Rolling your IRA into your 401(k) while still employed may help you temporarily skirt required minimum distributions, but there can be drawbacks.
Natalie Choate simplifies the decision making that come with SOSEPPs.
The rule that you must take the required minimum distribution before doing a “rollover” does not apply to IRA-to-IRA transfers.
Why do back flips to qualify for a life expectancy payout that may soon cease to exist?
There are three courses you can take if you've contributed to a Roth IRA when you shouldn't have.
Figuring out the tax rules for retirement plans and IRAs is hard enough. It's too bad that some IRS forms make the process even trickier.
Track IRA transactions like a hawk, from start to finish, to make sure they are carried out completely and correctly.
To reduce income tax, do what you can to limit the flow of items into the top lines of your tax return.
Beneficiaries inheriting IRAs generally have more flexibility than those inheriting qualified plans.
Although the new tax law placed some limits on IRA recharacterizations, the technique can still be used in certain situations in 2018 and beyond.