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IRS Announces Relief for Late Rollovers of Retirement Plan Funds

Posted by Jennifer C. Plail CPA

Sep 29, 2016 8:32:00 AM

The IRS has released new guidance to help taxpayers avoid taxes and penalties for late rollovers of distributions from employer-sponsored retirement plans and individual retirement accounts (IRAs). Ordinarily, such rollovers must be completed within 60 days to be considered valid. The new guidance establishes a process for taxpayers who miss the 60-day rollover window for any one of 11 different reasons to correct the error.

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Topics: ira rollover, ira, employee benefit plan, individual retirement accounts, retirement plan, irs rev proc 2016-47

Social Security Adjusts Wage Base and Plan Contribution Limits

Posted by The Dopkins Tax Advisory Group

May 12, 2016 3:30:00 AM

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Topics: social security wage base, ira, social security, cost of living adjustment, ssa, COLA, ssa cola, simple ira

Longevity Annuities in IRAs & Employer Plans

Posted by James Cosgriff IV

Dec 15, 2014 9:00:00 AM

Recently issued tax regulations clear the way for longevity annuities to be purchased through 401(k) and similar employer-sponsored retirement plans as well as individual retirement annuities and accounts (IRAs)..

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Topics: ira, 401(K), employee benefit plan, qualified longevity annuity contract, qlac, qualified defined benefit contribution plan

IRS Posts New Retirement Account Limits for 2015

Posted by The Dopkins Tax Advisory Group

Nov 25, 2014 1:39:00 PM

The IRS has announced the 2015 contribution limits for both employer-sponsored plans and individual retirement accounts (IRAs). Increased limits may provide individuals and businesses with opportunities for additional tax savings in the coming year.

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Topics: retirement planning, ira, iras, 401(K), retirement account, employee benefit plan, individual retirement accounts

Court's Decision Limits IRA Rollovers

Posted by Stephen C. Studley CFU CVA CLU CFP CPA

Apr 17, 2014 12:37:00 PM

An IRA rollover is a popular way of retaining investment flexibility and tax benefits when switching from one Individual Retirement Account to another.

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Topics: tax planning,, retirement planning, ira rollover, ira

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