Tax Court Rejects Aggressive IRA Strategy – Marcia Wagner, 401(k) Advisor, March/April 2022
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Massachusetts, Pennsylvania and New Jersey Taxpayers Beware
Massachusetts, Pennsylvania and New Jersey Taxpayers Beware: Don’t Let a Mismatch between Your State’s Tax Laws and the Federal Rules for Deducting Contributions Result in Overpaying Your State Tax on Retirement Distributions. Recordkeeping and Professional Advice...
Caution Clients Against IRA Asset Class Mistakes
Caution Clients Against IRA Asset Class Mistakes – Barry Salkin, PLANADVISER, February, 1, 2022 (PDF)
Tax Court Rejects Aggressive IRA Strategy
By, Barry Salkin In recent years, the IRS has paid increased attention to what it regards as impermissible uses or operation of individual retirement accounts (“IRAs”). The recent Tax Court case of McNulty v. Commissioner, 157 T.C. No. 10 (November 18, 2021), is an...