IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
April 21, 2021
Avoiding an Inherited IRA Tax Time Bomb Under the Secure ActWithout proper planning, the tax consequences of the new "10-year rule" for emptying inherited IRAs can be serious.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 15, 2021
Advising Clients on IRA Contributions After Age 70½The Secure Act removed the age restrictions on traditional IRA contributions. Here's what advisors should know.
April 15, 2021
Bill to Boost RMD Age to 75 Up for Vote in 'Next Few Weeks': Rep. NealThe retirement bill, dubbed the Secure Act 2.0, also increases auto-enrollment and catch-up contributions in 401(k)s.
April 13, 2021
DOL Releases Fiduciary Rule GuidanceThe department has released FAQs for investment professionals and investors.
April 08, 2021
Ed Slott, American College Launch IRA Planning Course for AdvisorsThe CE-eligible, self-study program covers planning under the SECURE and CARES acts.
April 07, 2021
4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate PlansTake advantage of today's historically low tax rates to prep clients for future changes to income, estate and payroll taxes.
March 29, 2021
COVID-19 Squeeze on U.S. Adults Tightens: PrudentialProblems with paying bills increased sharply between May and December 2020.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.