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Volume 9 Issue 1





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QUESTION OF THE MONTH

Can An IRA Be Used to Pay for a Ministerís Housing Allowance?

Q: Since you are the IRA experts, I hope you will be able to answer this question for me. Can an IRA account be utilized for a ministerís housing allowance, or does it have to be taken from a 403(b) retirement account? The Answer

JANUARY KEY FOCUS

Six 2016 Retirement Account Rule Changes You Must Know

Good bye 2015... and hello 2016! Itís a new year. What does the arrival of 2016 mean for your retirement account? A LOT. The PATH Act brought about changes in several key areas of retirement planning. Here are 6 retirement account rule changes that you need to know. Read More

RULING TO REMEMBER

BIG Increases in IRA Private Letter Ruling Fees

Starting Februray 1, 2016, IRS PLR fees for all 60-day rollover rulings and for late Roth recharacterization rulings are increasing to $10,000. Previously, these requests were given special "discounted rates" as low as $500 (for late 60-day rollover requests involving amounts less than $50,000). This is a double whammy for clients with 60-day rollover problems. Hereís why. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

The Top IRA Rulings of 2015

PATH Act (Extenders Bill) Makes Big Changes

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