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Military Moves

If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act...
Financial Planning, 09/01/08 by Ed Slott · More from publication
Rollover confusion

It's now back up in the air whether employers must allow nonspouse rollovers from company retirement plans in 2008. On Dec. 29, 2007, President...
Employee Benefit News, 06/01/08 by Ed Slott · More from publication
Time to Convert?

If your client wants to convert employer plan funds directly to a Roth IRA, there are some new Internal Revenue Service (IRS) rules you should be...
Financial Planning, 05/01/08 by Ed Slott · More from publication
Final Roth 401(k) Distribution Regulations

On April 30, 2007, the 1RS published final regulations on the taxation of distributions from designated Roth accounts, better known as RoUi 401(k)s...
CPA Journal, The, 05/01/08 by Slott, Ed · More from publication
Rollover Confusion

In the January issue (which went to press in early December), I said that the Internal Revenue Service had reversed its position, and was now...
Financial Planning, 03/01/08 by Ed Slott · More from publication
ED Slott's New Slot

One of the most exciting features on the new and improved Financial-Planning.com isn't new at all. Ed Slott is still with us, and he's better than...
Financial Planning, 03/01/08 by Ed Slott · More from publication

Flip-Flop

The Pension Protection Act of 2006 (PPA 2006) included a provision that would permit the non-spouse beneficiaries of company retirement plans to do...
Financial Planning, 01/01/08 by Ed Slott · More from publication
The Final Word

Roth 401(k) contributions are taking off, especially since the Pension Protection Act of 2006 made the accounts permanent. But once your clients...
Financial Planning, 09/01/07 by Ed Slott · More from publication
RMD Traps

Tax time has come and gone, and once again the single biggest IRA mistake was: missed required minimum distributions (RMDs), for IRA owners and...
Financial Planning, 07/01/07 by Ed Slott · More from publication
She Said, They Said

This is the story of Patricia Marie Colombell. She was denied a tax deduction on her 2002 tax return for her $3,500 IRA contribution even though...
Financial Planning, 05/01/07 by Ed Slott · More from publication