IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Inherited IRAs: 3 RMD Options for Surviving Spouses
By Robert Bloink | William H. ByrnesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 03, 2023
New IRS Tables Show What COVID-19 Did to IRAsBoth traditional and Roth IRAs benefited from rescue money.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.
April 18, 2023
8 Reasons to Avoid a Roth ConversionWhile generally a useful and popular strategy, Roth conversions aren't always appropriate, Ed Slott and Jeff Levine say.
April 10, 2023
How to Make Your Fees Part of Clients' Tax StrategyDoes it make more sense to take advisory fees from traditional IRAs or Roths? I asked Jeff Levine.
March 23, 2023
5 Secure 2.0 Act Changes That Could Affect Your Clients' TaxesFor example, a few new rules create new opportunities for Roth contributions or conversions.
March 21, 2023
Ed Slott: Secure 2.0 Left Lots of Unanswered QuestionsAdvisors "will need to exercise caution with any interpretations" until Congress or the IRS provides answers, Slott says.