IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Divided IRAs: 5 IRS rulings that spell (mostly) good news
By Tom NawrockiThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
November 24, 2014
Top 10 IRA Rollover MistakesThe Internal Revenue Service gave advisors some much needed guidance regarding the ever-challenging issue of rollovers.
November 21, 2014
IRS pushed to crack down on ‘mega IRAs’A GAO report found holders of large IRAs were using alternative investment strategies as tax dodges.
November 19, 2014
IRS Pushed to Crack Down on ‘Mega IRAs’GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
November 18, 2014
AIG jumps in with longevity annuity for IRAsMove follows IRS rule change allowing QLACs in retirement plans.
November 18, 2014
AIG Jumps In With Longevity Annuity for IRAsAIG is the first mover after an IRS rule change that allows QLACs in retirement plans. Other firms are expected to follow soon.
October 02, 2014
Deadline for Undoing IRA Conversions Approaching FastThe deadline for recharacterization of assets that were moved from one form of an IRA to the other is Oct. 15.
September 24, 2014
5 ways to build a Romney-sized IRAIf it seems impossible to amass a fortune in an IRA during you or your client's lifetime, think again.