IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
IRS to Fix Inherited IRA Guidance That Confused Advisors
By Roger WohlnerThose who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.
April 21, 2021
Avoiding an Inherited IRA Tax Time Bomb Under the Secure ActWithout proper planning, the tax consequences of the new "10-year rule" for emptying inherited IRAs can be serious.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 15, 2021
Advising Clients on IRA Contributions After Age 70½The Secure Act removed the age restrictions on traditional IRA contributions. Here's what advisors should know.
April 15, 2021
Bill to Boost RMD Age to 75 Up for Vote in 'Next Few Weeks': Rep. NealThe retirement bill, dubbed the Secure Act 2.0, also increases auto-enrollment and catch-up contributions in 401(k)s.
April 13, 2021
DOL Releases Fiduciary Rule GuidanceThe department has released FAQs for investment professionals and investors.
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.