IRS Issues 2018 Indexed Amounts for HSAs
• Understanding What Forms Are Needed to Establish a SIMPLE IRA Plan And a SIMPLE IRA
• DOL/EBSA Proposes Extending Compliance/Applicability Date for Fiduciary Rule and Related Exemptions From April 10, 2017 to June 9, 2017
• President Trump, Congress and the Fiduciary Rule
• IRA Amendments Being Required for 2016-2017
• IRS Issues Additional Procedure For Waiver of 60-Day Rollover Requirement and Additional Self-Certification Procedure
• Is it Still Possible to Establish a SIMPLE-IRA Plan for 2016?
• SIMPLE-IRA Summary Description - IRA Custodian Must Furnish by September/October for 2016 for 2017
• Planning Suggestion for an IRA Beneficiary Designation - Consider the Primary Beneficiary Might want to Disclaim.
• IRS Form 5329 - Understanding the Requirements to File
• Complying with the DOL's New "IRA" Fiduciary Definition and the New Prohibited Transaction Exemptions.
• CWF's Guidance on Transfers and Direct Rollovers
• CWF's Guidance on Duty of An Inheriting HSA Beneficiary to File Form 8889
• CWF Discusses - Non-Deductible Traditional IRA Contributions by Bank Presidents and Other High Income Individuals
• CWF Reminder - 4/30/16 is Deadline to Update Certain Old Keogh and Profit Sharing Plans
• Understanding What Forms are Needed to Establish a SEP-IRA
• SEPs - The Last-Minute Retirement Plan and Tax Deduction
• Obama Administration Again Proposes Taxing Some Roth IRA Distributions and Other Law Changes
• IRS Increases FIling Fees For Waiver of 60-Day Rollover Rule to $10,000
• New SIMPLE-IRA Rollover and Transfer Rules
• Understanding Why It Is Critical for an Inheriting IRA Beneficiary to Designate His or Her own Beneficiary
• President Obama Signs the Budget/Tax Bill on December 18, 2015
• IRA Amendments Being Required For 2015-2016
• An IRA Distribution May Disqualify a Person for the Premium Tax Credit
• 2015 IRA Contribution Deadline is Monday April 18, 2016 Due to Emancipation day
• QCD Rules Extended Permanently
• IRS Announces 2016 Limits for IRAs and Pension Plans
• Qualified Charitable Distributions in 2015
• A Persons's 2015 Tax Filing Deadline is Either April 18, 2016 or April 19, 2016
• IRS Adopts Permanent Penalty Relief Program for Sponsors of One Person Plans Who Failed to File One or More 5500-EZ Forms, Including For a Terminated Plan
• Answers to IRA Test # 501
• The Interplay of RMDs and Rollovers
• IRS Issues 2016 Indexed Amounts for HSAs
• Lack of IRS Transparency Regarding the Requirement, if any, to Furnish RMD Amount and Date to the IRS on E-version of the 2014 Form 5498
• DOL Re-Proposes Rule on Definition of a Fiduciary for IRAs and Pension Plans
• Understanding Ages 70, 70½ and 71 and RMDs and the Final IRA Contribution - Even the IRS Gets It Wrong
• What To Do - A Person wants to Make a Charitable IRA Contribution in 2015
• IRS Guidance - Errors on Form 5498 by Custodian May Cause Tax Trouble For Everyone
• CWF's Guide for the IRA Distribution Code for Box 7 of the 2015 Form 1099-R
• Seeking IRA Contributions by April 15, 2015
• Establishing a SEP for 2014
• SEPs - The Last Minute Retirement Plan and Tax Deduction
• President Obama Signs the Tax Increase Prevention Act of 2014
• A Traditional IRA beneficiary is Ineligible to Convert an Inherited/Beneficiary IRA to a Roth IRA
• QCDs Extended for 2014
• No Bankruptcy Exemption For Funds Within an Inherited Individual Retirement Account
• Charging a Fee For a Direct Rollover of IRA Funds to a 401(k) Plan
• IRS Grants Temporary Relief to Sponsors of One-Person Plans Who failed to File One or More 500-EZ Forms, including for a Terminated Plan
• Helping a Father Who Has Inherited His Daughters 401(k)
• IRS Issues 2015 HSA Indexed Amounts
• IRS Postpones New Rollover Rule to January 1, 2015
• What Records Must the Roth IRA Accountholder and/or Beneficiaries keep ?
