Archive for the ‘Retirement’ Category.
September 24, 2021, 2:50 pm
The IRS provides an excellent breakdown on the different types of IRA’s, their uses and differences, the contributions and withdrawal features of each.
Individual Retirement Arrangements, or IRAs, provide tax incentives for people to make investments that can provide financial security ...
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September 20, 2017, 12:00 am
In a compassionate move realizing the extent devastation from Hurricane Irma and Harvey before it to taxpayers in FEMA designated areas, the IRS has included in the definition of Hardship under IRC Sections 401(k) and 403(B) distributions to victims of hurricane Irma as followed hurricane ...
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August 30, 2016, 12:00 am
IRA and Retirement Plan Rollovers
WASHINGTON — The Internal Revenue Service today provided a self-certification procedure designed to help  recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retir...
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January 11, 2016, 12:00 am
By Jillian K. Poyzer, CPA, and Timothy R. Yoder, CPA, Ph.D.
January 1, 2016
Money invested in retirement accounts reaps the benefits of tax-deferred earnings and is therefore good for tax planning purposes. But putting money into retirement accounts limits the availability of funds bec...
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