Investment Types and Strategies, Self Directed IRA, Self-Directed IRA Fundamentals, Traditional IRA
A Question I Get at Least Once a Week Here’s something that catches almost every new client off guard: the IRS doesn’t actually have a category called “self-directed IRA.” Open the tax code and look for it. You won’t find it. Legally speaking, a...
401(k), 60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA
IR-2016-113, Aug. 24, 2016 WASHINGTON — The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another...
60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA
IR-2014-107, Nov. 10, 2014 WASHINGTON — The Internal Revenue Service today issued guidance clarifying the impact a 2014 individual retirement arrangement (IRA) rollover has on the one-per-year limit imposed by the Internal Revenue Code on tax-free rollovers between...
