Tue, 6 Aug 2013
Read the rest of this article on Morningstar Articles
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.
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
©2014 Morningstar Advisor. All right reserved.