- State taxes let the air out of Roth IRAs. Napach, Bernice // Medical Economics;06/15/98, Vol. 75 Issue 11, p24
Focuses on how the Roth Individual Retirement Account (IRA) could be reduced by state taxes. Why the Roth IRA was considered a good investment; Identification of states that are expected to tax Roth IRA distributions; Details on information from the National Conference of State Legislatures;...
- Senate finance panel OKs modified pension bill. // Inside Tucson Business;09/11/2000, Vol. 10 Issue 25, p25
Reports that the United States Senate Finance Committee voted for the approval of legislation that will increase the amount individuals can deposit into tax-free retirement accounts based on a 2000-issue of the 'Bloomberg' periodical. Possible effect of the legislation on a finance company's...
- The Taxpayer Relief Act of 1997: Reinventing the IRA. Crain, John L.; Simpson, William R.; Mauldin, D. Shawn // National Public Accountant;Mar/Apr98, Vol. 43 Issue 2, p20
Focuses on the impact of the Taxpayer Relief Act of 1997 on the individual retirement accounts (IRA) in the United States. Changes affecting the traditional IRAs; Availability of the Education IRA; Additional types of IRA; Difference of the traditional IRA from the Roth IRA.
- Divorce and the qualified retirement plan. Allen, Noelle; Foss, Mary Kay // Outlook;Winter96, Vol. 63 Issue 4, p51
Presents information on why American taxpayers divorcees need to take special care in handling qualified plan money. How plan money can benefit the employee through the Internal Revenue Service; Information on divorce cases Rodoni verses Commr. 105 T.C. and Harris verses Commr. TC memo;...
- Something new under the sun. Langdon, Thomas P. // Best's Review / Life-Health Insurance Edition;Feb98, Vol. 98 Issue 10, p77
Comments about the creation of a new individual retirement account by the Taxpayer Relief Act of 1997 in the United States. Amount of maximum contributions; Accumulation of tax-free income; Requirements for participation.
- Explaining the new IRAs. Skillman, Richard // LAN: Life Association News;Sep97, Vol. 92 Issue 9, p172
Explains the individual retirement account provisions of the Taxpayer Relief Act of 1997. Income limits; Taxation of rollovers; Treatment of withdrawals; Contribution limit; Other variables.
- The new Roth IRA: Is it for you? Brelia, Amy E. // Westchester County Business Journal;02/02/98, Vol. 37 Issue 5, p28
Provides an overview of provisions in the Taxpayer Relief Act of 1997 which liberalized individual retirement accounts (IRAs) and created the Roth IRA. Eligibility; Rules for covered employees; Distinction from the traditional IRA; Rollovers from existing traditional IRAs to Roth IRAs;...
- Senate could debate school construction plan this week. Resnick, Amy B. // Bond Buyer;03/11/98, Vol. 323 Issue 30348, p6
Reports on the start of the debate between senators in the United States over Senator Paul Coverdell's bill that will expand the use of individual retirement accounts for education. Background on the 1986 Tax Reform Act; Plan of US Democrats who opposed the bill to try to substitute a school...
- Congressional action opens new IRA options. // Grand Rapids Business Journal;03/23/98, Vol. 16 Issue 12, pB-2
Discusses individual retirement account- (IRA) related provisions of the Taxpayer Relief Act of 1997, signed into law by President Bill Clinton on August 5. Roth IRAs; Existing rollovers; Traditional expansion; Penalty-free withdrawals; Education IRAs.