The IRA Authority- Oct to Dec 2016-Free download


The IRA Authority- Oct to Dec 2016-Free download

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The IRA Authority: October to December 2016

Covered in this issue:

  • Annual IRA Calendar
    • October 1: Deadline to establish a new SIMPLE IRA
    • October 15: Deadline for Completing Recharacterizations
    • October 31: Deadline for providing trust documentation to IRA custodian for IRAs inherited last year
    • November 1: Deadline for providing summary description (for SIMPLE IRAs) to employees
    • December 31: RMD deadline
    • December 31: Deadline for separate accounting
    • December 31: Deadline for Roth IRA conversions
  • Save a Client $10,000 with New IRS Procedure for Waiving the 60-Day
  • Rollover Deadline ( New Self-Certification Rules)
  • IRS Denies Request to Extend 60-Day Rollover Deadline for “Short-Term Loan” ( Private letter ruling ) PLR)
  • Ask Denise Appleby ( Q&A) Q &A: Naming “as stated in my will “as beneficiary of IRA

 

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