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Volume 8 Issue 4

Ask Your Questions to America's IRA Experts




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QUESTION OF THE MONTH

Will I Be Affected By The Once-Per-Year IRA Rollover Rule?

Q: I had withdrawn $130,000 from my IRA last year, and in December 2014, re-deposited $30,000 for a 60-day rollover. In January 2015, I withdrew $12,600. I do not need the funds. Can I re-deposit again with a 60-day rollover or am I affected by the once-per-year rule? The Answer

APRIL KEY FOCUS

3 Reasons to Use a Roth IRA Over a 529 Plan for Education Savings

For some time now, the cost of a college degree has been rising at perilously high rates, and as a result, the dream of one day going to college, for many, remains just that ... a dream. With college tuition rising so dramatically, it's not a surprise that people are looking for new and creative ways to save. Here are 3 reasons a Roth IRA is a better alternative to a 529 plan. Read More

RULING TO REMEMBER

Hardship Will NOT Get You a 60-Day IRA Rollover Extension

A taxpayer went to IRS with the plea that the 60-day IRA rollover period came and went without activity due to her financial instability during a time of employment insecurity and other stressful experiences. What was IRSí response to the request for more time? Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Court Allows IRA Owner to Claim Unreported Basis

Custodian's Mistake Results in Two Extra 72(t) Payments

IRAs and Divorce: Basis and Beyond

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