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


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



Keep Learning

IRA Bankruptcy Limit Increase

Under The Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, assets held in IRAs are exempted from bankruptcy up to $1 Million. This limit

Be among the first to know when

IRA Rules