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Volume 6 Number 9





FOR DAILY IRA INFO

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QUESTION OF THE MONTH

Can I Contribute to an IRA or Roth IRA for my Spouse?

Q: Can I contribute to an IRA or Roth IRA on behalf of my spouse who does not work or who makes less than the contribution limits? I've heard conflicting answers on this, and we'd like to take advantage of the provision if it's possible... Answer

SEPTEMBER KEY FOCUS

You Can't Change Your Mind on a Roth 401(k) Conversion

While many of us know that you can convert an IRA to a Roth IRA, a process that's not as well understood is a Roth 401(k) conversion. If you participate in a 401(k) at work, you can convert your existing plan assets to a Roth account inside the 401(k) plan. This option is known as... Read More

RULING TO REMEMBER

IRS Issues DOMA Ruling

On August 29, IRS issued Revenue Ruling 2013-17 to clarify some of the federal tax issues raised by the U.S. Supreme Court's ruling in the Windsor case. If you have not been keeping up with the news for the last couple of months, the Supreme Court ruled that Section 3 of DOMA... Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Timing Social Security Benefits and IRA Distributions

Poorly Drafted Spousal Waiver Results in Windfall for Soon-to-be Ex

Preview This Issue



TWITTER TALK

@theslottreport: Key now 4 same-sex married partner: When surviving spouse makes IRA his/her own, surviving spouse is treated as IRA owner & not beneficiary.

@theslottreport: Under IRS Rev-Ruling 2013-17, same-sex marriages performed in state that recognizes that marriage will be recognized for federal tax purposes.

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