IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
November 19, 2009
Ask the expert: When does the five-year Roth clock stop ticking?This answers the question: When does the five-year Roth IRAclock stop ticking, after which time the Roth IRA owner can take distributions income tax-free?
November 18, 2009
Ask the expert: When does the five-year Roth clock stop ticking?This answers the question: When does the five-year Roth IRAclock stop ticking, after which time the Roth IRA owner can take distributions income tax-free?
August 17, 2009
Boomers not likely to convert to Roth IRAsA survey by USAA found that boomers are forgoing tax-free retirement income by keeping traditional IRAs instead of converting them to Roth IRAs. In 2010, the...
June 30, 2009
Are your clients handing their IRAs to the IRS?Dan Casey, for InvestorGuide.com, warns of 10 ways investors sacrifice their IRAs to the IRS. 1. Failing to understand "stretch" IRAs. With this technique, young beneficiaries can take smaller withdrawals based on their long life
April 30, 2009
What is the best advice you ever received from your advisor?Drawing up a comprehensive plan to get me out of debt. I made bad investments back in the 90s ... I thought I was some kind of wheeler-dealer with property.
February 02, 2009
IRA ownership greatest among baby boomersBaby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...
October 01, 2008
DOL Floats Advice ProposalsThe Department of Labor (DOL) recently announced two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible for millions...
September 09, 2008
Roth IRAs: A Strategic Tool in Estate PlanningAs life expectancy increases and baby boomers retire in record numbers, more middle-class Americans are creating or revising wills and living trusts to leave as much as possible to their loved ones. As an advisor, you
September 09, 2008
Roth IRAs: A Strategic Tool in Estate PlanningAs life expectancy increases and baby boomers retire in record numbers, more middle-class Americans are creating or revising wills and living trusts to leave as much as possible to their loved ones. As an advisor, you
August 12, 2008
Savings rate increases$4.5 trillion - Total assets in defined contribution plans in 2007, up from $4.1 trillion in 2006. $116 billion - Average inflows into IRAs...