IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Roth and roll
By Daniel WilliamsThis year, the year of the Roth conversion, will see an important opportunity for millions of Americans who will be permitted to convert traditional IRAs to Roth IRAs. It's a great opportunity for advisors to do new business with clients.
December 03, 2009
Where's The Rollover? Where's The Conversion?"Where is the rollover and conversion market?" Just about everywhere. There are very few clients who don't have some qualified account somewhere, whether it's an individual retirement account, 401(k), or something else.
December 03, 2009
Where's The Rollover? Where's The Conversion?"Where is the rollover and conversion market?" Just about everywhere. There are very few clients who don't have some qualified account somewhere, whether it's an individual retirement account, 401(k), or something else.
November 19, 2009
Ask the expert: When does the five-year Roth clock stop ticking?This answers the question: When does the five-year Roth IRAclock stop ticking, after which time the Roth IRA owner can take distributions income tax-free?
November 18, 2009
Ask the expert: When does the five-year Roth clock stop ticking?This answers the question: When does the five-year Roth IRAclock stop ticking, after which time the Roth IRA owner can take distributions income tax-free?
August 17, 2009
Boomers not likely to convert to Roth IRAsA survey by USAA found that boomers are forgoing tax-free retirement income by keeping traditional IRAs instead of converting them to Roth IRAs. In 2010, the...
June 30, 2009
Are your clients handing their IRAs to the IRS?Dan Casey, for InvestorGuide.com, warns of 10 ways investors sacrifice their IRAs to the IRS. 1. Failing to understand "stretch" IRAs. With this technique, young beneficiaries can take smaller withdrawals based on their long life
April 30, 2009
What is the best advice you ever received from your advisor?Drawing up a comprehensive plan to get me out of debt. I made bad investments back in the 90s ... I thought I was some kind of wheeler-dealer with property.