IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
May 09, 2014
Why I Don’t Like Roth IRAs: Tax Season Lesson, Part 1During tax season, I focus on the actual cost to the client, including cash flow. Thats one reason I've never liked the Roth IRA.
April 14, 2014
Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAsIn June, the justices are expected to rule on whether nonspousal inherited IRA funds can be exposed to creditor claims in bankruptcy proceedings.
April 01, 2014
How IRA and Roth IRA distributions are taxedDistributions from a traditional IRA generally are taxed under IRC Section 72 (relating to the taxation of annuities).
April 01, 2014
How IRA and Roth IRA distributions are taxedDistributions from a traditional IRA generally are taxed under IRC Section 72 (relating to the taxation of annuities).
March 31, 2014
Roth IRAs for High-Income ClientsRoth IRAs usually do not make it into a higher-income client's retirement planning playbook.
March 25, 2014
How IRA and Roth IRA Distributions Are TaxedThe Tax Facts experts peer into the world of IRAs and how the IRS taxes them.
March 13, 2014
High-income clients take a detour to funding Roth IRAsClients with substantial IRA balances can roll IRA funds into 401(k) accounts to minimize the tax bite.
March 11, 2014
Roth IRAs off limits to high-income clients? Not exactlyThere is an alternative, indirect route to Roth IRAs for some high-income clients. It takes time and planning, but may well be worth the effort.
March 10, 2014
Roth IRAs Off Limits to High-Income Clients? Not ExactlyThere is an alternative, indirect route to Roth IRAs for some high-income clients. It takes time and planning, but may well be worth the effort.
March 04, 2014
Roth IRAs and Taxes: Contributions, Rollovers, DistributionsThe Tax Facts Online experts explain the tax implications in three major areas.