Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Stretch IRA Provision Removed from Highway Bill
By Arthur D. PostalA provision in Senate legislation that had investment advisors up in arms because it would reduce the value of inherited IRAs has been removed.
February 21, 2012
Senate Bill Threatens Life of Stretch IRAsIndustry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.
February 17, 2012
No Tax Reform Without Incentives for Retirement Savings, Argue 2 Congressmen (AdvisorOne)A new resolution proposes that it become the "Sense of Congress" that current tax incentives for retirement savings should be retained in any reform of the tax code.
February 17, 2012
"Sense of Congress" Seeks to Preserve Tax Incentives for Retirement SavingsTwo congressmen have introduced a resolution in the House seeking a "Sense of Congress" that current tax incentives for retirement savings should be retained in any reform of the tax code.
February 17, 2012
"Sense of Congress" Seeks to Preserve Tax Incentives for Retirement SavingsTwo congressmen have introduced a resolution in the House seeking a "Sense of Congress" that current tax incentives for retirement savings should be retained in any reform of the tax code.
February 16, 2012
Race and Retirement: Who’s Saving the Most, Least? (Forbes)A new study examines how cultural environment can affect one's financial situation and behavior.
February 16, 2012
No Tax Reform Without Incentives for Retirement Savings, Argue 2 CongressmenAt Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
February 16, 2012
Stretch IRAs Under FireRetirement industry officials are gearing up to remove a provision in Senate legislation that would reduce the value of inherited IRAs.