IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
IRS Gives 3-Year Extension on Secure, CARES Act Amendments
By Melanie WaddellIt's giving "retirement plan sponsors and IRA custodians more time to amend their documents," Ed Slott says.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.
July 27, 2022
DOL Drafts Rules for IRA Asset Managers With Foreign Criminal ConvictionsManagers could ask the Labor Department to tell them whether the foreign convictions were relevant.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 19, 2022
IRA Rollovers Can Have Steep Costs When Done Wrong, New Study ShowsUnder the DOL's new rule, advisors need to consider more than just fees before recommending a rollover.
July 19, 2022
'Will RMDs Drain My Account?': Morningstar's Benz Answers a Common Retirement QuestionThe personal finance columnist discusses how to reduce RMDs and offers some tax-friendly ideas for reinvestment.
July 18, 2022
Defense Bill Could Help Cannabis Workers Save for RetirementThe NDAA bill includes the text of the SAFE Banking Act legislation, according to the Insured Retirement Institute.