IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
April 14, 2015
Brokers handling IRAs face tougher rules under Obama-backed planThe brokerage industry would prefer that the SEC devise the fiduciary rules, fearing that the DOLs version would make it impossible for brokers to charge commissions.
April 10, 2015
3 IRA Distribution Mistakes to AvoidDistributions from IRA accounts often appear to be simple and they can be but they also can be surprisingly complex.
March 16, 2015
How Kickstarter Can Help IRA InvestorsSelf-directed IRA investors who are interested in alternative strategies should explore opportunities with entrepreneurs trying to raise funds, Pensco says.
February 02, 2015
Divided IRAs: 5 IRS rulings that spell (mostly) good newsThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
February 02, 2015
Divided IRAs: 5 IRS rulings that spell (mostly) good newsThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
December 05, 2014
Top 10 rollover mistakesThere's more than enough red tape to trap advisors trying to plan their clients' rollovers, according to Ed Slott.
November 24, 2014
Top 10 IRA Rollover MistakesThe Internal Revenue Service gave advisors some much needed guidance regarding the ever-challenging issue of rollovers.
November 21, 2014
IRS pushed to crack down on ‘mega IRAs’A GAO report found holders of large IRAs were using alternative investment strategies as tax dodges.
November 19, 2014
IRS Pushed to Crack Down on ‘Mega IRAs’GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
November 18, 2014
AIG jumps in with longevity annuity for IRAsMove follows IRS rule change allowing QLACs in retirement plans.