IRAs

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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.

Empower To Buy Prudential's $3.55B Retirement Plan Business

by FA Staff

The acquisition will boost Empower Retirement's participant base to 16.6 million.

The Case For Eliminating RMDs

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Ed Slott says they aren't helpful to policymakers and are a big annoyance to retirees.

TIAA-CREF To Pay $97 Million To Settle N.Y., SEC Fee Probes

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TIAA allegedly pushed customers to move assets from retirement plans to individual accounts that generated higher fees.

Smart Strategies To Beat Biden's Tax Hikes

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It's hard to anticipate tax changes, but these moves might help your clients keep ahead of tax legislation in the Biden era.

State Auto-IRAs Actually Seem To Spur Private-Market Plan Creation, Pew Finds

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The study contradicts fears of a creeping state takeover of private 401(k) plans.

Time Running Out For SECURE 2.0 Passage This Year, State Street Exec Says

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The bill would raise the mandatory age for RMDs and automatically enroll some workers in retirement plans.

Top Senate Democrat Eyes Roth IRA Tax Ploy After Thiel Report

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The proposal would cap Roth contributions for accounts with over $5 million in assets.

Some Advisors Stop Giving Rollover Advice Due To DOL Rule Complexities

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ERISA experts say that other advisors are underestimating the complexities of the new fiduciary rule.

Thiel's $5 Billion Roth IRA Shows Tax Edge, ProPublica Says

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The IRS last audited the PayPal co-founder in 2011.

Why Most Retirements Come At A Disadvantage

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Meme-stock and crypto crazes may be a symptom of inequalities among investors, writes Shuli Ren.

Investors Regret Selling Stocks At Start Of Pandemic, Survey Says

by FA Staff

Pulling out of the market will make it harder for Americans to save for retirement, the report said.

Bill Would Allow Annual Penalty-Free $1,000 Withdrawals From 401(k)s, IRAs

by FA Staff

The bipartisan proposal is designed to give Americans more access to emergency funds.

Bridging The Income Gap For Early Retirees

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As more baby boomers retire, questions arise about how they're going to meet income needs.

New IRS Guidance On IRA Inheritances Clouds Retirement, Tax Planning

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The guidance suggests certain beneficiaries will no longer have 10 years to take distributions from inherited IRAs.

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