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Articles of Interest

Unless otherwise indicated, these articles have been written by me and contain my opinions and thoughts. If written by others, they contain their opinions and thoughts. Before using the information in any article, you should consult with your legal/tax counsel to the extent you consider necessary.



  DateTitleDescription
Select~/Articles/ArticleShow.aspx?WA=276 6/11/2008
Views: 33
QDRO's and OTHER ASSET TRANSFERS INCIDENT TO DIVORCE ANALYSIS OF THE INTERACTION BETWEEN IRC §72(t)(2)(A)(iv) & IRC §72(t)(4)
Select~/Articles/ArticleShow.aspx?WA=260 8/27/2007
Views: 317
IRS Reply on PLR 2007-20023
Select~/Articles/ArticleShow.aspx?WA=58 5/7/2006
Views: 2202
Post January 1, 2003 Rulings Post January 1, 2003 Private Letter Rulings
Select~/Articles/ArticleShow.aspx?WA=57 10/11/2005
Views: 571
New IRS Attitude on "Executory" Errors New IRS Attitude on "Executory" Errors
Select~/Articles/ArticleShow.aspx?WA=56 8/15/2005
Views: 217
A Few Words About PLRs Private Letter Rulings (“PLRs”) have often been called the “making of law one taxpayer at a time”. As a result, we really shouldn’t be too surprised that a PLR submission reads just like a legal brief or pleading in a substantive trial.
Select~/Articles/ArticleShow.aspx?WA=55 1/27/2005
Views: 1954
PLR 200503036 or the case for Good Documentation The IRS recently released a new PLR that clearly outlines the importance of keeping good documentation and records.
Select~/Articles/ArticleShow.aspx?WA=44 6/22/2004
Views: 1107
Are Our Calculators Accurate We frequently get questions regarding the numbers generated by our 72(t) calculator. Most of the questions center on why our results don’t match the results they see in someone else’s calculator.
Select~/Articles/ArticleShow.aspx?WA=42 5/12/2004
Views: 389
IRS Ok's Recalculation after Rev.Rul. 2002-62 On May 11, 2004, the Tax Exempt & Governmental Entities division of the Internal Revenue Service issued a favorable private letter ruling[1] on substantially equal periodic payments pursuant to IRC §72(t)(2)(A)(iv). This is an early release of the ruling contents.
Select~/Articles/ArticleShow.aspx?WA=41 1/11/2004
Views: 1202
Changes to Account Balance One of the topics that frequently comes up centers on Revenue Ruling 2002-62.02(e), Changes to Account Balance. Bill Stecker, author of A Practical Guide To Substantially Equal Periodic Payments And Internal Revenue Code §72(t) has contributed a great article that clearly defines both the mea
Select~/Articles/ArticleShow.aspx?WA=40 4/4/2003
Views: 347
PLR 200313016, IRS Helps Taxpayors... Again! That's the good news. But there is more. While the PLR does clear up many doubts about beneficiary distribution options and also extends Revenue Ruling 2002-62 to nonqualified annuities.
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