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View November's IRA Updates.
Volume 8 Issue 11





FOR DAILY IRA INFO

Bookmark www.irahelp.com/slottreport
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QUESTION OF THE MONTH

Can I Make This Tax-Free Rollover?

Q: I want to roll over a traditional IRA to a similar traditional IRA. It will not be a trustee-to-trustee transfer. I took my RMD (required minimum distribution) earlier this year. I have not taken any other distributions or done any rollovers in the past 12 months. Am I allowed to do the tax-free rollover this year? The Answer

NOVEMBER KEY FOCUS

What the New Budget Means for Your Social Security and Medicare Benefits

Retirement planning for millions of Americans changed on Monday, November 2 when President Obama signed into law the Bipartisan Budget Act of 2015, which has a significant impact on both Medicare Part B participants and those trying to employ savvy planning tactics to get the most of their Social Security benefits. Here's what you need to know. Read More

RULING TO REMEMBER

Will Qualified Charitable Distributions Be Available for 2015?

Paul Ryan is now Speaker of the House, and the President just signed the Bipartisan Budget Act of 2015 into law. But the turmoil still stands. Congress has a packed legislative agenda at year-end, so instead of dissecting a PLR this month, we will examine if Qualified Charitable Distributions (QCDs) - a very popular topic - will return for 2015. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Roth IRA Conversion-Recharacterization- Reconversion Strategy Pays Dividends in Volatile Markets

Answering Clients' Questions About Owning Gold in IRAs

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TWITTER TALK

@theslottreport: The file-and-suspend #SocialSecurity strategy is ending. @IRAGuru4EdSlott talks to @sharon_epperson on what’s next. http://cnb.cx/1LRQzdz

@theslottreport: #MyRA rule tweak: Anyone will now be able to use it (if they qualify for Roth IRA). No need for employer’s adoption.

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