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IRA Common Rules

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Manage episode 200809307 series 2131124
Content provided by BawldGuy, Jeff Brown and Jeff Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BawldGuy, Jeff Brown and Jeff Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

BawldGuy audio with Jeff Brown and our guest Chris LaSpada.

http://bawldguy.com/wp-content/uploads/2017/12/0058_BawldGuyAudio_JeffBrown_ChrisLaSpada_IRACommonRules.mp3

Topics:

1) Any exceptions to the 60 day rule for IRA rollovers? There is a new revenue procedure allowing for relief for late rollovers.

2) Are there any limits to how many times during a year a 60 day IRA rollover is permitted? Once a year (365 days not calendar year)

3) Please provide an example of poor IRA planning. Unwanted taxes on death triggered by poor planning.

4) Any other use of an IRA that the audience should be wary of? Personal loan guarantee disqualified IRA.

The post IRA Common Rules appeared first on BawldGuy Investing.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 200809307 series 2131124
Content provided by BawldGuy, Jeff Brown and Jeff Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BawldGuy, Jeff Brown and Jeff Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

BawldGuy audio with Jeff Brown and our guest Chris LaSpada.

http://bawldguy.com/wp-content/uploads/2017/12/0058_BawldGuyAudio_JeffBrown_ChrisLaSpada_IRACommonRules.mp3

Topics:

1) Any exceptions to the 60 day rule for IRA rollovers? There is a new revenue procedure allowing for relief for late rollovers.

2) Are there any limits to how many times during a year a 60 day IRA rollover is permitted? Once a year (365 days not calendar year)

3) Please provide an example of poor IRA planning. Unwanted taxes on death triggered by poor planning.

4) Any other use of an IRA that the audience should be wary of? Personal loan guarantee disqualified IRA.

The post IRA Common Rules appeared first on BawldGuy Investing.

  continue reading

50 episodes

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