IRAs

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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.

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.

Be Ready To Answer Questions About Roth Conversions In This Down Market

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

Rollovers Cost Investors More Than $45 Billion, Pew Trusts Find

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Loss of institutional pricing can cut earnings 50% over time, new study discovers.

Optimism Rising That SECURE 2.0 Will Pass, Hiking RMD Age By Year's End

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Lawmakers are now focusing on reconciling Senate and House versions of the legislation.

How Timed Retirement Withdrawals Can Reduce Taxes

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Clients may want to pre-empt the extension in RMD age requirements to save on taxes, two Social Security experts said.

Some Firms Already Flunking The New DOL Rule

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Here's a checklist of what's going wrong and how to “self-correct," according to Fred Reish.

Ed Slott Launches IRA College Program For Advisors

by FA Staff

Slott's course at the American College of Financial Services focuses on the latest retirement and tax planning laws.

In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

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The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

New Rules For Inherited IRAs Impact Bequests

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But planning strategies can lessen the blow, one tax professional says.

Roth Conversions Get More Attractive As Market Slides Toward Bear Territory

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

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