IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
What you need to know about bankruptcy protection for IRAs
By Russell E. Towers, J.D., CLU, ChFCThe rules governing bankruptcy protection for IRAs differ depending on whether they are traditional or inherited accounts.
March 09, 2016
Avoid these 6 common RMD errorsFirst-year RMDs are overwhelming for some clients. A common error is using the wrong balance for the first RMD.
March 09, 2016
Avoid these 6 common RMD errorsFirst-year RMDs are overwhelming for some clients. A common error is using the wrong balance for the first RMD.
November 03, 2015
All that glitters: 12 points to know about gold and IRAsAs an advisor, you should know the basic rules so you can be ready for clients who ask about having gold in their IRAs.
October 12, 2015
RMDs From Client IRAs: An Unconventional ESA Funding ToolRequired minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
September 11, 2015
Proposed fiduciary rule won’t limit access to advice, says DOLOwners of small IRAs, you might think, are low- or middle-income workers. But youd be wrong, according to the Department of Labor.
September 11, 2015
Proposed fiduciary rule won’t limit access to advice, says DOLOwners of small IRAs, you might think, are low- or middle-income workers. But youd be wrong, according to the Department of Labor.
June 10, 2015
The high cost of keeping IRA beneficiary designations privateIRAs give owners the option of keeping assets and beneficiary designations private, but if people don't understand these options, things can get messy.