IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Avoid these 6 common RMD errors
By Ed SlottFirst-year RMDs are overwhelming for some clients. A common error is using the wrong balance for the first RMD.
October 12, 2015
RMDs From Client IRAs: An Unconventional ESA Funding ToolRequired minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
September 11, 2015
Proposed fiduciary rule won’t limit access to advice, says DOLOwners of small IRAs, you might think, are low- or middle-income workers. But youd be wrong, according to the Department of Labor.
September 11, 2015
Proposed fiduciary rule won’t limit access to advice, says DOLOwners of small IRAs, you might think, are low- or middle-income workers. But youd be wrong, according to the Department of Labor.
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.