IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Secure Act 2.0, Biden Tax Hike Plans Make Roth IRAs a Crucial Tool
By Roger WohlnerRoth 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 23, 2021
Workers and Retirees Confident in Future, Social Security: EBRIEight in 10 retirees, despite the pandemic, felt confident in their ability to retire comfortably.
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.