IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
September 09, 2022
Final Senate Finance Bill Text Keeps Narrow LTCI Tax Break ProvisionThe provision could affect clients who use retirement plan assets to pay the premiums.
September 08, 2022
Senators Release Final Text of EARN Act Retirement BillThe bill will be part of the Senate's Secure 2.0 package, which must be reconciled with the House version.
August 31, 2022
Income for Life: Strategies to Avoid Running Out of Money in RetirementFrom emergency savings to annuities to tontines, there are plenty of tools for creating an income stream that lasts.
August 31, 2022
Small RIAs Likely Breaking New DOL Rollover Rule Without Knowing It: ERISA LawyerMany small firms are unaware of the rule and lack a compliance officer, Faegre Drinker partner Fred Reish says.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 24, 2022
Liability-Driven Investing, ExplainedWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 19, 2022
Retirees Stay the Course in Bumpy Q2: FidelityOf those who did make a change, 85% made only one, with most shifting savings to more conservative investments.
August 11, 2022
New Bill Would Boost IRA, Retirement Plan Contribution Limits for 1 YearContribution limits for 2023 would be $24,500 for workplace retirement plans and $10,000 for IRAs.
August 10, 2022
Use Roth IRAs to Save for CollegeRoth IRAs are more flexible than 529 plans, but there's one big catch.
August 09, 2022
IRS Gives 3-Year Extension on Secure, CARES Act AmendmentsIt's giving "retirement plan sponsors and IRA custodians more time to amend their documents," Ed Slott says.