February 7, 2012

Baucus' targeting of stretch IRAs a reach, say critics

Claim plan to rejigger taxes on inherited accounts could hurt savers with older spouses; 'a nonstarter'

• Individual retirement accounts (IRAs)

February 5, 2012

Romney's IRA holdings pique interest

By Dan Jamieson

Custodians that specialize in the handling of illiquid securities hope to see more asset flows from the publicity over Mitt Romney's huge IRA. Mr. Romney, the Republican presidential candidate and co-founder of Bain Capital LLC, reportedly holds investments run by Bain worth...

• custodians,
• Individual retirement accounts (IRAs),
• private-equity funds

February 5, 2012

IRA business seen booming

By Darla Mercado

Rollovers into individual retirement accounts will take a bigger share of the retirement market in coming years, with large record keepers such as Fidelity Investments, TIAA-CREF and The Vanguard Group Inc. reaping the benefits. Assets in the U.S. retirement market are projected to ...

• defined contribution plans,
• Fidelity Investments,
• Individual retirement accounts (IRAs),
• rollovers

January 30, 2012

IRA business to boom, but advisers won't see much of it

By Darla Mercado

Large record keepers in the catbird's seat with retirement account assets set to grow by 37% in next four years

• Individual retirement accounts (IRAs)

January 30, 2012

FSI to Labor Dept.: We'll send IRA info ASAP

By Darla Mercado

But broker-dealer group still not convinced applying fiduciary standard to IRA advice necessary

• Individual retirement accounts (IRAs)

January 22, 2012

When decisions are impaired by disability

In following self-imposed restrictions on her IRA distributions, a bipolar investor recently learned from the IRS that her actions would not cause any adverse tax consequences. Here's the story: “John” and “Jane” got divorced, and as part of their agreement, Jane was entitled to...

• Individual retirement accounts (IRAs),
• ING Group,
• retirement planning

January 9, 2012

INsider: Timeline for fiduciary rule slip-sliding away

By Mark Schoeff Jr.

Labor Department now shooting to issue proposal during the first half of the year; request for IRA info could gum up the works

• Individual retirement accounts (IRAs)

January 6, 2012

Will Labor Department's request slow fiduciary proposal?

By Mark Schoeff Jr.

DOL asking industry groups for a bevy of info on IRAs; data to be used in cost-benefit analysis

• Individual retirement accounts (IRAs)

December 11, 2011

When a mom raids her child's IRA

In an unusual private-letter ruling, the Internal Revenue Service recently allowed a 13-year-old beneficiary of her father's company plan assets largely to undo a previously taxed lump-sum distribution and transfer the distributed plan funds to an inherited IRA for the child's benefit.

• Individual retirement accounts (IRAs)

December 11, 2011

House Republicans ask DOL to go easy on retirement plans

By Mark Schoeff Jr.

More than four dozen Republican House members sent a letter to the Labor Department last Monday urging the agency to tread carefully if it includes individual retirement accounts in a new rule that would expand the definition of “fiduciary” for people providing advice to retirement plans....

• Individual retirement accounts (IRAs)