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Revised One-Rollover-Per-Year Limit Applies in 2015

By |2017-05-09T22:13:21-04:00December 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Background The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if you've already completed a tax-free rollover within the previous one-year [...]

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IRS and Treasury Department Provide Guidance on Same-Sex Marriage

By |2013-09-05T17:14:57-04:00September 5th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax [...]

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