IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning Tale
By Robert Bloink | William H. ByrnesClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
April 24, 2024
Ed Slott: Final DOL Fiduciary Rule Goes 'All-in' on RolloversAdvisors now need to understand "all available options when retirement funds are leaving company plans," Slott tells ThinkAdvisor.
April 18, 2024
Vermont Partners With Colorado to Launch Its Auto-IRA ProgramThe agreement will put the state on track to roll out VT Saves by the end of 2024.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
March 25, 2024
Everything to Know About RMD Planning for 2024The Secure 2.0 Act made three major RMD changes that are effective this year and beyond.
March 22, 2024
3 Ways to Help Clients Minimize 2023 Tax Liability NowThe year has been over for months, but there are still ways to help.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.