IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Self-Directed 401(k) Balances Surge in Q2: Schwab
By Michael S. Fischer401(k) brokerage accounts that were advised had higher average balances than those that weren't, Schwab reported.
August 26, 2021
Debate: Should Mega Roth IRA Balances Be Capped?Two professors debate whether the IRS should be able to tax any amount of tax-preferred IRAs exceeding an established limit.
August 20, 2021
SEC Charges San Antonio Advisor in $58M Investment ScamThe advisor used investor funds to pay for personal expenses including two weddings and a divorce, the SEC says.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 09, 2021
Workers Are Saving, But Few Feel Very Confident About Retirement: StudyAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
July 29, 2021
IRA Crackdown Talk in Congress Is All BlusterMultimillion-dollar IRAs are a growing benefit for Uncle Sam. Here's why.