Tag Archives: Tax & Estate Planning

PPA 2006 Now Allows Direct Rollover from Non-Roth Qualified Plans to Roth

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Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into...

Morningstar’s List of Top Estate Planning Mistakes

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Morningstar has posted their top 10 list of estate planning mistakes at http://news.morningstar.com/articlenet/article.aspx?id=197757… Of those, two really...

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FLPs: Bad Facts Yield Bad Results!

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A brand new Tax Court Memo ruling gives us yet another glimpse into how the IRS defeats...

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