Individual Retirement Accounts (IRAs)
Watch breaking news videos and read news updates about Individual Retirement Accounts (IRAs) on investmentnews.com
Attorney learns the wrong way to deduct IRA losses
Given the recent market volatility, advisers have questioned whether you can deduct losses incurred within an IRA. The answer is no. Losses as well as gains are never recognized within an IRA.That was always the case, but that didn't stop an attorney from testing this in a recent tax court case. He
Republicans want to see cost-benefit analysis before SEC proceeds on fiduciary
Today's hearing on 2016 budget discussed the DOL rule as well, with a lawmaker asking Chairwoman Mary Jo White, 'Why are you allowing the Labor Department to take over your territory?'
DOL proposes rule to grease wheels for states to set up private-sector retirement programs
Labor Secretary Perez says proposal would validate approach that states like Illinois, California and Oregon are taking.
Baby boomers, shift to 401(k)s will send megabucks to advisers by 2020
New report forecasts $1.5T will flow to defined contribution and retail investment markets.
Fiduciary liability unclear when selecting and monitoring default retirement investments
Plan sponsors appreciate auto enrollment and qualified default investments, but there are imperfect fits at the individual participant level.
Time to expand the tool kit for delivering retirement income
Current retirement income products miss the mark in striking an optimal balance between investment opportunity and income protection.
12 predictions about what the Labor Department's fiduciary rule will look like when implemented
Predictions on what the Labor Department's fiduciary rule will look like when implemented, and when that implementation might occur.
Government officially launches 'myRA' program for retirement savings
Plan will be available for those earning a single income below $131,000 a year or $193,000 for married couples.
Democrats torn between Obama, financial industry on DOL fiduciary rule
Latest letter threatens to slow the rule-making process while time runs down on the current administration.
BlackRock launches retirement income calculator
Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.
The best- and worst-performing target date funds
Best Practices The 3rd annual Best Practices Awards and Workshop was held Oct 13 and was an opportunity for elite advisers to take a deep dive into the 2015 Adviser Comp & Staffing Study results, and learn the top firms excelling in human capital management and technology. Stay tuned for 2016
Bill to stop DOL fiduciary rule poised to pass House today
Measure that would force DOL to halt its efforts until the SEC acts would move to the Senate next, but Obama threatens a veto.
NAPFA leader claims 'moral high ground' in fiduciary fight
Organization wants to strengthen its lobbying punch to counter the likes of NAIFA and others that oppose a clients'-best-interests rule.
How to avoid year-end RMD errors
An expert's list of common mistakes advisers make when helping clients take required distributions
Pension trade group believes DOL fiduciary rule is all but inevitable
American Society of Pension Professionals and Actuaries now plans to shape -- not kill -- the proposal.