News & Articles

IRS Issues Clarification of Once-a-Year IRA Rollover Limit

Posted on Mon, Nov 17, 2014

There have been several twists and turns this year relating to the "once-a-year rule" for IRA rollovers. In the latest move, the IRS has provided additional guidance in the wake of a controversial U.S. Tax Court decision applying the rule to all IRAs owned by an individual. Significantly, the IRS is providing taxpayers with greater flexibility in their year-end tax planning decisions.

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Tags: EHTC Article, Roth IRA, Traditional IRA, Newsletter, Articles, Taxable, Taxes, IRA, Penalty Tax

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

Posted on Thu, Oct 16, 2014

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

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Tags: EHTC Article, Roth IRA, Traditional IRA, Newsletter, Articles, Taxable, Taxes, IRA, Penalty Tax