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Goldman and Company

Goldman and Company

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    • Firm Overview
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TRANSFERRING AN IRA

Transferring an IRA.  If you are the designated beneficiary of an IRA from your spouse, you can simply transfer the money to your IRA without penalty.

Author James I. Goldman, CPAPosted on November 9, 2016September 2, 2016Categories Blog, Business Tax Preparation, Income Tax Issues Affecting The Elderly, Individual Income Tax Preparation, IRS Audit RepresentationTags Income Taxes, IRA

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51 Jefferson Boulevard
Warwick, RI 02888

401-781-4200

  • About Us
    • Firm Overview
    • Mission, Guiding Principles, Goals
    • History
    • Principal
    • Community
    • Testimonials
    • Helpful web addresses
  • Practice Areas
    • Accounting Services
    • Business Tax Preparation
    • Individual Income Tax Preparation
    • IRS Audit Representation
    • Restaurant Accounting Services
    • Construction
      • General Contractor Accounting
      • Plumbing Contractor
      • Mechanical Contractor
      • Electrical Contractor Accounting Services
      • Home Builders and Remodelers
    • Business Consulting
    • QuickBooks
      • QuickBooks Setup
      • QuickBooks Training
      • QuickBooks for Contractors
  • Eldercare Services
    • Bill Paying Services and Taxes
    • Long-term care insurance
    • Social Security & VA AID & Attendance Program
    • Medicare benefits
    • Medicaid Planning and Benefits
    • Protecting assets by transfer
    • Estate and Gift Planning
    • Income tax issues affecting the elderly
    • Disabled children
    • Elder Abuse and Exploitation
    • Guardianship
    • Executor/Trustee
    • Power of Attorney / Durable Power of Attorney
    • Conservator
  • Contact Us
  • 401-781-4200
  • About Us
    • Firm Overview
    • Mission, Guiding Principles, Goals
    • History
    • Principal
    • Community
    • Testimonials
    • Helpful web addresses
  • Practice Areas
    • Accounting Services
    • Business Tax Preparation
    • Individual Income Tax Preparation
    • IRS Audit Representation
    • Restaurant Accounting Services
    • Construction
      • General Contractor Accounting
      • Plumbing Contractor
      • Mechanical Contractor
      • Electrical Contractor Accounting Services
      • Home Builders and Remodelers
    • Business Consulting
    • QuickBooks
      • QuickBooks Setup
      • QuickBooks Training
      • QuickBooks for Contractors
  • Eldercare Services
    • Bill Paying Services and Taxes
    • Long-term care insurance
    • Social Security & VA AID & Attendance Program
    • Medicare benefits
    • Medicaid Planning and Benefits
    • Protecting assets by transfer
    • Estate and Gift Planning
    • Income tax issues affecting the elderly
    • Disabled children
    • Elder Abuse and Exploitation
    • Guardianship
    • Executor/Trustee
    • Power of Attorney / Durable Power of Attorney
    • Conservator
  • Contact Us
  • 401-781-4200
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