Tag: Distributions Tax


Articles from the Trendspotting section of the magazine

GAO Weighs Potential IRA Limits

Reaching $25 million in an individual retirement account (IRA) might sound like a pipedream, but some Americans have managed to do just that.

Industry Divides Over Obama Proposals

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

IRA as Startup? IRS Says No

A federal court ruled a business owner violated prohibited transactions rules in creating a limited liability company (LLC) with assets from his individual retirement account (IRA).

IMHO: Double Dipping?

Last week, Fidelity published some data from their quarterly analysis of participant activity.