IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
6 States Where Auto-IRAs Are Up and Running
By Michael S. FischerSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 20, 2021
SEP-IRA vs. Solo 401(k): Which Is Better for Self-Employed Clients?Here's what you should know about these retirement plans — for your small-business clients or your own firm.
July 14, 2021
Auto-IRA vs. Emergency Savings Account: Which Is Better for Workers?Two professors debate the merits of these two tax-preferred savings vehicles aimed at workers.
July 12, 2021
Should Congress Cap Roth IRA Balances?As lawmakers mull IRA limits, planner Jeffrey Levine proposes a solution.
July 12, 2021
Why You Need to Check for Retirement Account 'Tax Tumors'Tax-deferred retirement accounts have liabilities inside them, and they never stop growing.
July 09, 2021
So You've Helped Your Client Invest for Retirement. Now Comes the Hard Part.Advisors with clients entering the decumulation phase need to hone their psychology chops, behavioral expert Suzanne Shu tells ThinkAdvisor.
July 08, 2021
House Panel Crafting Bill to Limit IRA SavingsCiting Peter Thiel's $5B Roth IRA, Ways and Means Chairman Neal tells ThinkAdvisor he's working on legislation to "stop IRAs from being exploited."
June 28, 2021
How Secure Act's 10-Year Rule Creates Tax Headaches for IRA HeirsPlanning for inherited IRAs and 401(k)s has become more complex than ever under the Secure Act.