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An IRD deduction is a way of offsetting the impact of double taxation (federal estate and income tax) on certain inherited assets. Here's how to calculate this deduction.
Failing to complete a 60-day rollover on time can come with tax penalties along with a possible 10% early withdrawal penalty. Fortunately, the IRS has created an easy, low-cost way to fix late rollover errors that weren't the taxpayers' fault.
When an individual names more than one beneficiary for their IRA, certain plans can be set in place such as designating due dates, splitting the account in time, and maximizing the stretch.
If you think IRAs are just for adults working in their careers, this isn't the case. An IRA can even be started by a child. If you have children, consider downloading this sheet to read more about it.
Inheriting an IRA requires a number of steps on your part to ensure that you are maximizing your investment opportunities. Download this sheet to read on 5 easy steps to understanding non-spouse inherited IRAs.
Ranging from eligibility requirements, to how much can be contributed, and even investment opportunities associated, this sheet will be your easy guide to understanding HSAs.
Wondering how to use a tax refund to fund your IRA? This sheet will guide you in this endeavor with five easy steps to get you started.
Whether it involves IRA-to-IRA rollovers or 401(k) rollovers to IRAs, this sheet will help you avoid the top ten most common mistakes involving rollovers.
This sheet defines what a spousal beneficiary is, and how to avoid mistakes involving them with these 5 easy steps.
Click to view this document containing 60-day rollover mistakes and how to avoid them.
