Retirement Plan Rollover Q&A
Here’s a sample of questions my clients commonly have about retirement plan rollovers.
Does a Roth IRA Count as an Asset in Insolvency Calculation for Cancelled Debt?
Does a Roth IRA Count as an Asset in Insolvency Calculation for Cancelled Debt? Short answer is: yes.
Glossary: Non-Deductible IRA Contributions
A non-deductible IRA contribution refers to money put into a traditional IRA, for which the taxpayer does NOT get a tax deduction.
Glossary of Tax Terms: Roth IRA
This blog post defines what Roth IRA means