IRA Alert

Displaying 218 results
Are Roth conversions after 70½ advisable? 5 factors to consider
RETIREMENT RETIREMENT PLANNING AUG 09, 2018
Are Roth conversions after 70½ advisable? 5 factors to consider

Future tax rates and when the money will be needed are among the things advisers should take into account.

Where does the proposed indexing of capital gains leave retirement accounts?
RETIREMENT RETIREMENT PLANNING AUG 01, 2018
Where does the proposed indexing of capital gains leave retirement accounts?

Retirement savers have also seen the purchasing power of their savings reduced by inflation.

Can inherited IRAs be split in a divorce?
RETIREMENT RETIREMENT PLANNING JUL 16, 2018
Can inherited IRAs be split in a divorce?

A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.

RETIREMENT RETIREMENT PLANNING JUN 08, 2018
Defined-contribution plan loan and hardship distribution rules eased

Advisers need to understand the new rules so they can help clients in need.

RETIREMENT RETIREMENT PLANNING MAY 11, 2018
Divorce 2019: How to use IRAs and 401(k)s to ease future alimony planning

A change in the tax law could now help both parties.

RETIREMENT RETIREMENT PLANNING APR 16, 2018
Post-tax-time IRA checkup

Ensure your clients' individual retirement accounts are set for 2018

RETIREMENT RETIREMENT PLANNING MAR 15, 2018
4 warnings about using back-door Roth IRAs

The strategy allows high-income clients to make contributions to Roth IRAs despite income limits.

RETIREMENT RETIREMENT PLANNING FEB 15, 2018
New tax law provides opportunity for tax-rate arbitrage on Roth IRAs

Some clients could profit from the spread between 2017 and 2018 tax rates.

RETIREMENT RETIREMENT PLANNING JAN 17, 2018
Why aren't clients using QCDs? Help them!

They're now more valuable than ever.

RETIREMENT RETIREMENT PLANNING DEC 05, 2017
Avoid year-end RMD errors on retirement plans

Advisers should understand how rules on IRA rollovers and aggregation affect clients.

RETIREMENT RETIREMENT PLANNING NOV 09, 2017
Prepare clients for an untimely end to Roth conversion do-overs

If the tax bill becomes law, the recharacterization repeal will be effective after 2017

RETIREMENT RETIREMENT PLANNING OCT 13, 2017
Retirement planning challenges under tax reform

Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.

RETIREMENT RETIREMENT PLANNING SEP 14, 2017
Retirement benefits for military families

Help spread the word to clients and friends who might benefit from one of these retirement provisions.

RETIREMENT RETIREMENT PLANNING JUN 23, 2017
Planning Roth conversions during tax reform uncertainty

Financial advisers should use the summer to evaluate all 2016 and 2017 Roth conversions for clients.

RETIREMENT RETIREMENT PLANNING JUN 09, 2017
4 ways to reduce RMD taxes

These strategies can help stave off the increase in taxes that required minimum distributions usually cause.

5 costly inherited IRA mistakes
RETIREMENT RETIREMENT PLANNING MAY 12, 2017
5 costly inherited IRA mistakes

Advisers should have their antennas up when an IRA owner dies and leaves the IRA to a non-spouse beneficiary.

Help clients use qualified charitable distributions to save on taxes
RETIREMENT RETIREMENT PLANNING APR 14, 2017
Help clients use qualified charitable distributions to save on taxes

Advisers need to help RMD clients change the way they give.

RETIREMENT RETIREMENT PLANNING MAR 13, 2017
Donald Trump vs. Bill Clinton: Same age, but different IRA rules

Just like their politics, even IRA required minimum distribution rules apply differently for each of them.

RETIREMENT RETIREMENT PLANNING FEB 14, 2017
How to help millennials avoid big mistakes with their IRAs

Steer young investors away from these common moves that can have a significant negative impact in retirement.

RETIREMENT TAX JAN 19, 2017
Now is the time to review and correct 1099-R tax forms

Identify clients who had these types of retirement distributions and then check for these common errors.