Save time with our cheat sheets, fact sheets, checklists & books!

October 10, 2009

IRS Explains tax treatment of Rollover of NUA amount to Roth IRA

Print

The IRS Issued Notice The IRS Issued Notice 2009-75, in which they provide guidance on the federal income consequences of rollovers from employer plans to Roth IRAs, primarily net unrealized appreciation (NUA) of employer stocks and income-averaging eligible amounts. Read about it here

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

More

Keep Learning

IRS Increases User Fee for Form 5310

The IRS issued Revenue Procedure 2020-14, in which they announced an increase in the user fee for Form 5310, Application for Determination for Terminating Plan, from

Be among the first to know when

IRA Rules
Change