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Tag Archives: National Center for Professional Education

*AskTaxMama Newsletter, Investing

Transferring an IRA Triggered 10% Penalty

Posted on July 17, 2009November 24, 2009 by TaxMama

Courtesy of David & Mary Mellem, EAs We’re not talking about a normal transfer of an IRA here. We are talking about a taxpayer who transfers an IRA from which the taxpayer was taking substantial equal periodic payments. First an overview: A taxpayer is generally subject to income tax on distributions from an IRA account […]

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Posted in *AskTaxMama Newsletter, Investing  |  Tagged 920-496-1065, 920-496-9111, Atlanta, Business/Finance, Chicago, David, davidmellem@yahoo.com, davidmellemea@yahoo.com, financial advisor, Florida, Income tax in the United States, Individual Retirement Accounts, Internal Revenue Service, IRA, Letter Ruling, Mary Mellem, marymellem@yahoo.com, marymellemea@yahoo.com, Myers, National Center for Professional Education, Payment, Penalty, Phoenix, Pittsburgh, Roth IRA, Schererville, Seattle, Taxation in the United States, Traditional IRA, transfer, Wisconsin Leave a comment
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