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- The ABCs Of IRAs
- An Individual Retirement Account IRA is designed to help you save for retirement and offers many tax advantages. One powerful benefit is that you can delay - or possibly even eliminate - paying taxes on your investment earnings interest or dividends paid to your IRA, depending on the type of...
- White papers 2009-01-01
- Overlooked Tax Deductions
- These tax deductions and credits can mean big savings on your 2008 federal income tax return. But you may not know about them, especially the new ones. So before you send in your return, check out these write-offs and take the ones you're due. ...
- Articles 2009-04-03
- Wait! Don't File That Return Yet!
- Hustling to ship off your 2008 tax return? Not so fast. Check out these often overlooked deductions, including some that are new for '08. A last-minute look could save you some money.Sure, you'd like to get your 2008 tax returns behind you. But while you have time — albeit, not...
- Articles 2009-04-03
Additional Resources
- IRS Proposes Changes in Individual Retirement Account Distribution.(Knight Ridder/Tribune Business News)
- Jan. 17--The IRS has proposed major changes in individual retirement account distribution. Jan. 17--The IRS has proposed major changes in individual retirement account distribution.
- Research articles 2001-01-17
- IRA investor finds diversity without taxation. (Individual Retirement Account)
- An Internal Revenue Service IRS private letter ruling holds that taxpayers can avoid taxation on transfers of Individual Retirement Account IRA assets by ensuring that the asset transfers are done on a trustee-to-trustee basis. By keeping the transferAn Internal Revenue Service IRS private letter ruling holds that taxpayers can avoid...
- Research articles 1994-12-05
- The Roth Individual Retirement Account
- When deciding whether a regular Individual Retirement Account IRA or a Roth IRA is best for you, you'll want to compare the after-tax dollars that would be available to you under each option. This will depend on many factors, including your tax bracket, how many years you have until retirement,...
- White papers 2008-01-01
- IRA funds can't be used to buy a personal residence. (Individual Retirement Account)(Tax Facts & Figures)
- The Tax Court has ruled that tax payers cannot use funds from their Individual Retirement Account IRAs to purchase personal residences and avoid the 10% penalty tax on premature distributions. The Tax Court has ruled that personal residences are not one of the permissible items in which taxpayers can invest...
- Research articles 1994-11-14
- IRS approves rollover from conduit IRA. (Internal Revenue Service, individual retirement accounts)(Tax Facts & Figures)(Column)
- A private letter ruling from the Internal Revenue Service IRS on individual retirement account IRA rollovers has significant implications for retired employees who re-enter the workforce. The IRS ruling allows for the return of IRA funds from a 'conduA private letter ruling from the Internal Revenue Service IRS on individual...
- Research articles 1995-10-09
- Pueblo, Colo.-Area Residents Enjoy Retirement Account Capabilities.
- By Gail Pitts, The Pueblo Chieftain, Colo. Knight Ridder/Tribune Business News Feb. 6--The ability to begin saving through an Individual Retirement Account has been warmly received in Pueblo, the district manager of H&R Block said Tuesday. Many people who...
- Research articles 2002-02-06
- Education IRAs slow to take off.(financial companies reluctant to offer education individual retirement accounts due to product's low profit margin)
- Financial companies have been slow to offer the Education IRA individual retirement account because of the product's low profit margin. The maximum contribution is only $500 per year, which, according to American Century Funds, will generate revenues of just $4 annually. The company plans to offer Education IRAs as a...
- Research articles 1998-02-02
- Rollover regs can snag IRA transfers. (Internal Revenue Service regulations, individual retirements accounts)
- A court has ruled that the Internal Revenue Service IRS regulations concerning the transfer of individual retirement account IRA funds to a different IRA more than once in any year are taxable, even though a different method is applied in making the tA court has ruled that the Internal Revenue...
- Research articles 1992-08-24
- How Do Return Rates Affect My Retirement Income?
- This tool compares four investment alternatives to save for your retirement: a deductible Individual Retirement Account IRA, nondeductible IRA, Roth IRA and investing with a taxable account. The tool also considers your age, expected length of retirement and how much you wish to leave for heirs. You enter your estimated...
- Tools & templates 2008-01-01
- Choosing a Retirement Plan: SEP
- Simplified Employee Pensions SEPs provide a simplified method for employers to make contributions to a retirement plan for their employees. Instead of establishing a profit sharing or money purchase plan with a trust, employers can adopt a SEP agreement and make contributions directly to an individual retirement account or...
- White papers
- It's all yours: with a Roth Ira, you don't have to share any of your nest egg with the IRS. (Roth IRA).(individual retirement accounts)(United States Internal Revenue Service)
- NEXT YEAR will be a watershed year for the Roth IRA. It will be the first time the real promise of this retirement account will come true, the first time Roth IRA owners will be allowed to withdraw earnings from their accounts absolutely tax-free. ...
- Research articles 2002-09-22
- Future Looks Bright For Retirement Plans
- Life after retirement can be bright and prosperous if meticulous retirement planning is done beforehand. In recent years, many retirement saving plans have been introduced which cater to the needs of different class of individuals. These plans include the 401k plans and the Individual Retirement Account IRA. For workers in...
- White papers 2001-08-01
- Mutual Funds and the U.S. Retirement Market in 2003
- Retirement assets invested in mutual funds rose 28 percent in 2003, reaching $2.7 trillion by year-end. Strong stock market returns and net cash inflows produced assets were held in retirement accounts Retirement accounts held 45 percent of all long term ?equity, hybrid, and bond?fund assets at most of the increase...
- White papers 2004-06-01
- Using Sect. 72 as alternative retirement plan.
- Using Sect. 72 As Alternative Retirement Plan Marketer Chuck Beale says he is capitalizing on a section of the Internal Revenue Code that allows individuals to terminate their qualified retirement plan, roll over the cash into an Individual Retirement Account and then annuitize the...
- Research articles 1991-12-02
- New Safe Harbor Tax Explanation for Distributions from Qualified Retirement Plans
- An employer is required by law to provide a written notice to each participant who receives a distribution from a tax-qualified retirement plan. The notice must adequately explain the tax consequences of receiving the distribution in cash or doing a tax-free "roll over" of the distribution to an individual retirement...
- White papers 2002-01-14
- Early Ira Exit - individual retirement account early withdrawal - Brief Article - Statistical Data Included
- RETIREMENT | You can tap your money ahead of schedule with NO PENALTY. WHEN Gary Greenfield of Amelia Island, Fla., became eligible for early retirement, he jumped at the chance even though he was only 48 years old. His federal pension of about $2,000 a month after taxes was...
- Research articles 2001-02-01
- How Much Can I Contribute To My Retirement Plan Each Year?
- This tool calculates your maximum tax-deductible or allowable contributions to a regular or Roth Individual Retirement Account IRA. It also calculates your contribution limits to certain types of employer-sponsored retirement plans. These plans include 401k, SEP, SIMPLE and Keogh plans.
- Tools & templates 2008-01-01
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