IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Roth IRA Conversions: What Advisors Need to Know
By Roger WohlnerHere's how this retirement planning tactic interacts with RMDs and taxes, along with some Roth IRA conversion strategies to consider.
July 23, 2020
Ed Slott: Don't Forget About Stretch IRA Changes, RMD Relief DeadlineAdvisors should remind clients that the deadline for returning unwanted RMDs is Aug. 31.
June 29, 2020
The Mega Backdoor Roth ExplainedFor some clients, the mega backdoor Roth strategy is one to consider, if their employer's 401(k) plan allows for it.
May 08, 2020
Ed Slott: Clients Confused About RMD ReliefThe temporary RMD waiver creates retirement planning opportunities your clients may not be aware of, Slott says.
January 24, 2020
Three Replacements for Stretch IRAsThe elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their kids.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
June 12, 2019
Can Roth IRAs Match 529 Plans for College Savings Benefits?Both tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.
May 06, 2019
Charitable Gifts From IRAs Shot Up by 74% in 2018A new report says demographics and tax law changes are driving the increase.