IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
RMDs From Client IRAs: An Unconventional ESA Funding Tool
By William H. Byrnes, Robert BloinkRequired minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
June 10, 2015
The high cost of keeping IRA beneficiary designations privateIRAs give owners the option of keeping assets and beneficiary designations private, but if people don't understand these options, things can get messy.
May 26, 2015
IRA balances soarThe average IRA balance rose to $119,804 in 2013, an increase of 30.4 percent from 2010.
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 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.