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Volume 7 Issue 9

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




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QUESTION OF THE MONTH

Do I Have to Keep All Traditional IRAs Separate From Each Other?

Q: Is there any reason to keep a nondeductible Traditional IRA separate from a pre-tax Traditional IRA? I know the pro- rata rule applies to Roth conversions, IRA distributions, etc. so I was wondering if there’s any reason why someone shouldn’t consolidate their Traditional IRAs together. Answer

SEPTEMBER KEY FOCUS

5 Retirement Plan Creditor Protection Myths ... and What the Facts Are

The creditor protection rules that apply to retirement accounts are complex and frequently misunderstood. In an effort to correct some of the most frequently misunderstood concepts and provide some clarity in these seemingly murky waters, we explore 5 Retirement Account Creditor Protection Myths and then give you the real facts behind them in this month’s Key Focus. Read More

RULING TO REMEMBER

Spouse Allowed to Roll Inherited IRA Through Her Own Trust to Her Own IRA

In Private Letter Rulings (PLRs) 201430026 and 2014130029, IRS allowed the surviving spouses to roll their inherited IRAs through a trust to their own IRAs. The twist here is that the trust beneficiary was the spouse’s own trust, not a trust established by the decedent. Read More

INSIDE ED SLOTT'S IRA ADVISOR NEWSLETTER

Avalanche of Post-Death PLRs Highlights Need for Better Pre-Death Planning

For 403(b) Plans, the "b" Can Mean Bountiful

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