News & Articles

How the Current Tax Law Affects Charitable Giving from IRAs

Posted on Mon, Mar 04, 2019

For charitable donors, the Tax Cuts and Jobs Act (TCJA) provided some tax breaks and took away others. Here's what charity-minded individuals need to know.

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Tags: IRA Distributions, Charitable Giving, Charitable Donations, Charitable Contributions, IRA

Can You Have Too Much Money in Tax-Deferred IRAs?

Posted on Fri, Jun 10, 2016

In some cases, individuals reach a point where deferring taxes to the max is counter-productive.

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Tags: Traditional IRA, Tax-Deferred, IRA Distributions, IRA

Update on the IRA 'One Rollover a Year' Rule

Posted on Wed, May 21, 2014

The U.S. Tax Court made a controversial ruling in January that contradicted an IRS publication designed to explain the law to taxpayers. In Bobrow, the court ruled that the one-rollover-per-year rule applies to all of taxpayer's individual retirement accounts (IRAs) in aggregate, rather than on an account-by-account basis. This ruling is significant for taxpayers with several IRA accounts.

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Tags: EHTC Article, IRA Distributions, IRA Rollover, U.S. Tax Court, Articles, Taxes

Wrap Up Last-Chance Tax Breaks for 2013

Posted on Mon, Dec 16, 2013

Find some time in the midst of the holiday bustle to examine your tax situation for the year. Here are six potentially money-saving opportunities involving charitable contributions, investments, retirement plans, IRA distributions, medical expenses and college costs that must be acted on by Tuesday, December 31. 

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Tags: IRA Distributions, Charitable Donations, Tax Breaks for 2014, Flexible Spending, College Tax Breaks, Investment Holdings, Roth Conversion, Articles, Echelbarger, EHTC