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IRAs

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When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

A New Income ‘Decumulation' Framework

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How financial advisors can add the most value for clients.

Andy Friedman Says SECURE 2.0 Should Pass After Midterms

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The legislation will increase the required minimum distribution age from 72 to 75.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the firm said.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

IRAs, Taxes And Inheritance: Planning Becomes A Family Affair

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Ask clients with excess IRA assets about where they want their money to go.

Why More People Should Be Saving Via Roth 401(k)s

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Roth 401(k)s are a no-brainer when you're young, in a low tax bracket and expect to earn a lot more in the future.

DOL Extends Comment Time, Plans Hearing On Retirement Plan Transactions

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Some companies would miss out on plan transaction exemptions if they've committed crimes.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

Answering Roth Conversion Questions In A Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

GOP Fury Over ESG Triggers Backlash With Pensions At Risk

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The finance industry is arguing that Republican are putting the financial security of U.S. savers in serious jeopardy.

Retirement Savings Reform On Horizon

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Congress is closer to reshaping the nation's retirement laws by approving the SECURE 2.0 and EARN acts.

Taking The Surprise Factor Out Of RMDs

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Help clients take the surprise factor out of distributions from tax-deferred accounts.

Every Serious Couple Should Talk About Spousal IRAs

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Marriage unlocks a way for partners to stay on track for retirement should one person's employment situation change.

What's In The Manchin-Schumer Deal On Taxes, Climate And Energy

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It would amount to the biggest tax hike in years.

Economic Headwinds Are Eroding American Retirement Confidence

by FA Staff

For the first time in several years, retirement confidence fell in BlackRock's "Read on Retirement" survey.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Roth Conversions Get More Attractive As Market Slides

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Rethinking The 4% Rule

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Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

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