Tricks and Traps of IRAs

With this 108-page special report, you will:

• Take an in-depth look at the math behind choosing a traditional IRA over a Roth or vice versa
• Understand the rules of contributing to an IRA, including specific rules for traditional deductible, traditional nondeductible, and Roth IRAs
• Look at smart investing within an IRA, including real estate investments, and prohibited investments and transactions
• Get the details on rolling funds into and out of an IRA — between IRAs and between an IRA and a qualified plan — and learn the reasons why you may not want to roll funds over from a qualified plan
• Recognize the ins and outs of converting, recharacterizing, and reconverting
• Learn about distributions: general rules, premature distributions, substantially equal periodic payments, RMD, and tax-free distributions
• See what happens to an IRA after the owner dies and understand the tax consequences to the beneficiary
• And much more!