IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
TIAA Adds Annuity Options in IRAs
By Allison BellThe company is using the buzz around new 401(k) income options to get individual savers' attention.
February 21, 2025
Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?Taxpayers can use a “backdoor” strategy of funding a traditional IRA and converting those funds to a Roth.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance NightmareFailure to update beneficiary designations can result in big surprises later, the two retirement experts warn.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.