Cincinnati Tax Guy

Steve Hamilton is a Tampa native and a graduate of the University of South Florida and the University of Missouri. He now lives in northern Kentucky. A career CPA, Steve has extensive experience involving all aspects of tax practice, including sophisticated income tax planning and handling of tax controversy matters for closely-held businesses and high-income individuals.

Showing posts with label Roth. Show all posts
Showing posts with label Roth. Show all posts
Sunday, July 19, 2020

No Required Minimum Distributions For 2020

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There is a tax deadline coming up. It may matter to those who are taking required minimum distributions (MRDs) from your IRAs and certain ...
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Sunday, December 22, 2019

Year-End Retirement Tax Changes

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On Friday December 20, 2019 the President signed two spending bills, averting a government shutdown at midnight. The reason we are tal...
Sunday, April 29, 2018

Taxing A Nondeductible IRA

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Let’s say that you are married. Together you and your spouse earn $200,000. BTW, congratulations. You have done well. Not Thurston How...
Sunday, January 28, 2018

Roth IRA Recharacterizations Are Going Away

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You may have heard that there has been a tax change in the land of Roth IRAs. It is true, and the change concerns recharacterizations. ...
Saturday, December 30, 2017

The Backdoor Roth

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It has come up often enough that I decided to talk about it. The backdoor Roth. What sets up this tax tidbit? Being able to c...
Monday, March 7, 2016

Getting ROBbed

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I was skimming a Tax Court decision that leads with: “… respondent issued a notice of deficiency … of $249,263.62, additions to tax...
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