IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAs
By William H. Byrnes, Robert BloinkIn June, the justices are expected to rule on whether nonspousal inherited IRA funds can be exposed to creditor claims in bankruptcy proceedings.
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.
February 07, 2014
IRAs Make Up Nearly Half of Advisors’ BusinessThe takeaway: rollovers, and the retirement business in general, are key markets for advisors to cultivate, Cerulli says.