Individual Retirement Accounts (IRAs)
Watch breaking news videos and read news updates about Individual Retirement Accounts (IRAs) on investmentnews.com
To Roth (IRA) or not to Roth, that is the question
Although Roth IRAs have been available since 1997, changes in recent years to the U.S. tax code have made these retirement savings accounts more popular than ever. Here, with apologies to the Bard, are some pointers for advisers.
IRS: Only one IRA rollover per year
The agency changes course after Tax Court ruling; it will pull proposed regulation.
IRS targeting IRA rollovers after Tax Court ruling
Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation.
Great-West Financial to acquire J.P. Morgan retirement unit
Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.
Finra complaint highlights epidemic of abused trust
All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
File and suspend won't be suspended … just yet
Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe – for now.
Reader reacts: Investors must know 401(k) rollover options
Moving assets into an IRA is just one of many options investors should consider
A warning on multiple IRA rollovers
Tax Court: "Once a year' rollover rule applies to all of a taxpayer's individual retirement accounts.
Small retirement plan fiduciaries drowning in new fee disclosures
Documents are way too long, information is split up among multiple documents, and the legalese is mystifying
The next level of retirement plan service: Fee policy statements for 401(k)s
The next level of retirement plan service and risk management is here: establishing fee policy statements for 401(k) plans. Financial advisers who specialize in retirement plans are finding new ways to distinguish themselves from their competitors, upping the ante in service. Specifically, they're
Navigating 401(k) rollovers
For investment advisers, providing guidance to retirement plan participants about moving money from an employer-sponsored plan to other investment vehicles is like swimming in murky waters.
Advisers' role in target date funds grows more complex
From their humble beginnings more than two decades ago with the 1993 launch of Barclays Global Investors' LifePath Portfolios, target date funds are rapidly taking over the defined-contribution world.
Millennial investors shun stocks, survey says
Challenge for advisers working with these clients is to warm them up to risk.
IRA rollovers offer a huge opportunity
IRA rollovers represent a huge and growing market, and there are many retirement plan participants seeking help with their rollover decisions.
Explore your opportunities and be informed for your next move.
February 27, 2014