beverly deveny

Will I Be Affected By The Once-Per-Year IRA Rollover Rule?

Thursday, April 02, 2015
This week's Slott Report Mailbag inquires about the new once-per-year IRA rollover rule as well as the tax implications on an IRA-to-Roth IRA conversion. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here.
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5 Common IRA Myths

Monday, March 30, 2015
IRAs are complicated, even more so if you believe one thing, but the correct rule is the complete opposite. These 5 common IRA myths spell trouble - taxes, penalties, hardships and missed opportunities - for those that believe them.
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How Do I Report a Tax-Free Rollover on My Tax Return?

Friday, March 27, 2015
This week's Slott Report Mailbag examines a situation involving a spousal IRA beneficiary (the exact topic we detailed in this month's IRA Focus) as well as the procedure for reporting a tax-free IRA rollover during tax season (a key issue with April 15 right around the corner). Find the answers to these issues and more in this week's mailbag.
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SEP and SIMPLE IRAs Are Not Savings Accounts

Wednesday, March 18, 2015
Did you set up a SEP or SIMPLE IRA thinking it was a savings account for your retirement? While it is a way to save for retirement, it is NOT a savings account. Our IRA Technical Expert Beverly DeVeny explains why.
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My IRA Custodian Won’t Let Me Do What?!

Friday, March 06, 2015
Retirement plans are one area of the tax code where you may not be able to do everything the tax code says you can do. IRA custodians and employer plans can sometimes limit your options. One reason they might do this is to make it easier for them to manage and process your transactions. We detail a few examples of IRA custodians limiting your options.
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Spousal IRA Contributions and Divorce: What You Need to Know

Friday, February 27, 2015
In a marriage where one spouse (Annie) has earned income and the other spouse (Bernie) has little or no income, an IRA or Roth IRA contribution can be made for Bernie based on Annie’s income. However, what happens if Bernie makes his contribution early in the year and later in the year he and Annie are divorced or separated?
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The Cab Driver and His Retirement Plan

Friday, February 20, 2015
We are in Las Vegas for our 2-Day IRA Workshop. On my way from the airport to the hotel upon arrival, my cab driver and I got into an interesting discussion on retirement plans. Is there a retirement plan for cab drivers? Does Las Vegas temptation cause many to squander retirement savings?
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