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Showing content with the highest reputation on 02/05/2016 in all forums

  1. Find a partner with TPA experience.
    2 points
  2. jpod

    RMD error

    I am not going to look it up and study it myself, but there is a rule whereby the 60-day rollover period can be waived in certain circumstances. If anyone who reads this Board knows those rules hopefully they will either confirm that it's worth looking into or explain why it can't be used in this situation. Short of that you can find it somewhere in IRC Section 402. With all that said I think you need IRS blessing for this via a private ruling and depending upon the user fee and other costs associated with that it may not be worthwhile just to defer the tax on $10,000.
    1 point
  3. Tom Poje

    proposed regs

    sort of: we gave you folks a chance to do something a little extra you have carried it to such an extreme that it is an abuse so time to reign it in somewhat.
    1 point
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