IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
The Mega Backdoor Roth Explained
By Roger WohlnerFor some clients, the mega backdoor Roth strategy is one to consider, if their employer's 401(k) plan allows for it.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
June 12, 2019
Can Roth IRAs Match 529 Plans for College Savings Benefits?Both tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.
May 06, 2019
Charitable Gifts From IRAs Shot Up by 74% in 2018A new report says demographics and tax law changes are driving the increase.
February 27, 2019
Advisors Help Boost IRA Use: StudyAlmost half of Roth IRA owners started one on their advisor's recommendation, LIMRA found.
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
December 19, 2018
How Americans Use IRAsThe majority use them for rollovers, but many make retirement contributions as well, ICI reports.
August 31, 2018
How RMD Rules Influence IRA Withdrawals: EBRIA sizable number of IRAs have "extreme allocations" to equities.