IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Ed Slott: 'If You're Not Doing Tax Planning, Get Out of the Business'
By Melanie WaddellAdvisors who aren't are "creating a tax problem," the CPA and IRA expert tells ThinkAdvisor.
October 22, 2026
PRO
Reverse Rollovers: Moving IRA Money Into a 401(k)This uncommon strategy has powerful tax benefits in certain client situations.
October 20, 2026
The Medicare Surcharge Many Clients Can Appeal, and Don'tFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 12, 2026
5 Tax and Planning Questions for High-Earning Pre-RetireesA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 09, 2026
PRO
Industry Sounds Alarm on Inactive Retirement AccountsWith states' seizures of clients' savings and investments a growing problem, advisors are pushing for a federal standard.
October 09, 2026
How to Use a Roth IRA to Dodge Early Withdrawal PenaltiesA one-time tax expense can yield years of tax- and penalty-free access to retirement dollars.