@theslottreport #IRA updates explains 6 things you must know before going through with 2016 #Roth conversion. This month's IRA Updates.
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Volume 9 Issue 10









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QUESTION OF THE MONTH

Can You Convert a Traditional IRA Annuity to a Roth IRA Annuity?

Q: I have a situation in need of expert assistance. I want to convert a traditional IRA annuity to a Roth IRA annuity. Can I do this if I have already annuitized the traditional IRA annuity? The Answer

OCTOBER KEY FOCUS

Defining "Children" For Estate Planning is Tougher Than You Might Think

Of all the provisions that may be found within your will or trust, this would seem to be one of the more straightforward of such items... right? Well, you might think so, but thatís not always the case. Defining "children", for instance, is not always as simple as it would appear at first glance. Read More

RULING TO REMEMBER

6 Things You Should Know if You Are Considering a 2016 Roth IRA Conversion

Are you considering converting your traditional IRA to a Roth IRA in 2016? If you are making this important decision, here are 6 things you will want to know. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

IRS Rules "Mere Successor Beneficiaries" Not Included When Determining RMD Payments to a Trust

DOL Issues Final Regulations - State-Run IRAs

Late 60-Day Rollover Q&A

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TWITTER TALK

@theslottreport: Do you (or a client) have a special needs child? Elite #IRA Advisor Michael Roberts discusses planning that lasts. bit.ly/2cK6oqV

@theslottreport: You have one #Roth #IRA here ... another there. Maybe itís time to consolidate. Hereís how: bit.ly/2dn21VZ

Follow @theslottreport for INSTANT IRA information

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