Angela Bohmann

Angela Bohmann

Stinson Leonard Street

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Even A Tax Lawyer Can Get The IRA Rollover Rules Wrong – Part 2

I blogged recently about a tax court decision where a tax lawyer flubbed an IRA rollover, resulting in adverse tax consequences to him and his wife. An interesting aspect of the case – but one not mentioned in the decision –...more

4/1/2014 - IRA IRA Rollovers IRS

Even A Tax Lawyer Can Get The IRA Rollover Rules Wrong

Individuals are permitted to roll over amounts in one IRA to another IRA only once in a 12 month period. The rollover must be completed within 60 days. ...more

2/13/2014 - IRA IRA Rollovers IRS

Another Reason To Be Careful If ROBS Is Your Business Financing Strategy

I blogged earlier this year about a tax court decision in which taxpayers used assets in their IRA to finance a new business in a structure sometimes known as ROBS or Rollover for Business Startups. Unfortunately, because of...more

11/21/2013 - Income Taxes IRA ROBS Startups Tax Liability

IRAs And Bankruptcy – This Is A Technical One

This post deals with protecting IRAs in bankruptcy – and the IRA was ultimately protected – but the arguments made are ones that only an ERISA junkie might appreciate....more

7/15/2013 - Consumer Bankruptcy DOL ERISA IRA Tax Exemptions

Be Careful If ROBS Is Your Business Financing Strategy

Various promoters have suggested to entrepreneurs that they use the assets in their 401(k) plans or IRAs to finance a new business. These programs are sometimes known by the acronym ROBS, or Rollovers as Business Start-ups....more

5/16/2013 - 401k IRA IRS ROBS

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