IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
How and Why to Use Roth IRAs in Estate Planning
By Roger WohlnerThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
November 04, 2021
Backdoor Roth Lockdown Plan Is Back; Here's What Advisors Should Do Next: Ed SlottUnder the Democrats' revised plan, the backdoor Roth curbs wouldn't take effect until 2029.
October 29, 2021
Biden Plan Drops Retirement Changes, Leaves Backdoor Roths IntactMeanwhile, retirement trade group IRI is shifting its efforts toward the Secure Act 2.0, which raises the RMD age.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.
October 21, 2021
More Workers Keeping Assets in DC Plans After Retirement: J.P. MorganRetirees are spending more than expected in early retirement and should plan to replace 90% of income, the research finds.
October 20, 2021
RIA Aggregators Wield Growing Influence in Defined Contribution MarketThe trend is especially evident in the $25 million to $500 million segment, a Cerulli report found.
October 19, 2021
Year-End Roth IRA Planning: 4 Reasons to Convert in 2021The proposed elimination of the backdoor and mega backdoor Roth creates additional year-end planning issues this year.