Results for "individual retirement accounts (IRAs)"

Displaying 633 results

Sort: Date | Relevance

Author:

12(b)-1 fees pay for more than just hand-holding

February 21, 2010

I have a solution for Lee Feldman's salespeople who are worried about losing their income derived from 12(b)-1 fees (“Keeping 12(b)-1 fees discourages churning,” Feb. 1). All they have to do is tell prospective clients about the many fine...

Moneytree Software introduces Roth IRA conversion, other tools

February 15, 2010

Many of the vendors in the financial planning space have issued updates to their software or introduced entirely new Roth IRA conversion calculators in the last year. Now Money Tree Software has expanded the Roth Conversion Analysis model in...

White House backs Roth IRAs as default pension investment vehicle

February 7, 2010

Retirement savings for workers automatically enrolled in individual retirement accounts under the administration's fiscal 2011 budget proposal would be invested in Roth IRAs — unless they specifically chose a traditional IRA. That detail about...

Tax traps of non-deductible IRA conversion

January 31, 2010

By now, most financial advisers know that when you have after-tax money in an individual retirement account, you can't just convert those funds and pay no tax on the conversion. Instead, when an IRA is partially converted to a Roth IRA, a prorated...

White House looks to ramp up retirement savings programs

January 31, 2010

The Obama administration last week announced plans to require employers to give employees the option of enrolling in direct-deposit individual retirement accounts. At a meeting of the Middle Class Task Force, President Barack Obama and Vice...

Retirement plan groups lobby Congress to allow Roth 401(k) conversions

January 24, 2010

Worried about losing some of the $3 trillion in assets they oversee, defined-contribution-plan administrators have forged a coalition with plan sponsors and retirees to lobby Congress to allow Roth conversions for 401(k) plan participants. The...

BrightScope launches online 401(k) fee tool for advisers

January 24, 2010

BrightScope Inc., a provider of 401(k) plan ratings, last week introduced an online tool that provides investors and financial advisers with personalized data about how much they are paying in fees in retirement plans. The tool can be an asset...

Putnam unveils online IRA tools for financial advisers

January 21, 2010

Putnam Investments has joined the slew of fund companies launching online tools to help financial advisers talk to their clients about whether or not they should convert to a Roth Individual Retirement Account. Starting Jan. 1, higher-income...

Lord Abbett offers discounts on IRAs

January 10, 2010

Lord Abbett & Co. is offering discounts to clients who open an individual retirement account by April 15. The mutual fund company said that it will waive its $10 annual custodial fee for such accounts and will pay FedEx shipping charges for...

Lord Abbett offers discounts on new IRAs

January 5, 2010

Lord Abbett & Co. is offering discounts to clients who open an individual retirement account by April 15. The mutual fund company announced it will waive its $10 annual custodial fee for such accounts, and will pay FedEx shipping charges for...

Roth IRA can affect homebuyer credit

January 3, 2010

The latest version of the tax credit for first-time homebuyers has two new features that may make the credit more widely available, which means more clients with Roth conversion income may be affected. Under the Worker, Homeownership and Business...

Two items to add to Jan. 4 to-do list

November 29, 2009

There are few places in the tax law where one can “undo” an earlier taxable act. Exercising incentive stock options and converting a conventional individual retirement account to a Roth IRA are two of these. Since it's possible to optimize...

Fidelity introduces Roth IRA conversion tool for RIAs, brokers

November 24, 2009

Fidelity Investments introduced a free online Roth IRA conversion calculator Tuesday for its independent registered investment advisers and the broker-dealer clients that clear through National Financial Services LLC. Many technology providers...

Roth IRA conversions 101: The basics of the 2010 rule

November 10, 2009

In retirement, your paycheck might go away, but taxes won't. Still your tax bill can be hard to predict. To have some control over how much you pay the government each year, you should have both taxable and non-taxable accounts from which to...

Rollover firm on a roll

November 8, 2009

The lousy economy hasn't been bad for everyone. More companies and workers have abandoned 401(k) plans amid the downturn, and that has helped Millennium Trust Co. LLC, which provides rollover services to companies that terminate 401(k) plans...

MoneyGuidePro Version 2.2 now available

November 8, 2009

A significant update to the popular financial planning program MoneyGuidePro was rolled out last week. Version 2.2 of the application has several new features, including an internal Roth IRA conversion feature as well as a stand-alone Roth IRA...

New ruling reopens window for taxpayers

October 25, 2009

The suspension of 2009 required-minimum distributions from retirement plans and IRAs was enacted as part of the Worker, Retiree and Employer Recovery Act of 2008, which was signed into law Dec. 23. Although the distribution requirements were...

Convert to a Roth? Decision depends on many unknowns

October 18, 2009

To deal with the “Roth revolution” that starts next year, advisers' best tool may be a crystal ball. Any decision to convert wealthy clients' traditional individual retirement accounts into Roth IRA in 2010 involves assessing current and...

Roth IRA conversion confusion creates opportunity for advisers, Schwab study finds

October 12, 2009

The pending rule changes around Roth IRA conversions present a huge business opportunity for financial advisers to have deeper conversations with clients, according to a new survey by Charles Schwab & Co. Inc. Starting Jan. 1, people making...

“Roth revolution” just around the corner, adviser predicts

October 2, 2009

The elimination of the income limit on Roth IRA conversions starting next year could lead to a “Roth revolution,” according to David Polstra, a partner at the advisory firm Brightworth Private Wealth Counsel. Speaking today at the Investment...

« Previous PageNext Page »

1 ... 27 | 28 | 29 | 30 | 31 | 32

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.