Learn 3 steps to follow if you miss RMD, IRA contribution rules and more. View February IRA Updates.
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Volume 9 Issue 2





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QUESTION OF THE MONTH

How Do I Qualify to Take Advantage of Net Unrealized Appreciation (NUA)?

Q: I am 61 years old and have been retired for many years from a company with private stock in an ESOP plan. I want to take the stock "in kind" and hang onto it. Can I take and hold the certificates myself or do I need to open the brokerage account to receive them to qualify for NUA treatment? The Answer

FEBRUARY KEY FOCUS

Did You Miss Your 2015 RMD? Keep Calm and Follow These 3 Steps

The end of the year can be a busy time. Sometimes things slip through the cracks. If you missed the required minimum distribution (RMD) deadline, statistics show you are not alone. So if you missed your 2015 RMD, stay calm and follow these 3 steps right away. Read More

RULING TO REMEMBER

10 IRA Contribution Rules You Must Know

If you follow the rules, there will be no need to worry about a ruling. This month, instead of examining a court case, we realize this is the time when many IRA owners consider making IRA contributions for the prior year. Are you planning on making a 2015 contribution to your IRA? Here are 10 IRA contribution rules you need to know. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Retirement Plan Provisions in PATH Act Q&A

Failed ROBS Arrangement Dooms Doctor’s ESOP

2016 Retirement Plan Contribution Limits Chart

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