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Accountant Panel

Accountant Panel

Welcome back, [currentuser_firstname]. Here, you may access all available resources.

Welcome back, [currentuser_firstname]. Here, you may access all available resources.

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Last Updated: March 9, 2017 9:18 AM PST

Last Updated: March 9, 2017 9:18 AM PST

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 [ps2id url=’#consumer’]Consumer Inserts (27)[/ps2id] |  [ps2id url=’#discovery’]Discovery Checklists (13)[/ps2id] | [ps2id url=’#reports’]Special Reports (3)[/ps2id] |  [ps2id url=’#newsletters’]Timeless Newsletters (8)[/ps2id]

 

Consumer Inserts

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Discovery Checklists

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Special Reports

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Timeless Newsletters

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More Updates

IMPORTANT TRUST DEADLINE APPROACHING

For trusts that inherited an IRA in 2019, an important deadline is approaching. The due date to provide required trust documentation to the IRA custodian to ensure that the longest payout period possible is available for the inherited IRA is October 31, 2020. Generally, only individuals who are named on an IRA beneficiary form can

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admin October 27, 2020

CRDS AND ROTH CONVERSIONS – ABUSE OF THE RULES?

The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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admin May 20, 2020

Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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admin April 22, 2020
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