IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?
By Robert Bloink | William H. ByrnesEach type of plan has its own set of characteristics that clients should understand.
June 01, 2023
Inherited IRAs: 3 RMD Options for Surviving SpousesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
May 23, 2023
Ed Slott: The IRA Conversation Advisors and Clients Must Have NowSlott talks to ThinkAdvisor about upcoming tax changes, Social Security's future and how to handle missed RMDs.
May 22, 2023
Secure 2.0 Act's Changes to Retirement Planning for 2025 and BeyondMuch of the sweeping retirement law isn't effective yet.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 03, 2023
New IRS Tables Show What COVID-19 Did to IRAsBoth traditional and Roth IRAs benefited from rescue money.
April 19, 2023
Can Your Clients Tap an IRA to Pay for College?Some taxpayers may be able to access their IRA savings to cover higher education costs without penalty.
April 18, 2023
8 Reasons to Avoid a Roth ConversionWhile generally a useful and popular strategy, Roth conversions aren't always appropriate, Ed Slott and Jeff Levine say.