IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
December 04, 2024
Ed Slott: Big Moves Clients Should Not Make Before Year-EndAmong Slott's suggestions: Stop telling clients to beef up their 401(k)s and IRAs.
December 03, 2024
Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts"Rothification" of 401(k)s or a rollback of the RMD age extension could be on the table.
November 27, 2024
Two Roth IRA Mistakes High-Income Clients Must AvoidA wrong move can mean a big tax hit, but advisors can help repair or reduce the damage.
November 26, 2024
7 Big Unknowns That Could Shake Up Retirement PlanningWith promised tax cuts to fund and Social Security insolvency looming, policy changes could be coming in 2025.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 01, 2024
IRS Sets 401(k), IRA Contribution Limits for 2025The tax authority also announced changes to catch-up contributions tied to Secure 2.0.
October 22, 2024
IRS Clarifies When Retirement Plan Overpayments Can Be Rolled OverThe guidance allows "plans to refrain from going after innocent retirees who received too much," J. Mark Iwry says.
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.