IRAs
April 15, 2012
When an IRA deduction is denied
In a recent Tax Court case, a taxpayer's $5,000 IRA deduction was disallowed because she and her husband were active participants in company retirement plans, and their joint income exceeded the limit to be able to deduct her IRA contribution. The couple claimed that this was unfair since the...
April 3, 2012
Clients want alts in their IRAs — but advisers' hands are tied
Demand for alternative investments is on the rise, with clients eager to funnel money into real estate, private placements and hedge funds. But with nagging custody issues, plus regulatory warnings, few advisers can meet the growing number of requests.
March 29, 2012
Duh! Young adults clueless about IRAs, survey finds
No idea about tax benefits of the accounts, or maximum contributions
March 19, 2012
'Transformative events' shape client's financial thinking, survey finds
Upper-middle class more worried about life's big moments than the next 12 months
March 18, 2012
Breaking up is hard to do - especially with annuities
When a client came to his office bearing her new divorce decree, adviser Dale Russell became the bearer of bad news. During the divorce proceedings, the couple's lawyers decided that their chief financial asset, a $500,000 variable annuity inside one of their individual retirement...
March 18, 2012
Paying the Roth conversion tax
Certified public accountants across the country who are preparing 2011 tax returns are seeing clients who don't have the money to pay the first half of the 2010 Roth conversion tax now due. As a result, they need options to present to their clients. As you probably...
March 13, 2012
FSI lays into Labor Department on fiduciary proposal
Advocacy group demands update on rule revamping; 'withdraw and re-propose, not withdraw and walk away'
March 4, 2012
Industry stiffs DOL on request for IRA data in fiduciary analysis
The financial industry is butting heads with the Labor Department over providing data for a cost-benefit study related to IRAs. Industry groups had pressured the agency to justify new rules by conducting the study but now are reluctant or unable to produce the data, which would be...
February 27, 2012
Industry groups to DOL on fiduciary data collection: Sorry, we can't help
Labor Department is seeking details on their members' IRAs
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