IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
June 11, 2021
DOL to Redefine 'Fiduciary' in New RuleLabor says it plans "to more appropriately define" when advisors to employee benefit plans and IRAs are fiduciaries.
June 09, 2021
New Senate Retirement Bills Aim to Raise RMD Age, IRA Contribution LimitsBills give workers "more control over their own retirement savings," Sen. Kennedy said.
June 08, 2021
Target Date Funds: A 'Time Bomb' in a Retirement Tool for the Masses?The GAO will investigate target date funds. What does that mean for the multitrillion-dollar industry?
June 07, 2021
David Blanchett Leaves Morningstar for PGIM UnitThe retirement researcher has a new gig at PGIM's quantitative equity and multi-asset solutions unit.
June 01, 2021
Bill Would Allow Penalty-Free Withdrawals from 401(k)s, IRAsThe Enhancing Emergency and Retirement Savings Act of 2021 would allow one distribution per calendar year.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 19, 2021
DOL's New Fiduciary Guidance for Rollovers: What Advisors Should KnowDetails are emerging that can help advisors understand their obligations under Labor's new standard.
May 11, 2021
Secure Act 2.0, Biden Tax Hike Plans Make Roth IRAs a Crucial ToolRoth IRAs are valuable for estate planning and reducing future RMDs, and the Secure Act 2.0 retirement bill would open a wider window for these strategies.
April 26, 2021
IRS to Fix Inherited IRA Guidance That Confused AdvisorsThose who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.