How can I avoid penalties for late withdrawal of an inherited IRA?
Dear Liz: I inherited my father’s IRA through a trust in 2010. Unbeknownst to me at the time,…
Tribunal orders return of ‘Moggy’ after police called in over ‘cat conversion’ case
Tribunal referee Lucy Trevelyan reached her decision after applying the legal test of conversion, which happened when someone…
Overseas buyer snaps up another Hawke’s Bay farm for forestry conversion
Craigmore Sustainables acts on behalf of Kauri Forestry in New Zealand, managing and governing its assets and purchases.…
The 401(k) to Roth Bracket Filling Strategy That Saves a $300,000 Earner Couple $145,000 in Taxes Over 8 Years
Quick Read $400,000 Roth conversion over 8 years at 12% saves $145,000 vs. forced 24% RMDs plus IRMAA…
The $3.2 Million 401(k) Tax Bomb That Early Retirees Can Dodge With Strategic Conversions
Quick Read Converting $2.8M over 14 years at 17% blended rate cuts RMDs from $225K+ to under standard…
A 60-Year-Old With $1.7 Million in a 401(k) Has Three Years to Execute the Most Consequential Tax Move of Retirement
Quick Read $310,000 Roth conversion at 17% effective rate before age 63 beats 24% RMD tax plus IRMAA…
Putaruru trucker’s restored Foden wins top prize at Morrinsville Motorama
“It came with a Cummins engine, but they were trouble when they reached 700,000km,” Alf said. “In 2000,…