IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
What Happens to 401(k)s, IRAs When Older Clients Get Divorced
By Jane Wollman RusoffRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
July 28, 2023
Considering NFTs? Think Twice Before Using IRA DollarsThe IRS may tax NFTs as collectibles, which could have serious consequences for investors holding them in IRAs.
July 17, 2023
IRS Issues New 2023 RMD Relief for IRA BeneficiariesNew guidance also gives 72-year-olds who mistakenly started RMDs early extra time to return the money.
July 07, 2023
8 Reasons to Sell Company StockClients receiving stock-based compensation need your expertise and objectivity in advising on the best way to utilize it.
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.