http://www.pension-specialists.com/blog/blog.html 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. We promote the interest of the financial institution while at the same time providing a clear explanation of IRAs or HSAs to the individual. en-US Copyright 2022 Tue, 22 Mar 2022 15:01:07 -0500 Tue, 22 Mar 2022 15:01:07 -0500 http://thingamablog.sf.net http://blogs.law.harvard.edu/tech/rss <p><b>Email Consulting Guidance – Excess Deferrals to SIMPLE-IRAs. Who is Primarily Responsible to Correct?</b></p> <p> Posted by James M....</p> http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#127 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#127 Email Guidance Tue, 22 Mar 2022 14:57:28 -0500 <p><b>Email Consulting Guidance – Form 5498 Reporting for an Inherited IRA, Special Titling is Required</b></p> <p> Posted by...</p> http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#126 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#126 Email Guidance Tue, 22 Mar 2022 14:55:33 -0500 <p><b>Email Consulting Guidance – Inherited IRAs</b></p> <p>Posted by James M. Carlson<br /> January 2022</p> <p> <b><font size="5">Q-1.</font></b> We have...</p> http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#125 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#125 Email Guidance Tue, 22 Mar 2022 14:53:37 -0500 <p><b>Email Consulting Guidance – Can’t Show a Distribution Made in 2022 as a 2021 Distribution</b></p> <p> Posted by James...</p> http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#124 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#124 Email Guidance Tue, 22 Mar 2022 14:50:55 -0500 <p><b>Email Consulting Guidance – Inherited IRAs</b></p> <p>Posted by James M. Carlson<br /> January 2022</p> <p> <b><font size="5">Q-1.</font></b> Grandmother passed...</p> http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#123 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#123 Email Guidance Tue, 22 Mar 2022 14:06:54 -0500 <p><b><font size="4">Email Consulting Guidance – CRP Contract as an IRA Investment</font></b></p> <p>Posted by James M. Carlson<br /> December 2021</p> ... http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#122 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#122 Email Guidance Tue, 22 Mar 2022 14:01:02 -0500 <p><b>Email Consulting Guidance – Roth Conversion</b></p> <p>Posted by James M. Carlson<br /> October 2021</p> <p> <b><font size="5">Q-1.</font></b> I have...</p> http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#121 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#121 Email Guidance Tue, 22 Mar 2022 13:57:39 -0500 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#120 http://www.pension-specialists.com/blog/archives/03-01-2022_03-31-2022.html#120 Health Savings Accounts Tue, 22 Mar 2022 13:48:59 -0500 http://www.pension-specialists.com/blog/archives/06-01-2021_06-30-2021.html#119 http://www.pension-specialists.com/blog/archives/06-01-2021_06-30-2021.html#119 Traditional IRAs Mon, 14 Jun 2021 13:09:44 -0500 <p align="center"><font face="serif">October 2020</font></p> <p align="center"> <font face="serif"><b>IRS Guidance on Tax Treatment of Expenses Related to a Qualified...</b></font></p> http://www.pension-specialists.com/blog/archives/06-01-2021_06-30-2021.html#118 http://www.pension-specialists.com/blog/archives/06-01-2021_06-30-2021.html#118 Traditional IRAs Mon, 14 Jun 2021 12:49:42 -0500