Works matching DE "TAXATION of individual retirement accounts"

Results: 45

The tax consequences of dividing retirement assets at divorce.

Published in:

CPA Journal, 1996, v. 66, n. 9, p. 36

By:

Zimmerman, John C.

Publication type:

Article

IRAS and the marital deduction.

Published in:

CPA Journal, 1994, v. 64, n. 4, p. 61

By:

Meyers, Andrew R.

Publication type:

Article

Overcoming Retirement Plan In-SECURE-ity.

Published in:

Florida Bar Journal, 2020, v. 94, n. 4, p. 42

By:

Stashis Jr., Alfred J.

Publication type:

Article

Getting the Most Tax Deferral From the Traditional IRA.

Published in:

Florida Bar Journal, 2000, v. 74, n. 6, p. 84

By:

Tullius, Raimond N.

Publication type:

Article

Timely Tax and Estate Strategies for Retirement Plans.

Published in:

Journal of Financial Planning, 2014, v. 27, n. 10, p. 34

By:

Herzberg, Philip

Publication type:

Article

Must-Read List Includes Neuroscience and More.

Published in:

Journal of Financial Planning, 2013, v. 26, n. 1, p. 28

By:

Evensky, Harold

Publication type:

Article

Tax–preferred savings accounts and marginal tax rates: evidence on RRSP participation.

Published in:

Canadian Journal of Economics, 2002, v. 35, n. 3, p. 436, doi. 10.1111/1540-5982.00139

By:

Milligan, K.

Publication type:

Article

benefit perspectives.

Published in:: Benefits Quarterly, 2015, v. 31, n. 3, p. 62
Publication type:: Article

The Effects of Income Tax Timing on Retirement Investment Decisions.

Published in:

Accounting Review, 2021, v. 96, n. 2, p. 435, doi. 10.2308/TAR-2016-0379

By:

Stinson, Shane R.;
Doxey, Marcus M.;
Rupert, Timothy J.

Publication type:

Article

Roth IRAs Revisited.

Published in:

Strategic Finance, 2000, v. 82, n. 6, p. 18

By:

Curatola, Anthony P.

Publication type:

Article

The Value and Use of the IRA Recharacterization Option.

Published in:

Financial Analysts Journal, 2013, v. 69, n. 5, p. 61, doi. 10.2469/faj.v69.n5.3

By:

Stowe, David L.;
Fodor, Andy;
Stowe, John D.

Publication type:

Article

"Two Key Concepts for Wealth Management and Beyond": Author Response.

Published in:

2012

By:

Reichenstein, William;
Horan, Stephen M.;
Jennings, William W.

Publication type:

Letter

INHERITED IRAs AND STATE INCOME TAX.

Published in:

Strategic Finance, 2016, v. 98, n. 1, p. 15

By:

RINIER, JAMES W.;
CURATOLA, ANTHONY P.

Publication type:

Article

Should You Convert Your Current IRA to a Roth IRA in 1998?

Published in:

Journal of Financial Planning, 1997, v. 10, n. 6, p. 64

By:

Melcher, Peter J.;
Arend, Lucy;
Howicz, James

Publication type:

Article

Recent Developments in 2014.

Published in:

Journal of the Missouri Bar, 2014, v. 70, n. 3, p. 160

By:

VINCENT, SCOTT E.

Publication type:

Article

Risk-sharing implications for Roth IRA conversions: Fact and fiction.

Published in:

Financial Services Review, 2013, v. 22, n. 2, p. 93

By:

Horan, Stephen M.;
Zaman, Ashraf Al.

Publication type:

Article

Minimodule Converting to a Roth IRA.

Published in:

UMAP Journal, 2012, v. 33, n. 1, p. 29

By:

Vest, Floyd

Publication type:

Article

The New Tax-Free Savings Account: How Popular Will It Be?

Published in:

Canadian Tax Journal / Revue Fiscale Canadienne, 2008, v. 56, n. 4, p. 1052

By:

M., Amin

Publication type:

Article

"Taxable and Tax-Deferred Investing: A Tax-Arbitrage Approach.".

Published in:

Canadian Tax Journal / Revue Fiscale Canadienne, 2008, v. 56, n. 4, p. 1052

By:

M., Amin

Publication type:

Article

"IRA Assets and Contributions, 2007.".

Published in:

Canadian Tax Journal / Revue Fiscale Canadienne, 2008, v. 56, n. 4, p. 1051

By:

M., Amin

Publication type:

Article

Untangling the Inherited IRA Rules: Retiring Baby Boomers and the Impending Transfer of Wealth.

Published in:

CPA Journal, 2018, v. 88, n. 5, p. 59

By:

Russell, Jr., Richard L.;
Russell, Richard L.;
Kesselring, Kristina

Publication type:

Article

Investment Opportunity Amid Tax Uncertainty.

Published in:

CPA Journal, 2010, v. 80, n. 9, p. 42

By:

Boyle, Patrick

Publication type:

Article

Analyzing a Roth Conversion.

