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Monthly IRA Updates
 

Ed Slott and Company's Monthly IRA Updates is our free email bulletin that showcases recent highlights from irahelp.com. Enjoy!

Ed Slott's IRA Workshop

Join us in San Diego, CA on Feb 17-18 to receive the latest education on retirement distribution planning!

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Roth IRA Reconversions

By Beverly DeVeny

The deadline of October 15th has passed for recharacterizing Roth conversions done in 2015. (You have until October 15, 2017 to recharacterize your 2016 Roth conversions.)

Now that you have recharacterized a 2015 conversion, what comes next? Can you reconvert those funds? The answer is yes, after a waiting period.


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Each month, Ed Slott's IRA Advisor delivers money-saving tax strategies and answers to your toughest IRA questions. Ed Slott's IRA Advisor also features case studies, tax rulings and horror stories!

What's Inside Our Current Issue?

  • Aggregating Required Distributions from Retirement Plans
  • Retirement Account RMD Aggregation Chart
  • Plan Loans: Easy Money or Danger Zone
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Ed Slott and Company, LLC 100 Merrick Road -- Suite 200 E Rockville Centre, New York 11570 United States (516) 536-8282



Ed Slott and Company, LLC 100 Merrick Road -- Suite 200 E Rockville Centre, New York 11570 United States (516) 536-8282