Thu, 9 May 2013
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When using the maneuver, mind the pro-rata rule, don't dally with your nondeductible IRA , and remember the do-over option, if you need it, says Morningstar's Christine Benz.
Congress is unlikely to do away with the Roth IRA , but it could limit 'backdoor' contributions, end the 'stretch IRA ,' or eliminate some popular Social Security filing strategies, says IRA expert Ed Slott.
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.
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