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Some Latest IRA and Pension News

  • IRS Announcement 2014-15 Application of One-Per-Year Limit on IRA Rollovers
  • Warning: U.S. Tax Court Rejects IRS Policy on the One Rollover Per 12-Month Rule
  • No Tax Legislation Yet to Extend QCDs for 2014
  • Reporting Roth IRA Distributions on the 2013 Form 1099-R
  • Be Aware - Rolling Over an Old Keogh Plan Into an IRA May Lead to Serious Tax Problems
  • RMDs for a Son Beneficiary of Dad's 401(k), Traditional IRA and Roth IRA
  • Using 401(k) Rollover Funds to Start a Business - Not a Good Idea if the Individual Becomes a Compensated Employee
  • Illustrating the Two Roth IRA 5-Year Rules
  • Faulty IRA Information Roth IRA Article From Certain Investment Firm and the Two Roth IRA 5-Year Rule(s)
  • Getting Rid of Basis Within a Traditional IRA so a Person can Convert Only the Non-Taxable Funds
  • Rollover IRA Funds to 401(k) Plan to Lessen Uncoming RMDs from IRA
  • IRA Contribution Limits for 2014 - Unchanged at $5,500 and $6,500
  • Saver's Credit Limits for 2013 and 2014
  • SEP and SIMPLE Limits
  • Roth IRA Contribution Charts for 2013 and 2014
  • IRA Contribution Deductibility Charts 2013 and 2014


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About CWF

As one of the country's leading IRA and Pension Consulting and Service firms, we offer the financial services industry a complete package of IRA and Pension Forms and Support. CWF provides expertly drafted Forms and Documents, as well as other cornerstones of IRA compliance such as Consulting, Training, Periodical Publications, Workplace Reference Manuals (printed and electronic), Innovative Pension Software, IRA and HSA Auditing Services, and much more.

CWF Forms are written to comply with IRS rules and guidance as provided by other regulators. We promote the interest of the financial institution while at the same time providing a clear explanation of IRAs or HSAs to the individual.

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  Last Updated April 2, 2014

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