IRAs

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A Bold New Choice For Retirement Security

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This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

New Small Business Retirement Plan Mandate Creates Federal IRA

by FA Staff

Small firms with 10 or more workers would be required to auto-enroll employees in a plan.

FSI Could Ramp Up Another Suit Against DOL Fiduciary Rule

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The trade group's president said its appeals to the Department of Labor have fallen on deaf ears.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

DOL Approves New Rules For Pension-Linked Emergency Savings Accounts

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A new emergency pension account allows employees to take plan withdrawals free of taxes and penalties.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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Unions and consumer groups argue rule is needed to weed out costly conflicts.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

DOL Announces December Hearings On Fiduciary Rule Amid Criticism

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An industry coalition claims the department is rushing hearings before everyone has weighed in.

Former DOL Official Predicts Court Will Strike Down Fiduciary Proposal

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The DOL's new proposal would fail to satisfy the court's previous objections, the former DOL assistant secretary said.

DOL Fiduciary Proposal Allows Class Action Suits Against B-Ds and Insurers

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The private right of action is why the industry fights a fiduciary rule, says attorney Fred Reish.

Annual IRS Hike Of 401(k) Contribution Rises By Only $500

by FA Staff

The increase is much less than the $2,000 hike that savers saw this year.

DOL Fiduciary Proposal Will 'Undoubtedly' Face A Lawsuit, ERISA Attorney Predicts

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Insurance and independent brokerage industries will be hardest hit, Fred Reish says.

DOL Unveils Fiduciary Rule That Regulates Annuity, One-Time Rollover Advice

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The fiduciary rule released today will cut "junk fees" and provide billions in savings, the agency says.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Rollover Advice Surges 150% At Top Wealth Management Firms, Study Says

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Consumer demand and compliance technology are driving recommendations, InvestorCOM found.

Younger Generations Want Advisor Help With Retirement Plans, Cerulli Says

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Plan sponsors need to develop more in-plan advisor services, the research firm says.

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