IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
By John ManganaroThe strategy offers both big promise and big regulatory questions that remain to be answered.
September 16, 2024
IRA Rollover 'Tsunami' Worries Ex-DOL OfficialIRAs lack consumer protections and should be regulated by ERISA, Phyllis Borzi says.
September 05, 2024
IRS Seeks Feedback on Saver's Match Under Secure 2.0The agency and the Treasury Department want comments on all aspects of the retirement account contributions.
August 29, 2024
Ed Slott: IRS' Cure for Conflicts Could 'Wipe Out' IRAsThe enforcement mechanism against prohibited transactions is excise taxes, which can hurt clients, Slott says.
August 28, 2024
Conflicted IRA Advice Widespread as Fiduciaries Lack Oversight, Watchdog FindsThe IRS, tasked with enforcing prohibited transaction rules through excise taxes, lacks an effective way to do so.
August 16, 2024
What Advisors Need to Know About the Fiduciary RuleRegulatory uncertainty is real, but practice management efforts can help firms stay ahead of the game, legal experts say.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
July 26, 2024
How a Generative AI System Handled a 401(k) QuestionChatGPT is prefacing some answers with "it depends on the situation," which is where financial advisors come in.