Showing posts with label retirement. Show all posts
Showing posts with label retirement. Show all posts
Sunday, August 28, 2022

Repaying a COVID-Related Distribution

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Do you remember a tax break in 2020 that allowed you to take (up to) $100,000 from your IRA or your employer retirement plan? These were cal...
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, November 17, 2019

New Life Expectancy Tables For Your Retirement Account

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On November 7, 2019 the IRS issued Proposed Regulations revising life expectancy tables used to calculate minimum required distributions f...
Sunday, July 21, 2019

Depression And Disability

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I am reading a Tax Court case where the taxpayer represented himself. This is referred to as “pro se.” Technically, it does not mean that ...
Sunday, November 11, 2018

Can Creditors Reach The Retirement Account Of A Divorced Spouse?

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Let’s say that you divorce. Let say that retirement savings are unequal between you and your ex-spouse. As part of the settlement you rece...
Sunday, September 9, 2018

The Abbott Laboratories 401(k)

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Something caught my eye recently about student loans. A 401(k) is involved, so there is a tax angle. Abbott Laboratories is using thei...
Sunday, May 6, 2018

Tax Return That Surprised An Accountant

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Let’s do something a little different this time. I want you to see numbers the way a tax CPA does. Let’s say that you are semi-ret...