IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Pre-Retirees’ Confidence Ebbs as Costs Keep Rising: Fidelity
By Michael S. FischerOnly half of Gen Xers in a new survey say they're confident they can retire on their own terms.
February 27, 2025
6 New Findings on Workers’ Retirement Savings: FidelityThe trends are positive, with particularly good news for Gen Xers, an analysis of millions of accounts finds.
February 21, 2025
Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?Taxpayers can use a “backdoor” strategy of funding a traditional IRA and converting those funds to a Roth.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance NightmareFailure to update beneficiary designations can result in big surprises later, the two retirement experts warn.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.