IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Five reasons to roll a 401(k) to an IRA
By David F. RoyerWhy would a 401(k) participant want to move his money out of a 401(k) and roll it into an IRA?
January 28, 2010
Tax strategies for Roth conversionsBy converting a traditional IRA into multiple Roth IRAs, wealthy boomers can save on taxes even if their accounts lose value, Bloomberg reports. The new...
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...