IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
IRA Crackdown Talk in Congress Is All Bluster
By Ed SlottMultimillion-dollar IRAs are a growing benefit for Uncle Sam. Here's why.
July 22, 2021
Plan Sponsors Want More Guidance From Advisors: FidelityWorkplace retirement plan sponsors are demanding more from their advisors to improve participant outcomes, a new study found.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 22, 2021
New Bill Reshapes Retirement Saver's Credit Into 401(k), IRA Matching ContributionThe legislation also includes a bonus credit of up to $5,000 for money saved over the next five years.
July 21, 2021
Empower to Buy Prudential's Retirement Business for $3.55BEmpower will acquire Prudential's defined contribution, defined benefit, nonqualified and rollover IRA business.
July 20, 2021
SEP-IRA vs. Solo 401(k): Which Is Better for Self-Employed Clients?Here's what you should know about these retirement plans — for your small-business clients or your own firm.
July 14, 2021
Auto-IRA vs. Emergency Savings Account: Which Is Better for Workers?Two professors debate the merits of these two tax-preferred savings vehicles aimed at workers.
July 12, 2021
Should Congress Cap Roth IRA Balances?As lawmakers mull IRA limits, planner Jeffrey Levine proposes a solution.