Roth IRA 5-Year Rules, Same-Sex Marriage Retirement Plan Guidance, Paying for a 2010 Roth Conversion

Monday, October 07, 2013

The Roth IRA 5-year rules. The Department of Labor’s recent guidance on how to treat same-sex marriage for employer retirement plans. Ways you could STILL be paying for a 2010 Roth IRA conversion.

Last week, America’s IRA Experts descended on San Diego, California for our 2-Day IRA Workshop, Instant IRA Success. While we were in San Diego, we took the time to record some interactive, informational roundtables from the 30th floor overlooking the bay at the beautiful Grand Manchester Hyatt.

Below are 3 videos with our IRA Technical Experts and Slott Report staff writers. Enjoy this look at just a touch of the information covered over 2 days in San Diego. And if you are looking to gain a step on the competition and take your education to the next level, join us for our next 2-Day IRA Workshop in New Orleans on January 30-31, 2014.

And make sure to enter the Optional Registration Code “EARLY BIRD” to Save $500 off the full price.

SAME-SEX MARRIAGE AND RETIREMENT PLANS

ROTH IRA 5-YEAR RULES: WHEN CAN I TAKE A DISTRIBUTION?

2010 ROTH IRA CONVERSION: WAYS YOU COULD STILL BE PAYING

 

2014 Retirement Guide Helps You Save and Stretch Wealth

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