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Volume 7 Issue 10

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




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QUESTION OF THE MONTH

Can I Move Non-IRA Assets to an Inherited IRA?

Q: My wife inherited a variable annuity from her brother. She selected the stretch option and RMD payments have been received. We would like to move this variable annuity to a lower cost provider. Can this exchange be done without any tax consequences? Answer

OCTOBER KEY FOCUS

When Tax Free is NOT Tax Free

Tax free just has a nice ring to it, doesn't it? There's just something about those two words that seems to make even grown men giddy. There are many types of tax-free income. Life insurance proceeds, qualified Roth IRA distributions and municipal bond interest come to mind as three of the most common sources. Read More

RULING TO REMEMBER

The 60-Day IRA Rollover Rule and Your Health: Does Illness Matter?

In Private Letter Ruling (PLR) 201440024, IRS waived the 60-day IRA rollover requirement when a taxpayer's failure to timely roll over funds was due to his medical condition and deteriorating health that impaired his ability to manage his financial affairs. We examine this PLR in more detail in this month's Ruling to Remember. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

IRS Authorizes Tax-Free Roth Conversions of After-Tax Plan Funds For 403(b) Plans, the "b" Can Mean Bountiful

Notice 2014-54's Indirect Impact on NUA Transactions

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TWITTER TALK

@theslottreport: Up contribution by 1%/year good rule - try to max for match as soon as you can - then take excess to #tax-free

@theslottreport: Despite the new #IRS Notice 2014-54, the pro-rata #tax rule STILL applies to #IRA to #Roth conversions

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