IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Advising Clients on IRA Contributions After Age 70½
By Roger WohlnerThe Secure Act removed the age restrictions on traditional IRA contributions. Here's what advisors should know.
April 08, 2021
Ed Slott, American College Launch IRA Planning Course for AdvisorsThe CE-eligible, self-study program covers planning under the SECURE and CARES acts.
April 07, 2021
4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate PlansTake advantage of today's historically low tax rates to prep clients for future changes to income, estate and payroll taxes.
March 29, 2021
COVID-19 Squeeze on U.S. Adults Tightens: PrudentialProblems with paying bills increased sharply between May and December 2020.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.
February 23, 2021
IRS Gives Tax Filing Relief to Texans Hit by Winter StormsAffected taxpayers also have until June 15 to make IRA contributions for 2020.
February 18, 2021
Do State-Run Mandatory Retirement Plans Help Workers?Researchers examined the OregonSaves program's effect on retirement savings.