Displaying 55 results
No stretch IRA? No problem
5 reasons why the elimination of the stretch IRA is not the end of the world
Advisers want age to continue to climb for mandatory retirement savings withdrawals
The SECURE Act raised the age to 72 from 70 1/2; another bill would boost it to 75
What will replace the stretch IRA?
In the wake of the SECURE Act, most people who inherit IRAs will be subject to a 10-year rule
Mitigating the 3 common conflicts of AUM fiduciaries
Advisers who use an assets-under-management model should lead with planning and do what’s in the best interest of their clients at all turns
The SECURE Act and open MEPs: Opportunities and threats for advisers
The legislation's green light for open multiple employer plans goes into effect at the start of next year
Advisers expect more Roth conversions under SECURE Act
Clients likely will want to reduce tax burden on inheritors given law's limits on 'stretch IRAs'
Advisers weigh in on SECURE Act, approved by House and on way to Senate and the White House
Advisers like provisions for increasing workplace retirement plans, extending RMD age, but question limits on inherited IRAs
Where does the SECURE Act stand?
The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.
The most misunderstood Roth conversion tax rule
Qualified distributions are the holy grail for Roth IRAs, but there is confusion around the time requirements
Rollovers are all bad! Use only direct transfers
A mistake on a rollover can cost a client their life savings.
How should advisers treat rollovers from 401(k)s to IRAs?
There are certain traps for unwary advisers, such as specific disclosure requirements.
Small businesses face a big retirement challenge
State-backed IRAs offer creative savings solutions for millions of workers.
Who’s keeping track of IRA basis?
IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.
Ed Slott, Ed Slott & Co.
Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.
Distribution holiday has its complications
No required minimum distributions for 2009
