Individual Retirement Accounts (IRAs)

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Three Roth conversion traps that should be avoided

Three Roth conversion traps that should be avoided

September 24, 2019

Advisers need to be aware of conversion rules so not to cause extra headaches.

Funding an HSA with an IRA

Funding an HSA with an IRA

September 17, 2019

Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.

Rollovers are all bad! Use only direct transfers

Rollovers are all bad! Use only direct transfers

September 5, 2019

A mistake on a rollover can cost a client their life savings.

Opening an IRA just for alternative investments

Opening an IRA just for alternative investments

August 30, 2019

Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.

Finra bars former Allstate broker for using employee’s IRA money

Finra bars former Allstate broker for using employee’s IRA money

August 28, 2019

Kari Ann Buckles kept $2,264 she was supposed to deposit, Finra says.

5 reasons to keep some funds in traditional IRAs, even for Roth IRA lovers

5 reasons to keep some funds in traditional IRAs, even for Roth IRA lovers

August 19, 2019

Clients can use traditional IRAs to realize tax benefits related to medical expenses, business losses and charitable contributions.

Convergence of retirement and wealth management is next ‘battleground’

Convergence of retirement and wealth management is next ‘battleground’

July 20, 2019

The ultimate goal is to engage all 401(k) participants by offering in-plan financial advice.

Women in two-income households face greatest retirement risk

Women in two-income households face greatest retirement risk

July 16, 2019

Lifestyle creep, under-saving and lower Social Security benefits to blame.

3 aspects of retirement affected by divorce

3 aspects of retirement affected by divorce

July 15, 2019

Rising rate of gray divorce in the U.S. requires financial advisers to understand different planning strategies

The SECURE Act: Completing an unfinished masterpiece

The SECURE Act: Completing an unfinished masterpiece

July 12, 2019

The legislation would address some of the U.S. retirement system's shortfalls, including the millions of Americans who still lack access to plans.

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