Tricks and Traps of IRAs

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Tricks and Traps of IRAs

With this 118-page tax guide, you will:

  • Choose the conditions under which a Roth IRA is a preferable choice over a traditional IRA
  • See how marital status affects AGI phaseout ranges for a traditional deductible IRA or Roth IRA
  • Understand the disadvantages of using IRA funds for purchasing property
  • Identify what types of income are excludable from unrelated business taxable income
  • Learn how substantially equal periodic payments affect rollover treatment
  • Determine if a distribution to an employee from a qualified plan is exempt from early withdrawal penalties
  • Choose from which plans taxpayers may make rollover contributions to a Roth IRA
  • Know the reporting requirements for IRA recharacterizations
  • Compute taxable and nontaxable portions of traditional IRA distributions when there have been nondeductible contributions
  • Choose the order in which distributions are made under IRC §408A
  • Identify modifications for substantially equal periodic payments that will trigger an early withdrawal penalty
  • Determine the tax treatment of a traditional IRA with no basis
  • And much more!

Click here to get customizable CPE with this special report!

Want to order by phone? Call us at: (714) 776-7850

View Table of Contents (PDF)


Spidell’s Tax Guides are part of Spidell’s Online Research Package


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