This month's IRA updates includes a look at the President's retirement planning proposals in the 2015 budget. View in browser
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Volume 7 Issue 3





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QUESTION OF THE MONTH

So What is the Timeline for Reconverting Recharacterized Funds?

Q: If I want to undo a conversion, I recharacterize the assets back to the traditional IRA ... I got that; but to convert those assets again (now at a lower cost basis), do I have to wait until the next January or can I simply open a new Roth IRA to convert the assets? Answer

MARCH KEY FOCUS

President Obamaís 2015 Budget Includes Possible Game-Changer

The Presidentís 2015 Fiscal budget includes a number of proposed changes aimed at retirement accounts. Six out of the seven provisions detailed below, or similar versions of them, were included in the Presidentís 2014 budget. However, thereís one new proposal that, if ever passed, would shake up the retirement planning landscape. Read More

RULING TO REMEMBER

Learn From the Retirement Mistakes of Others

This month there were five key private letter rulings (PLRs) issued by IRS that dealt with IRA issues. Donít let these problems happen to you or to your clients. Read over these private letter rulings and make notes to avoid these potential pitfalls. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Tax Court Changes the Game for IRA Rollovers

New MyRA Retirement Account Introduced

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TWITTER TALK

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