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IRAs, 401(K), 403(b), 412, 419 Tax Law Analysis

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An update from time to time on various tax issues pertaining to certain types of retirement plans - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.

An update from time to time on various tax issues pertaining to certain types of retirement plans - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.
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Location:

United States

Description:

An update from time to time on various tax issues pertaining to certain types of retirement plans - by Ed Zollars and others - edited by Steve Leimberg and designed for tax professionals.

Language:

English


Episodes

Bob Keebler on Roth IRA Basics

9/4/2018
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In this 19-minute podcast, Bob Keebler covers the basics of Roth IRAs, including general concepts; taxation of conversions and distributions; mathematics of conversions; and estate tax considerations. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:18:58

Keebler on Roth IRA Conversions After the Tax Cuts and Jobs Act

8/24/2018
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In this 20-minute podcast, Bob Keebler discusses strategies for Roth IRA conversions after tax reform. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:20:18

Keebler on Income Tax Planning for IRAs and Qualified Plans

3/31/2018
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In this 25-minute podcast, Bob Keebler discusses planning to maximize the income tax benefits of retirement plans and IRAs under the Tax Cuts and Jobs Act. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:25:02

Keebler on Drawdown and Portfolio Strategies After Tax Reform

3/31/2018
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In this 24-minute podcast, Bob Keebler explains strategies for drawing down investments for retirement after the Tax Cuts and Jobs Act. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:00:24:05

An unallocated arbitration award, as well as the limits of Cohan

9/23/2005
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This Podcast deals with arbitration awards and IRA accounts. What happens when a taxpayer is awarded an amount in arbitration regarding the management of an IRA account, but the award is paid to the taxpayer? Can these funds be put back into the IRA? We consider three IRS private letter rulings on the subject to show both what has worked and what has not, at least in the IRS's view. We also look at the case of a taxpayer who tries to invoke the Cohan case, only to have the Tax Court...

Duration:00:25:24

The $100,000 problem--Reportable and Listed Transactions

7/26/2005
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This Podcast deals with reportable transactions and the penalty for failure to disclose. Download materials that consist of the Powerpoint for this presentation. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Duration:01:27:25