IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Most Roth IRAs born through contributions, not rollovers
By Emily ZulzContributions are more important to Roth IRA investors, with 71 percent of new Roth IRAs opened only with contributions.
May 21, 2014
Roth IRAs Growing Twice as Fast as Traditional IRAs: EBRIThe Roth IRA removes the uncertainty of what future higher tax rates might do to retirement savings, says Ed Slott.
May 12, 2014
Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells ThemThe outspoken Edelman talks to ThinkAdvisor about how Wall Street preys on investors, the unconventional structure of his practice and why he opposes mutual funds.
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.