Published in:

CPA Journal, 2010, v. 80, n. 8, p. 56

By:

Hitzig, Neal B.

Publication type:

Article

Roths: Still the Right Choice--A Response.

Published in:

2010

By:

Hulse, David S.

Publication type:

Letter

What If Congress Reneges on Roths?

Published in:

CPA Journal, 2009, v. 79, n. 8, p. 56

By:

Hulse, David S.

Publication type:

Article

THE SELF-EMPLOYED 401(K) PLAN.

Published in:

CPA Journal, 2002, v. 72, n. 3, p. 60

By:

Geller, Sheldon M.;
Smilowitz, Mitchell J.

Publication type:

Article

Using the IRD Deduction to Improve Wealth Preservation.

Published in:

CPA Journal, 2000, v. 70, n. 9, p. 35

By:

Kassimir, Maurice R.;
Sherrod, Tonia;
Maisel, Melvin L.

Publication type:

Article

Designating a QTIP as the Beneficiary of an IRA Under Revenue Ruling 2000-2.

Published in:

CPA Journal, 2000, v. 70, n. 9, p. 27

By:

Emmerling, Patrick L.

Publication type:

Article

More Roth IRA Changes.

Published in:

CPA Journal, 1999, v. 69, n. 9, p. 54

By:

Slott, Edward A.

Publication type:

Article

Cash distributors require cash contributions to rollovers.

Published in:

CPA Journal, 1998, v. 68, n. 8, p. 10

By:

Barton, Peter;
Weatherwax, Roy

Publication type:

Article

The ever ready IRA.

Published in:

CPA Journal, 1996, v. 66, n. 10, p. 34

By:

Rotenberg, Marvin R.

Publication type:

Article

Court Finds No Fraud in Bohannon.

Published in:

Journal of Tax Practice & Procedure, 2013, v. 15, n. 5, p. 19

By:

Lach, Kathleen M.

Publication type:

Article

A charitable legacy can be cheaper than you think.

Published in:

Baylor Business Review, 1995, v. 13, n. 1, p. 7

By:

Gulig, Mike;
Chesser, Del

Publication type:

Article

IRS ALLOWS SPOUSAL ROLLOVER FOR IRA WITH NO BENEFICIARY DESIGNATION.

Published in:

Journal of the Missouri Bar, 2019, v. 75, n. 5, p. 248

By:

VINCENT, SCOTT E.

Publication type:

Article

Year-End Tax Planning for 2014.

Published in:

Journal of the Missouri Bar, 2014, v. 70, n. 6, p. 344

By:

VINCENT, SCOTT E.

Publication type:

Article

LRT 201021038--A Cautionary Tale.

Published in:

Journal of Retirement Planning, 2010, v. 13, n. 5, p. 21

By:

Keebler, Robert S.

Publication type:

Article

Retirement Plan Strategies.

Published in:

Journal of Retirement Planning, 2010, v. 13, n. 3, p. 5

By:

Steiner, Bruce D.

Publication type:

Article

Funding Pecuniary Gifts with Retirement Benefits: The IRS has it Half Right.

Published in:

Journal of Retirement Planning, 2007, v. 10, n. 1, p. 29

By:

Choate, Natalie B.

Publication type:

Article

IRA Postmortem Considerations.

Published in:

Journal of Financial Service Professionals, 2016, v. 70, n. 4, p. 39

By:

Ward, Michelle

Publication type:

Article

Section 79 Plans--Benefits beyond Permanent Life Insurance Needs.

Published in:

Journal of Financial Service Professionals, 2014, v. 68, n. 2, p. 85

By:

Rubin, Henry T.

Publication type:

Article

Retirement Account Invalidated after Self-Directed Individual Retirement Account-Owned Limited Liability Company Pays Compensation to Individual Retirement Account Owner.

Published in:

Journal of Financial Service Professionals, 2014, v. 68, n. 1, p. 33

By:

Baker, Warren L.

Publication type:

Article

Should I Stay or Should I Go? Deciding What to Do with Money in a Former Employer's Retirement Plan.

Published in:

Journal of Financial Service Professionals, 2012, v. 66, n. 6, p. 33

By:

Tannahill, Bruce A.

Publication type:

Article

Examining the Unearned Income Medicare Contribution Tax.

Published in:

Journal of Financial Service Professionals, 2011, v. 65, n. 3, p. 39

By:

Ivers, III, James F.

Publication type:

Article

Should Prospective Retirees Forgo Tax-Deductible Contributions to Retirement Plans to Reduce Required Minimum Distribution Payments?

Published in:

Journal of Financial Service Professionals, 2010, v. 64, n. 2, p. 44

By:

Toolson, Richard B.;
Craig, Caroline K.

Publication type:

Article

Section 72(t) Update: Life Happens.

Published in:

Journal of Financial Service Professionals, 2009, v. 63, n. 6, p. 26

By:

Caudill, April

Publication type:

Article