IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Secure Act Quirk Opens a Tax Savings Window in IRAs
By Janet LevauxPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
February 27, 2019
Advisors Help Boost IRA Use: StudyAlmost half of Roth IRA owners started one on their advisor's recommendation, LIMRA found.
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
December 19, 2018
How Americans Use IRAsThe majority use them for rollovers, but many make retirement contributions as well, ICI reports.
August 31, 2018
How RMD Rules Influence IRA Withdrawals: EBRIA sizable number of IRAs have "extreme allocations" to equities.
August 02, 2018
529 Plans vs. Roth IRAs: Which Is Better for College Savings?Mark Kantrowitz, publisher of Savingforcollege.com, explains the differences, but in most cases the winner is clear.
May 15, 2018
Assets in IRAs Top DC Plan Assets by 41%: EBRIIRA growth "at least partially attributable to rollovers from assets built up in employment-based plans," EBRI says.
November 02, 2017
GOP Tax Plan Spares 401(k)s, Targets IRAsWhile retirement savings provisions look to be unaltered, the bill eliminates the recharacterization of IRA contributions.