IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Industry Groups Press Lawmakers to Pass Secure Act 2.0
By Melanie WaddellIf Secure Act 2.0 fails to get attached to a budget bill, the sweeping retirement bill "will languish" next year, says ERISA attorney Brad Campbell.
November 17, 2022
8 New Stats on How Retirement Savers Have Fared in Rocky MarketsAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 16, 2022
Secure Act 2.0 Could Be Signed Into Law Next MonthJ. Mark Iwry, a retirement official in the Obama-Biden administration, laid out Wednesday where the sweeping retirement bill stands.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.
November 14, 2022
Women Boosting Savings, Investments as They See Recession Ahead: SurveyIn a new survey, 68% of women expect a recession and 92% say they're maintaining or boosting savings.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
October 26, 2022
IRS Faces 2023 Audit of Its Own IRA Enforcement EffortsThe audit could affect clients who take early IRA withdrawals, or who contribute too much.