IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Tax Court Decision Shows Pitfalls of Self-Directed IRAs
By Robert Bloink | William H. ByrnesWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
December 27, 2021
10 States With Auto-IRA ProgramsA growing number of states have mandatory auto-enrollment retirement plans in place or will start these programs in the next few years.
December 22, 2021
Prep Your Clients for 2 Bills That Could Change IRAs in 2022A few steps that seem simple to most advisors can go a long way in easing clients' worries over tax news, says the retirement and tax expert.
December 21, 2021
How Your Small-Business Clients Can Maximize the QBI Deduction in 2021Business-owning clients still have time to reduce taxable income while securing their own retirement.
December 20, 2021
How to Use Retirement Assets for Startup ExpensesThere are a few ways to use 401(k) savings to fund a new business, but be careful to follow IRS rules.
December 13, 2021
RMD Planning for 2021 and BeyondA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 13, 2021
Top 5 Tax Tasks to Tackle With Clients Before Year-EndAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 10, 2021
Ed Slott's 10 Last-Minute Tax and Retirement Tips for 2021Time's running out to use certain tax breaks and to correct potentially costly mistakes, Slott says.