IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Schwab Files Complaint in Fight Over Inherited IRA
By Dinah Wisenberg BrinAn inherited Roth IRA is at the center of a dispute after a client requested a beneficiary change days before dying.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 01, 2022
Why the Bipartisan Lankford-Bennet Bill Is Critical to Fixing America's Savings CrisisA Nationwide executive praises an addition to the EARN Act bill.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
DOL's Rollover Reckoning Opens Doors for AdvisorsThe new rollover rule taking effect Friday presents a significant opportunity to stand out in the marketplace.
June 28, 2022
Phyllis Borzi: DOL's New Rollover Rules a 'Reasonable Step Forward'The former EBSA chief says next steps should address "the glaring loopholes" in the five-part test for fiduciary status.
June 23, 2022
Debate: What If Roth IRAs Had Lifetime RMDs, Too?Two professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 23, 2022
Can You Avoid the 5-Year Inherited IRA Distribution Trap?Some clients may not know which distribution period applies to them when they inherit an account.