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“Estate Bypass” - Spousal Rollover When the Estate is Beneficiary

An estate can become the beneficiary of a person’s IRA in a couple of ways. First, the estate could be named outright as the beneficiary on the beneficiary form. This is not recommended. Why? One reason is that a non-designated beneficiary (like an estate), must follow certain restrictive payout rules.

Sidestepping the New IRS Private Letter Ruling Fees

Like most everything else these days, the price for receiving an IRS private letter ruling (PLR) has recently gone up. A person will request a PLR to receive the IRS’s blessing that a specific tax transaction won’t violate the tax code or IRS regulations. A PLR is specific to the particular tax situation of the person requesting it. This means that PLRs shouldn’t be relied on by anyone other than that person.

Did You Have a Loss of Funds in an IRA Thanks to Your Broker’s Illegal Transactions? This Week’s Q&A

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, illegal trades, and PLRs.

Need to Knows about Rollover IRAs and PLRs

This week's Slott Report Mailbag looks into rollover IRAs and PLRs.

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