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New IRA rulesBy Matt Sorensen

The IRS recently released updated the extension rules for 990-T tax returns that are required for certain self-directed IRAs. Learn more about the steps needed to claim the extension.

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Posted By Jeff Nippes

Early Distribution Retirement PlansHow do tax preparers best handle early retirement distribiutions? Learn more about General Penalty Waivers, Qualified Plan Waivers, IRA Waivers, and ROTH IRA's.

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Posted By Nick Captuo

Early Distribution Retirement PlansEarly distributions from retirement plans have become a more frequent occurrence as clients struggle with protracted unemployment and underemployment. How can tax professionals make things less painful for clients going through hardships?

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Posted By Nick Captuo

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