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Volume 7 Issue 11

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




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QUESTION OF THE MONTH

What is the Magical End Date to Make a 2014 Roth Conversion?

Q: Do I have until April 15 to convert some of the monies in a Traditional IRA to a Roth IRA or does that conversion need to be completed by the end of the calendar year, Dec 31, 2014? Read More

NOVEMBER KEY FOCUS

5 Key Differences Between IRAs and Employer-Sponsored Retirement Plans

According to a recent TIAA-Cref survey, over one-third of those surveyed either did not know what an IRA is or the difference between an IRA and an employer-sponsored plan. That's not good news and needs to be fixed. So, with that in mind, find out 5 key differences between IRAs and employer-sponsored retirement. Read More

RULING TO REMEMBER

60-Day IRA Rollover Requirement: Clock Starts When Check is Received

We look back at an important IRS PLR (private letter ruling) from earlier in the year. A taxpayer we will call "Greg" asserted that his failure to accomplish a prompt rollover of his distributed IRA funds within the prescribed 60-day IRA rollover window was due to the medical condition and death of his mother. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

IRA Owner's Attempt to Circumvent Custodian's Direct Real Estate Investment Prohibition Backfires

Court Rules IRA Funds Protected in Bankruptcy After Distribution

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