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Volume 7 Issue 1





FOR DAILY IRA INFO

Bookmark www.theslottreport.com
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planning information.










QUESTION OF THE MONTH

How can we make sure our IRA and Roth IRA are shared equally?

Q: My wife and I have just one grandchild from one of our two sons (with no current plans for a 2nd). The other son and wife are trying but no luck yet. After our passing, we would like our IRA and Roth IRA to be shared by all grandchildren, likely equally. How can we accomplish this? Answer

JANUARY KEY FOCUS

3 Tips For Tax Time Prep

While most people wouldn't mind turning back the calendar a few months and having a second Thanksgiving or other celebratory day, the fact of the matter is here we are in 2014 and it's time to prepare for the annual rite of passage that is "The filing of the tax return." Read More

RULING TO REMEMBER

Ed Slott and Company's Ruling to Remember Library

As we start a new year, while it's apt to look forward, in the world of retirement planning, it's never a bad idea to look back to get a gauge of Private Letter rulings (PLRs) in the past year and what decisions are handed down. You can find all of the PLRs we've dissected at The Slott Report. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Top IRA Rulings of 2013

A Detailed Look at the Defense of Marriage Act Decision

5 KEY Private Letter Rulings

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TWITTER TALK

@theslottreport: #IRS says it needs more $$. It could only answer 61% of calls from taxpayers last year, down from 87% a decade ago. 20M didn't get thru.

@theslottreport: Don't JUMP #tax time gun. Thanks to #governmentshutdown, tax season starts late on Jan. 31 this yr. Due date still April 15 #taxtimepreptip

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