• U.S. Government Enters Roth IRA Business With myRA !
• It was Mandatory to Furnish FMV IRA Statement By January 31, 2014
• A special law allows larger Contributions for 1-person 401(k) Plans $56,500 vs $51,000
• IRS Announcement 2014-15 Application of One-Per-Year Limit on IRA Rollovers
• January 31, 2014 Deadlines
• No Tax Legislation Yet to Extend QCDs for 2014
• Reporting Roth IRA Distributions on 2013 Form 1099-R
• Be Aware - Rolling Over an Old Keogh Plan Into an IRA May Lead to Serious Tax Problems
• RMDs for a Son Beneficiary of Dad's 401(k), Traditional IRA and Roth IRA
• Using 401(k) Rollover Funds to Start a Business - Not a Good Idea
• Illustrating the Two Roth IRA 5-Year Rules
• Faulty IRA Information - Roth IRA Article from Certain InvestmentFirm
• Getting Rid of Basis in Traditional IRA so a Person can Convert only Non-Taxable Funds
• Rollover IRA Funds to 401(k) Plan to Lessen Upcoming RMDs from IRAs
• IRA Contribution LImits for 2014 - Unchanged at $5,500 and $6,500
• Saver's Credit Limits for 2013 and 2014
• SEP and SIMPLE Limits
• Roth IRA Contribution Charts for 2013 and 2014
• IRA Contribution Deductibility Charts 2013 and 2014
• Can't Directly or Indirectly Roll over a Roth IRA to a 401(k)Plan
• Administering IRAs After DOMA Ruled Unconstitutional
• Proposed IRA Law Changes by Senator Hatch
• QCD Season and RMDs
• Moving Non-deductible Funds From a 401(k) Plan into a Roth IRA
• 2011 Rollover Contributions
• President Obama Proposes Radical IRA/Pension Law Changes
• DOL Proposes Class Exemption to Resolve PT Problems with IRAs for Securities Firms and Others.
• IRA and Pension Distributions and the New Net Investment Income Tax
• Can a Grandparent be Responsible Individual of a CESA ?
• IRA Amendments Being Required
• Military Death Gratuities and Service-members Group Life Insurance Payments and Roth IRAs
• IRS Gives Guidance on QCDs For 2012 and 2013
• IRA Limits for 2013
• IRS Announces 2017 Limits For IRAs and Pension Plans
• IRS Provides Tax Relief to Louisiana Storm Victims.
• IRS Issues Additional Procedure for Waiver of 60-Day Rollover Requirement and Additional Self-Certification Procedure.
• Is it Still Possible to Establish a SIMPLE-IRA Plan for 2016?
• SIMPLE-IRA Summary Description - IRA Custodian Must Furnish by September/October 2016 for 2017.
• Planning Suggestion for an IRA Beneficiary Designation - Consider the Primary Beneficiary Might want to Disclaim.
• IRS Form 5329 - Understanding the Requirement to File.
• Complying with the DOL's New "IRA" Fiduciary Definition and the New Prohibited Transaction Excemptions.
• Warning - Determine if Your IRA Processor Has Prepared Some of Your Institution's 5498 Forms Incorrectly
• More Wealthier Individuals Should be Making Non-deductible Traditional IRA contributions - They Just Need Some Help and You Can Provide It
• Guidance on Transfers and Direct Rollovers
• Guidance on Duty of An Inheriting HSA Beneficiary to file Form 8889
• CWF Discusses - Non-Deductible Traditional IRA Contributions By Bank Presidents and Other High Income Individuals
• IRS Issues 2017 Indexed Amounts for HSAs
• Inherited IRAs - To Accept Transfers or Not
• Resigning as the IRA Custodian - A Be Careful Subect if the IRA Funds are not begin Transferred to Another IRA Custodian
• A Taxpayer's Duty to Report a Roth IRA Distribution
• IRS Issues 2019 Indexed Amounts for HSAs
• IRS Reconfirms Guidance on WIthholding and IRS Reporting for IRA Distrbution to a State Unclaimed Property Fund

Home

All Right Reserved Copyright ©