Calculating After-Tax Asset Allocation Is Key to Determining Risk, Returns, and Asset Location
- Tax Strategies Scan: Inherited IRAs. // Accountingtoday.com;8/16/2015, p1
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
- The care and feeding of your 401(k) account. Lizzio, Joseph P. // USA Today Magazine;Jul98, Vol. 127 Issue 2638, p59
Deals with the transformation of retirement planning and pension plans in the United States (US). Information on 401(k) plans; Reason the government is giving a tax break on 401(k) plans; Suggestions from the US Department of Labor on how employees can keep track of the activity of retirement...
- THE SELF-EMPLOYED 401(K) PLAN. Geller, Sheldon M.; Smilowitz, Mitchell J. // CPA Journal;Mar2002, Vol. 72 Issue 3, p60
Discusses the provisions of the 2001 Economic Growth and Tax Relief Reconciliation Act concerning 401(k) retirement accounts. Deductible contributions; Allowed catch-up contributions; Favorable allocations.
- Corrections:. // Consumer Reports Money Adviser;Apr2007, Vol. 4 Issue 4, p16
The article presents corrections to two articles published in the February 2007 issue including one about the steps for receiving favorable capital-gains treatment for company stock held in a 401(k) plan and another on the funding of individual retirement accounts in the U.S.
- Valuation of assets in taxable accounts and annuities. Reichenstein, William // Financial Services Review;Fall2008, Vol. 17 Issue 3, p203
Horan and Robinson (2008) and 1 agree on several issues including how to calculate the after-tax value of assets held in tax-deferred accounts like a 401(k) and tax-exempt accounts like a Roth IRA. We agree that an asset's after-tax value is its after-tax future value when discounted back to the...
- The $1 million dash: How will you finish? ANDREW, DOUG // Enterprise/Salt Lake City;3/17/2014, Vol. 43 Issue 28, p17
The author discusses retirement planning in the U.S. The four phases of retirement planning mentioned are contribution, accumulation, distribution and transfer. The author criticizes deferred annuities, which are heavily taxed. He also discusses taxation issues related to 401(k)s and individual...
- What to do with 401(k) distributions. Wolosky, Howard W. // Practical Accountant;Feb2000, Vol. 33 Issue 2, p35
Offers advise on who to reduce the tax costs associated with 401(k) distributions. Potential combination of estate and income tax liabilities and tax penalties; Options available to a departing employee; Direct rollover to an individual retirement account; Minimum distribution requirements.
- "Final" Examination. // Plan Sponsor;Dec2011, p13
The article reports on the release of the U.S. Department of Labor's final guidelines for the implementation of the class exemption for investment advice to 401(k) participants and beneficiaries, including other individual account plans, and individual retirement account (IRA) beneficiaries. The...
- Can you squeeze more from a Roth 401(k)? // Tax Strategist;Dec2010, Vol. 5 Issue 12, p1
The article offers information on the benefits offered by Roth 401(k) retirement plan under the Small Business Jobs Act of 2010 in the U.S. It notes that creating a new option to eligible 410(k) plan participants enables them to roll over a regular 401(k) account balance into a Roth 401(k)...