Sentences with phrase «contributions in a separate account»

My question is: since I've kept my non-deductible contributions in a separate account and converted to the Roth IRA, am I subjected to the pro-rata rule for taxes due in 2010 even though I have no other IRA account other than the Rollover IRA?

Not exact matches

According to a separate survey conducted in November 2012 by TD Ameritrade, Baby Boomers who were financially prepared for retirement were significantly more likely to make regular, and oftentimes automatic, contributions to their retirement accounts compared to those who were financially unprepared for retirement.

Let us instruct the insurance companies to keep those funds in separate accounts: one containing employer contributions and the other containing employee contributions.

A separate bill, also approved today, would shore up the legal uses for housekeeping accounts, which are used by party conference committees and can raise unlimited funds with no contribution limits (then - Mayor Michael Bloomberg in 2012 gave Senate Republicans $ 1 million to their housekeeping account).

In one day in 2014, Glenwood funneled $ 450,000 in contributions to two accounts for the Senate Republican Campaign Committee through 18 separate LLCIn one day in 2014, Glenwood funneled $ 450,000 in contributions to two accounts for the Senate Republican Campaign Committee through 18 separate LLCin 2014, Glenwood funneled $ 450,000 in contributions to two accounts for the Senate Republican Campaign Committee through 18 separate LLCin contributions to two accounts for the Senate Republican Campaign Committee through 18 separate LLCs.

DiNapoli has $ 2.1 million in the bank, so any existing contributions exceeding this limit will need to be refunded to donors or placed in a separate account that can't be touched during this election cycle.

«Given the serious nature of the allegations made last week, the campaign contributions given by the defendants will be set aside in a separate account to be made available for any forfeiture recoveries pursued by law enforcement, rather than returning the funds to the defendants,» Democratic Party Executive Director Basil Smikle said.

«Given the serious nature of the allegations made last week, the campaign contributions given by the defendants will be set aside in a separate account to be made available for any forfeiture recoveries pursued by law enforcement upon case disposition, rather than returning the funds to the defendants,» said Basil Smikle, the executive director of the state Democratic Committee in an email statement.

«Given the serious nature of the allegations made last week, the campaign contributions given by the defendants will be set aside in a separate account to be made available for any forfeiture recoveries pursued by law enforcement upon case disposition, rather than returning the funds to the defendants,» Smikle said in the statement.

In particular, the complexity of carbon sink and source accounting requires separating the contributions from land use, land use change, and forestry from those of other areas.

Should you find a good Roth IRA rate and that the established Roth IRA fees inhibit you from conversion or contribution, owning separate Roth IRAs will aid in eradicating the complex procedure of recognizing the net income attributable to the amount inside the account that should be re-characterized.

With AVCs, OMERS members, if they choose, can make monthly or biweekly contributions, or transfer funds from a registered plan, to a separate OMERS account (separate from your actual pension) where the contributions are invested in the OMERS fund for a small fee.

So, you, as trustee, will be required to account for the contributions, and any rollovers, received for the member in a way that keeps them separate from the account balance of the TRIS.

Because of these staggered start times, the IRS suggested that contributions and conversions be maintained in separate Roth IRA accounts.

Instead of stipulating the benefits as in a defined benefit plan, a defined contribution plan establishes a separate account for each participant, and the employer generally agrees to put a specific amount into this account.

Stash at least $ 1,000 in a separate savings account for emergencies, max out your Roth IRA contribution for 2008 ($ 5,000), and max out an employer plan if you have one ($ 7,500).

If all of that throws you off your base game of saving and investing (e.g., if you defer investing your contributions for a year or two because you have to find a bigger block of time to plan out where everything goes, or if you ignore rebalancing because it's too hard with everything in separate accounts), then it's not worth the potential savings (this comes back to execution risk).

The monies collected from the initial litter registration forfeit, as well as late penalty fees, will be considered the Breeders» Contribution and will be held in a separate account by the Italian Greyhound Club of America.

The premiums, which are higher than for term life insurance, pay for the insurance and also represent a regular contribution to a separate account, which gradually rises in value as you continue paying premiums.

Marital property includes personal and real property acquired and owned by either spouse or both together; active appreciation of separate property due to one spouses contributions, such as improvements; and participant accounts in state and municipal deferred compensation plans, to the extent set forth in the applicable statute.