IRAs

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Mega-IRA Tax Changes Resurface In Draft Of U.S. House Bill

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Concerns mount that wealthy Americans are using retirement accounts as powerful tax-avoidance vehicles.

Rich Clients Could Lose Their Roth IRA Wealth-Creation Tool

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Democratic lawmakers are trying to outlaw the use of Roth IRAs to create massive wealth.

Roth Conversions, Stepped-Up Basis Survive Biden's Economic Plan

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President Biden's scaled down economic package retains tools favored by many financial advisors.

SEC Going After RIAs Who Collect Fees On Neglected 'Orphan' Accounts

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A Michigan firm was fined nearly $1 million recently for reaping thousands in fees on forgotten accounts.

How To Succeed In Retirement By Reducing Taxes

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The biggest enemy of maximizing retirement income is taxes.

DOL Delays Enforcement Of Rollover Fiduciary Rules Until 2022

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The agency, under pressure from industry groups, moved full enforcement of the rules from December to February.

New Strategy Links Social Security, IRA Withdrawals, Minimizes Taxes In Retirement

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The strategy uses Roth IRAs to maximize tax savings on mandatory withdrawals and Social Security payments.

Ed Slott Urges Advisors To Act Before Tax Hammer Strikes

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It's better to plan now in case recently unveiled tax proposals become law before year's end, the consultant said.

The Hottest Tax Break For The Rich Is A Middle-Class Retirement Account

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More than $279 billion sits in mega-IRAs, individual retirement accounts with at least $5 million each.

Steps Retirement Plan Advisors Can Take To Stop Hackers

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A retirement plan services executive offers a checklist for preventing data theft.

Congress Considers Mandatory Retirement Plans, Auto Enrollment, Annuity Options

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Small businesses would be required to offer a workplace retirement savings plan under the proposals.

Moving Assets To A Tax-Free World

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These three strategies could help clients weather an increase in rates.

How The 'Backdoor Roth IRA' Can Benefit Some High-Income Clients

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It's a legal way to sidestep income restrictions, but it's also not for everyone.

Smart Ways To Move Clients' Assets To A Tax-Free World

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Here are three strategies to move clients' assets beyond the reach of the IRS.

Delaying Retirement Income No Longer Makes Sense, Ed Slott Says

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Under new rules, clients should be taking taxable income or distributions sooner rather than later, he said.

Retirement Savings Accounts Reach Record Highs, Fidelity Says

by FA Staff

The pandemic hasn't deterred people from pouring money into their retirement savings, a Fidelity report says.

There Are More 401(k) And IRA Millionaires Than Ever

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The number of 401(k) accounts of $1 million or more grew 84% year over year at Fidelity.

Trade Groups Mull Asking DOL To Further Delay Fiduciary Rule Enforcement

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The rule puts restrictions on when advisors can profit from retirement plan investment or rollover advice.

Why Ed Slott Thinks RMDs Should Be Eliminated

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They aren't helpful to policymakers and are a big annoyance to retirees, he said.

New IRA Product Allows For Tax-Free Bitcoin Mining

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The benefit of mining through an IRA is that coins minted would be exempt from income taxes.

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