Individual Retirement Accounts (IRAs)
Watch breaking news videos and read news updates about Individual Retirement Accounts (IRAs) on investmentnews.com
FSI to fight rollout of auto IRAs
As Illinois pushes ahead with its automatic retirement savings account program, the Financial Services Institute argues the savings plans pose competition to advisers and will work to discourage other states from following suit.
Powerful GOP senator to defend retirement tax incentives
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
Congress set to pass bill giving SEC a budget boost, leaving DOL fiduciary rule alone
The bill preventing a government shutdown includes SEC funding hike and allowance to cut pensions. Left out is language that would have killed the DOL's fiduciary rule.
What qualifies as compensation?
Tax Court case shows what counts for IRA contribution deductibility - and what doesn't
How immigration reform could impact Social Security
President Barack Obama's plan to protect millions of illegal immigrants from deportation not only sparked a political firestorm over his unilateral action but raised questions about the future impact of those newly documented workers on the Social Security system. Under the president's executive
How to avoid a tidal wave of taxes from IRAs
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Americans have a low retirement IQ
More than 75% are clueless when it comes to drawing down income in their golden years.
Corporate bonds fly off the shelves ahead of looming rate hikes
Tuesday's Breakfast with Benjamin features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
Self-directed IRAs hold risks for financial advisers
NASAA warning highlights need for advisers to know the ins and outs of these accounts.
Integrate college, retirement plans
Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.
Making inherited IRAs work after the Supreme Court's Clark decision
Although the assets are not protected from bankruptcy, there are ways to protect them. Legally.
Broker-dealers sound off as AIG leads off with first annuity for 401(k)s
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)
Government workers get first crack at phased retirement
Virtually every survey of American workers finds the majority would like to ease into retirement, perhaps working part time for a few years before calling it quits completely. The problem is, corporate America has been slow to embrace the phased-retirement concept. But that could be changing. The
Retirement plan sponsors want more from advisers
A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey
IRS losing the battle over mega-IRAs as company founders fill retirement accounts with nonpublic stock
Corporate and private equity executives can accumulate millions of dollars in tax-favored retirement accounts, taking advantage of gaps in the law and IRS enforcement, according to a Government Accountability Office study.The Internal Revenue Service has trouble fighting back, because legal
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