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In a recent case, the Tax Court ruled that code Sec. 408(d) (3) (B), which deals with limitations on rollover contributions to an individual retirement account (IRA), applies to all of a taxpayer's IRAs not to each individual IRA. The IRS has announced that it will follow the Tax Court holding that all of a taxpayer's IRAs must be grouped together for purposes of the one-rollover per year limitation. However, the one-year wait period applies separately to all traditional IRAs and all Roth IRAs.
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For many, the thought of retirement is a long way off. For some, it may be just around the corner. No matter where you are in relationship to retirement, preparing for your retirement takes good planning and effort.
When Congress passed the Sarbanes-Oxley Act in 2002, it mandated publicly-traded businesses pay more attention to their internal controls. Many business owners and executives believed this was not only unnecessary, it was a complete waste of time and money.
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