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Volume 8 Issue 2

Ask Your Questions to America's IRA Experts on February 20. Learn more here




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QUESTION OF THE MONTH

Does a Roth IRA Conversion Affect My Medicare Premiums?

Q: Are Roth conversions considered part of normal income for Medicare premium purposes? For example, if I make a large Roth conversion, can it pump up the rate I have to pay for Medicare Part B and Part D premiums going forward? The Answer

FEBRUARY KEY FOCUS

President Obama's 2016 Budget Takes Aim At Your Retirement

President Obama’s Fiscal Year 2016 Budget was recently unveiled to the American public, along with the Department of Treasury’s Greenbook, which provides further explanation and details of the proposals in the President’s budget. We examine where the administration is headed on the issue of retirement planning. Read More

RULING TO REMEMBER

Reporting Penalties BEFORE They Become "Rulings to Remember" - IRS Form 5329

The IRS recently released the 2014 version of Form 5329. This form is updated each year and is filed by the IRA owner to report certain penalty taxes they may owe with respect to their IRA. What penalties would you note and file with this form? Should you file it even if you don’t owe any penalty taxes in a year? Here’s how to stay out of trouble and on IRS’ good side. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

The Case For and Against Having Clients Take Their RMD Early in the Year

Woo Hoo! All 2010 Conversions are now Tax and Penalty Free!

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