IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
March 07, 2022
How to Eliminate Tax on Some Roth IRA ConversionsClients with after-tax IRA funds may be able to isolate basis and execute an entirely nontaxable Roth conversion.
March 04, 2022
Debate: Should Clients Use a Backdoor Roth IRA in 2022?Should high-income clients use this strategy while they can, or are they risking a tax headache in the future?
February 25, 2022
Spousal IRA Contributions in the Wake of the Great ResignationA client who has no earned income may still be able to contribute to a retirement account if they have a working spouse.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 18, 2022
Early IRA Distributions Without Penalty Just Got More AttractiveNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 04, 2022
There's Still Time to Start a Retirement Plan, Reduce 2021 TaxesUnder the Secure Act, small-business clients now have extra time to establish a 401(k) plan for the prior tax year.
February 03, 2022
Advisor Tells What 2 NFL Players' Financial Plans Really Look LikeAdvisor Jake Stoneburner, a retired NFL player himself, takes ThinkAdvisor through his planning for Garrett Griffin and retired player Jake Ballard.
January 29, 2022
How a 401(k) 'Bridge' Lets Annuity Haters Delay Social Security ClaimingResearchers looked at a way for 401(k) participants, hesitant to annuitize, to "buy a higher Social Security benefit."
January 28, 2022
8 IRA Distribution Tax Facts to KnowHere are some insights on tax questions advisors might get from retired clients in the coming months.