Resources Roth Conversions If one intends to complete a Roth Conversion in 2018 which requires assets to be re-registered, the request must reach Mainstar Trust before the end of October. A Conversion is not considered complete until the confirmation of re-registration is received from the transfer agent.
Resources Self-Directed IRA Interview with Beverly Edwards, Senior VP and Counsel at Mainstar Trust As retirees search for yield and seek to diversify their income, a self-directed IRA offers opportunities to invest in alternatives such as real estate.
Resources One-Rollover-Per-Year Rule Beginning after January 1, 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own.