IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Considering NFTs? Think Twice Before Using IRA Dollars
By Robert Bloink | William H. ByrnesThe IRS may tax NFTs as collectibles, which could have serious consequences for investors holding them in IRAs.
July 05, 2023
15 States Closing Retirement Savings Gaps With Auto-IRAsNine state programs are up and running; six are in various stages of development.
June 29, 2023
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?Each type of plan has its own set of characteristics that clients should understand.
June 21, 2023
Roth IRA Transfers and Divorce: Don't Forget the 5-Year RuleClients transferring Roth assets in a divorce settlement often overlook this critical issue.
June 20, 2023
7 Reasons Not to Make a Roth ContributionMaking Roth contributions can be a good retirement savings strategy, but not for every client or situation.
June 01, 2023
Inherited IRAs: 3 RMD Options for Surviving SpousesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
May 23, 2023
Ed Slott: The IRA Conversation Advisors and Clients Must Have NowSlott talks to ThinkAdvisor about upcoming tax changes, Social Security's future and how to handle missed RMDs.
May 22, 2023
Secure 2.0 Act's Changes to Retirement Planning for 2025 and BeyondMuch of the sweeping retirement law isn't effective yet.