IRA Horror Stories: Don't Let This Happen to You (Repeated in #12)

A new era of IRA and Roth IRA tax rules makes for even new kinds of expensive and embarrassing IRA mistakes. They are occurring more often than ever before, with record sums being converted to Roth IRAs in 2010. Learn from other advisors’ IRA horror stories and you will avoid these serious client problems. These are actual cases where clients lost a fortune in unnecessary taxes and penalties. Don''t let this happen on your watch! Learn how to advise clients on the unforgiving tax rules surrounding IRA and plan distributions.