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Following are two issues: 1- On April 29th I recharacterized a Roth IRA opened in 2012. I intended to open...

Ed Slott's Elite IRA Advisor Group is a membership group of financial advisors who are committed to their IRA education and serving their clients' best financial and retirement planning interests. At our last workshop this May in Dallas, Texas, Ed Slott and Company IRA Technical Consultant Jeffrey Levine spent some time with several members to get their perspective on the educational expertise they receive and how it has elevated their standing in the industry and enhanced their business. Below are two roundtable discussions with seven members of Ed Slott's Elite IRA Advisor Group.

Good Afternoon My understanding is trust’s are subject to the new 3.8% investment surtax upon the trust accummulating $11,950 of...

Good Afternoon Does a non-spouse beneficiary have diferent options if the T-IRA was invested in an annuity (i.e. lump sum,...

In late 2009 IRS started a project on rollovers as business start-ups (ROBS). This is a strategy that has been heavily marketed by several companies and targets individuals that want to finance business ventures using their retirement funds. They are directed to establish a self-directed IRA, a corporation, and a 401(k) plan for the corporation. The plan allows participants to roll in IRA funds.

This is a follow on to the thread from before…but here is the sequence: 1.) Convert $1mm from TIRA to...

Feb 2013 rolled entire pretax TIRA into employers 401K account. TIRA account balance is zero. March 2013 make $6,000 after...

We are going back to basics in this week's Slott Report Mailbag with questions revolving around the foundation of IRA planning. Converting and accessing funds and avoiding penalties are the fundamental keys you and your financial team grapple with each day.

We had a prospect come into the office last week that read one of Ed’s books and has been doing...

Life events happen. Marriage is one of those major life events that make you focus on not just the present, but the future. Ed Slott and Company IRA Technical Consultant Jeffrey Levine got married this past Sunday then sat down to talk about how you can name a non-spouse beneficiary of your retirement account.