IRAs

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B-Ds Advised To Consider Monitoring Riskier Rollover Investments

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Investment monitoring may in some cases be required under DOL fiduciary rule, compliance specialist Fred Reish said.

Roth Conversions Take Centerstage After Market Downturn, Advisors Say

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Converting during market declines can mean lower tax bills and tax-free rebounds, but they're not right for everyone.

New IRS Proposed RMD Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Stomach-Churning Stock Swings Draw Red Line Under The 'Big' In Big Tech

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The unprecedented slide in shares of Facebook's parent is hitting low-cost index funds, ETFs and 401(k) favorites.

Insurance Agent Suit Against DOL Rule Takes Industry Execs By Surprise

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The action further adds to the confusion surrounding the rule, which officially started to be enforced this week.

CAPTRUST Acquires $105B N.J. Competitor PEI

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Portfolio Evaluations is the third institutional-focused firm that Raleigh, N.C.-based CAPTRUST added in the past year.

DOL Warns Firms About Conflicts Lurking In Payout Grids

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The department says the grids might push advisors to recommend more expensive products.

Expect SEC, DOL To Align Advice Standards In 2022, Says Morningstar's Szapiro

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Advisors will have to possibly explain transactions to both the SEC and the DOL.

House Lawmakers Introduce Bipartisan Disaster Retirement Savings Act

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The proposal would allow for emergency withdrawals if the President issues a Federal disaster declaration.

More Than A Third Of Consumers Get Financial Advice Online, NAPFA Finds

by FA Staff

And 60% of those who do get advice act on it, said the association in a new study.

Goldman Sachs Says Young U.S. Workers Are Plotting Early Retirements

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A quarter of Gen Zers want to retire before age 55, said a Goldman Sachs Asset Management survey.

Inherited IRAs: What Clients And Their Heirs Need To Know

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Make sure they limit how much their heirs owe in taxes when the IRA comes into their possession.

IRS Raises 401(k), Roth Contribution Limits

by FA Staff

The agency, however, chose not to increase contribution limits for IRAs.

It's Now Or Never For Backdoor Roths,

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Congress wants to ban them after this year.

As Inflation Rises, So Do Adjustments On A Host Of Tax Provisions

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New IRS provisions will offer taxpayers extra benefits come 2023.

Time Is Running Out To Use Ed Slott's 'Mega-QCD' Strategy

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Ed Slott's "mega-QCD" strategy could lower taxes and required minimum distributions for retirement-age clients.

New Tax Proposal Could Chill Use Of Trusts In Estate Planning

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A Build Back Better Act provision could derail the use of trusts to pass wealth. Here's a potential solution.

IRS Raises 401(k), Roth Contribution Limits

by FA Staff

The agency, however, chose not to increase contribution limits for IRAs.

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