My Dad wants to roll his IRA over to an RIRA and use the money to buy my brother a townhouse. Is this a bad idea? [more inside]
posted by JPowers on Feb 16, 2009 - 5 answers

Does anyone have a clear understanding of changes to 403b investment rules that become effective today? [more inside]
posted by Xurando on Jan 1, 2009 - 2 answers

I cheated on my taxes twice. I got caught once. Will I get caught again? [more inside]
posted by anonymous on Sep 5, 2008 - 12 answers

Foreign Money Tax Filter: This is likely a silly question, but please humor me. Money sat in an interest-friendly account overseas for 20 years, was finally all withdrawn this year.... [more inside]
posted by paperlanterns on Apr 13, 2008 - 5 answers

How do I approach the IRS? They got me - dead to rights - I screwed up a few years back, when rolling over my 401K into a IRA (then into a downpayment for my house). I *thought* my credit union paid taxes on that money when I rolled it over. I made a mistake. Now, that I'm "caught up", and ready to pony up the delinquent taxes, what the best way to ask the IRS to waive the penalties? Say "Pretty, please?" Everyone says one *can* negotiate with the IRS. So how, would one go about doing so? What might one do to make a positive outcome more likely?
posted by derekb on Nov 19, 2006 - 9 answers

Help me with my scary tax problem. [more inside]
posted by anonymous on Sep 4, 2006 - 12 answers

Having trouble with my 401(k) direct rollover... how screwed am I? [more inside]
posted by selfnoise on Jun 26, 2006 - 6 answers