Tag Archives: IRA

TMTW #207 – Rules on Gifts to Charities

Tax and Money Tip of the Week: Rules on Gifts to Charities October 29, 2014 | No. 207 An article from the Wall Street Journal. The Latest on Rules for Gifts to Charities Questions or Comments? You can add comments on … Continue reading

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TMTW #206 – Supersized IRAs

Tax and Money Tip of the Week: Supersized IRAs October 22, 2014 | No. 206 An article from the Wall Street Journal. Scrutinizing ‘Supersize’ IRAs Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We … Continue reading

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TMTW #202 – Tighter Rules for IRA Rollovers

Tax and Money Tip of the Week: Tighter Rules for IRA Rollovers September 24, 2014 | No. 202 Article  from Investors Business Daily: IRA Rollovers: Tighter New Rules Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #201 – Timing of IRA Withdrawals

Tax and Money Tip of the Week: Timing of IRA Withdrawals September 17, 2014 | No. 201 Article  from Dow Jones News Services: Timing Matters for IRA Withdrawals Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #191 – Only One IRA Rollover Per Year

Tax and Money Tip of the Week: One IRA Rollover Per Year July 9th, 2014 | No. 191 From InvestmentNews: IRS: Only one IRA rollover per year Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

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TMTW #158 – Making the Most of Your IRA

Tax and Money Tip of the Week: Making the Most of Your IRA October 16, 2013 | No. 158 Here is an article from Investor’s Business Daily – Making the Most of Your IRA Questions or Comments? You can add comments … Continue reading

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TMTW #153 – Be Aware of the RMD Rules

Tax and Money Tip of the Week: Be Aware of the RMD Rules September 11, 2013 | No. 153 An article from the Investor’s Business Daily contains some important information related to Required Minimum Distributions for Traditional IRAs and Roth … Continue reading

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TMTW 149 – Saving Taxes on IRA Inherited from Your Spouse

Tax and Money Tip of the Week: Saving Taxes on IRA Inherited from Your Spouse | August 14, 2013 | No. 149 How is my spouse’s IRA taxed when he dies and I am the sole beneficiary of his IRA? How … Continue reading

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TMTW #144 – Making Charitable Contributions Directly from Your IRA

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading

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TMTW #132 – Deadline for Making IRA Contributions for 2012

Tax and Money Tip of the Week: Deadline for Making IRA Contributions for 2012 | March 13, 2013 | No. 132 Taxpayers have until their tax return due date (not including extensions) to contribute up to $5,000 to an IRA … Continue reading

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