IRAs
Read about the latest individual retirement news and developments, including insights into successful IRA planning and IRA investment strategies.
Tax Penalty Exceptions: Early Distributions From IRAs
By Andrew RiceDon’t overlook exceptions to the 10% tax penalty on early distributions from IRAs; they can save your clients a bundle if they need to tap their retirement account early.
October 19, 2010
Small Business Bill, DOL Fee Rule, Roth IRAs Are Top Issues at ASPPA AnnualThe small business bill, DOL's final 401(k) fee disclosure rules and Roth IRA conversions were issues on the minds of retirement and pension professionals during the ASPPA annual conference in National Harbor, Md.
October 05, 2010
EBRI, ICI Data Show Savers Maxing Out IRA ContributionsIn September, the Employee Benefit Research Institute released its first report based on the EBRI IRA Database.
June 17, 2010
Advisors Not Educating Clients On Roth ConversionIt's well-reported now that January's much-anticipated rule changes for Roth IRAs didn't resonate with boomers. A recent survey found that advisors are doing little to...
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 04, 2010
Confusion Clouds 401(k)-to-Roth Conversions, Fidelity Survey SaysMore than half of investors who hold old 401(k)s with former employers aren't clear whether those assets can be converted to Roth IRAs, according to findings from Fidelity Investments.
April 14, 2010
Three strategies for direct mail successPlanning your message is an essential step toward your success.
April 08, 2010
Investors Pump Cash Into IRAs Before Tax Deadline, Fidelity FindsAnnual survey gives snapshot into April frenzy