Results for "individual retirement accounts (IRAs)"

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Check those beneficiary forms

February 28, 2010

The beneficiary form is the single most important estate-planning document of individual retirement accounts and Roth IRAs, determining the ultimate value of the accounts, who ends up with the money and for how long. Every custodian has its...

Roth conversions taking off in 2010

February 28, 2010

Upper-income investors are taking advantage of a change in the tax law and rushing to convert their traditional individual retirement accounts or old 401(k) plans into Roth IRAs, according to an informal survey of investment companies. New rules...

Convert existing IRAs into multiple Roths

February 28, 2010

Roth IRA conversions should be discussed with most investors this year as part of their overall retirement planning strategy. Odds are, many clients will be unsure about whether a Roth conversion is suitable for them. If so, they should be reminded...

Roth apathy is the real gamble

February 28, 2010

In his Other Voices article “Roth conversions: The gamble of a lifetime” (InvestmentNews, Feb. 1) Andrew Rice raises several concerns about advisers' and clients' rushing headlong into a Roth conversion without stopping to consider the potential...

Obama looks to crack down on abuses in 401(k) advice biz

February 26, 2010

The Obama administration on Friday is proposing regulations aimed at protecting workers' retirement savings. The safeguards would protect workers from conflicts of interest on the part of financial advisers who manage their 401(k)s and individual...

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...

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...

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...

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...

Skewed IRA, 401(k) data present window for advisers

November 24, 2009

Government estimates about how much investors withdraw from their 401(k)s and IRAs are probably way off — maybe by hundreds of millions of dollars, according to a report published yesterday by the Investment Company Institute. This is significant...

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...

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