IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Roth and roll
By Daniel WilliamsThis year, the year of the Roth conversion, will see an important opportunity for millions of Americans who will be permitted to convert traditional IRAs to Roth IRAs. It's a great opportunity for advisors to do new business with clients.
Roth and roll
Tax strategies for Roth conversions
December 08, 2009
Most IRA assets held by seniorsIn 2004, 72.7 percent of IRA assets were held by someone 55 or older, despite the fact that only 45.7 percent of the population of IRA-owners was 55 or older.
December 03, 2009
Where's The Rollover? Where's The Conversion?"Where is the rollover and conversion market?" Just about everywhere. There are very few clients who don't have some qualified account somewhere, whether it's an individual retirement account, 401(k), or something else.
December 03, 2009
Where's The Rollover? Where's The Conversion?"Where is the rollover and conversion market?" Just about everywhere. There are very few clients who don't have some qualified account somewhere, whether it's an individual retirement account, 401(k), or something else.
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