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Latest IRA and Pension News

  • Seeking IRA Contributions by April 15, 2015
  • Establishing a SEP for 2014
  • SEPs - The Last Minute Retirement Plan and Tax Deduction
  • President Obama Signs the Tax Increase Prevention Act of 2014
  • A Traditional IRA Beneficiary is Ineligible to Convert an Inherited/Beneficiary IRA to a Roth IRA
  • QCDs Extended for 2014
  • IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015
  • IRS Expands the Rules on Rolling Over After-Tax QP Funds to a Roth IRA and Other Plans
  • No Bankruptcy Exemption For Funds Within an Inherited Individual Retirement Account
  • Charging a Fee For a Direct Rollover of IRA Funds to a 401(k) Plan
  • IRS Grants Temporary Relief to Sponsors of One-Person Plans Who Failed to File One or More 5500-EZ forms, including for a Terminated Plan
  • Helping a Father Who Has Inherited His Daughter's 401(k)
  • IRS Issues 2015 HSA Indexed Amounts
  • IRS Postpones New Rollover Rule to January 1, 2015
  • What Records Must the Roth IRA Accountholder and/or Beneficiaries Keep?
  • U.S. Goverment Enters the Roth IRA Business with myRA!
  • It was Mandatory to Furnish FMV IRA Statements by January 31, 2014
  • A special law allows larger Contributions for 1-person 401(k) Plans - $56,500 vs $51,000
  • IRS Announcement 2014-15 Application of One-Per-Year Limit on IRA Rollovers.

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Last Updated May 27, 2015
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