IRAs / Kathryn J. Kennedy.
2008
INTERNET
Formats
| Format | |
|---|---|
| BibTeX | |
| MARCXML | |
| TextMARC | |
| MARC | |
| DublinCore | |
| EndNote | |
| NLM | |
| RefWorks | |
| RIS |
Items
Details
Title
IRAs / Kathryn J. Kennedy.
Added Corporate Author
Imprint
Arlington, VA : Tax Management, [2008]-
Frequency
Updated irregularly
Series
Tax management portfolios ; 367-3rd.
Tax management compensation planning portfolios ; portfolio 367-3rd.
Tax management compensation planning portfolios ; portfolio 367-3rd.
Formatted Contents Note
Detailed analysis. I. Types of IRAs
II. Required provisions
III. Federal Income tax aspects of IRAs
IV. Roth IRAs
V. Prohibited transactions
VI. Investment restrictions on IRAs
VII. Obtaining IRS approval of IRAs
VIII. Withholding, reporting and disclosure rules for IRAs
IX. Other tax aspects of IRAs
X. Non-tax rules for IRAs
Table of worksheets.
II. Required provisions
III. Federal Income tax aspects of IRAs
IV. Roth IRAs
V. Prohibited transactions
VI. Investment restrictions on IRAs
VII. Obtaining IRS approval of IRAs
VIII. Withholding, reporting and disclosure rules for IRAs
IX. Other tax aspects of IRAs
X. Non-tax rules for IRAs
Table of worksheets.
Summary
" ... a comprehensive examination of the tax and non-tax rules governing traditional and Roth IRAs. This portfolio features practical advice, including the use of the tax-favored status of IRAs in retirement planning, along with a detailed discussion of the required provisions. It focuses on the federal income taxation of individual retirement annuities and traditional individual retirement accounts subject to the rules of [section] 408, and Roth IRAs subject to the rules of [section] 408A. Both individual retirement accounts and individual retirement annuities are referred to herein as IRAs. The analysis covers the rules governing IRA contributions, fees, distributions, rollovers, and prohibited transactions between IRAs and disqualified persons. Also discussed in detail are investment restrictions, and the withholding, reporting, and disclosure rules. Finally, this portfolio explains state taxation, as well as ERISA, bankruptcy, and other federal law considerations."
Bibliography, etc. Note
Includes bibliographical references.
System Details Note
Mode of access: World Wide Web.
Source of Description
Description based on contents viewed on February 23, 2023; title from description page.
Location
www
Available in Other Form
Print version: Kennedy, Kathryn J., 1952- IRAs. Arlington, VA : Tax Management, ©2013-
Linked Resources
Alternate Title
BNA Premier package.
Call Number
INTERNET
Language
English
Copyright Information
Bloomberg Industry Group, Inc. 2022-
Record Appears in