Select from Prepared Summaries

Select from Prepared Summaries

Please select from the summaries listed below.

Traditional

1. Individual Retirement Accounts (IRAs)

2. Nondeductible IRA Contributions

3. Calculating your IRA Deduction

4. The Spousal IRA Contribution

5. The Special 50+ Contribution Rules

6. IRA Contribution Credit

7. FDIC Insurance Coverage for IRAs

Roth

8. The Roth IRA

9. How and Why to Convert IRA Funds to Roth IRA Funds

10. Calculating Roth IRA Contributions

11. The Spousal IRA Contribution

12. The Special 50+ Contribution Rules

13. IRA Contribution Credit

14. The Inherited Roth IRA

Required Minimum Distributions & Inherited IRAs

15. Explanation of the Required Distribution Rules

16. Inherited IRAs

17. A Surviving Spouse's Options With Respect to Spouse's IRA

18. Roll Over Inherited QP Funds to an Inherited IRA

Health Savings Accounts (HSAs)

19. The Basics of HSAs

20. Business Health Savings Accounts

21. FDIC Insurance Coverage for HSAs

22. Benefit by Moving IRA Funds Tax Free to an HSA

Rollovers & Transfers

23. IRA-to-IRA Rollovers & Transfers

24. Qualified Plans - Rollovers and Direct Rollovers

Simplified Employee Pension Plans (SEPs)

25. Simplified Employee Pension Plan (SEP)

Savings Incentive match Plans for Employees (SIMPLEs)

26. Savings Incentive Match Plans for Employees (SIMPLEs)

Additional Topics

27. Excess Contributions

28. Recharacterized Contributions

29. Prohibited Transactions

30. IRA-to-IRA Rollovers & Transfers

31. Qualified Plans - Rollovers and Direct Rollovers

32. Substantially Equal Periodic Payments (SEPPs)

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eConsulting Categories

Traditional IRAs
Roth IRAs
SEP IRAs
Coverdell Education Savings Accounts
Health Savings Accounts
Qualified Pension Plans
401(k) Plans
Profit Sharing Plans
Money Purchase Plans

Meet the Consultant

Attorney James Carlson assists individuals who have a question(s) with respect to the above categories, in addition to other tax preferred accounts.

Jim has worked with IRAs and Other Tax Preferred plans since 1977, and is familiar with the rapidly changing tax laws.

Jim is also the author of the Monthly publication "The Pension Digest".