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Volume 8 Issue 1

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




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QUESTION OF THE MONTH

Can I Transfer My Annual Required Distribution From my IRA to Open a Roth?

Q: I read the IRS Publication, but I canít seem to come to a conclusion on the answer. Per IRS publication 590, am I able to transfer my annual RMD from my traditional IRA to open a Roth IRA? The Answer

JANUARY KEY FOCUS

New for 2015 - Changes in the Retirement Planning World

2015 has brought several important changes in the retirement planning world. From the once-per-year IRA rollover rule to QLACs and myRAs, IRA Technical Expert Beverly DeVeny highlights the key changes you must be aware of to retain current clients and capture new business in the new year.
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RULING TO REMEMBER

IRA Rollover Error by Company Employee Highlights Need to Follow Up

A taxpayer received a distribution from his company retirement plan after separating from service with the intent to make a direct rollover into a Roth IRA. However, things donít always go by way of the best intentions. The financial institution deposited the distribution into an IRA instead of a Roth IRA. Private Letter Ruling 201452025 got IRS involved. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Top IRA Rulings of 2014 - From Bobrow to QLACs and the Yearís Major Private Letter Rulings

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