IRA

Reporting Roth IRA Conversions with Form 8606

Tuesday, March 22, 2011
Ed Slott has talked about "Reporting Roth IRA conversions" in all of his seminars, and The Slott Report has touched on the subject in multiple entries over the last few weeks. Ed wrote a March 20th article for Investment News about the avalanche of questions about to come in (if they haven't already) on Form 8606. It has been around for years--but it will never be as popular as this year because of two key tax law changes in 2010.
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Many Not Saving Enough; Roth IRAs Great for College

Friday, March 04, 2011
Two information-packed articles on "saving" came out today, and they are very beneficial to your retirement planning and IRA planning in general. Click to read more about "Roth IRA: A Great Way to Save for College" and "Many not saving enough for golden years."
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Roth IRA Conversion 10% Penalty Trap

Tuesday, January 18, 2011
A 10% early withdrawal penalty applies to taxable funds withdrawn from a traditional IRA before the account owner attains age 59 ½ unless an exception applies. The same penalty (with its own set of exceptions) also applies on distributions made from most employer-sponsored retirement plans, unless the payment is due to the participant’s separation from service in a year in which he or she attains age 55 or older. Click to read about two tax traps that will trip up an unsuspecting consumer and trigger the 10% penalty.
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