IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Ed Slott: This Big Mistake Sets Up Clients for Inherited IRA Problems
By Ginger SzalaIn a speech to the American Institute of CPAs, the tax expert outlined the nuances of inherited IRAs, especially after the Secure Act.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 22, 2021
New Bill Reshapes Retirement Saver's Credit Into 401(k), IRA Matching ContributionThe legislation also includes a bonus credit of up to $5,000 for money saved over the next five years.
July 21, 2021
Empower to Buy Prudential's Retirement Business for $3.55BEmpower will acquire Prudential's defined contribution, defined benefit, nonqualified and rollover IRA business.
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.