Results for "individual retirement accounts (IRAs)"

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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...

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...

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...

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...

IRS closes NUA tax loophole

September 27, 2009

The Internal Revenue Service has closed another loophole in the Tax Code. This time, it involves the tax break known as net unrealized appreciation in employer securities. Depending on the appreciation of the company stock an employee has in...

Approach Roth IRA calculators with caution

July 26, 2009

Financial advisers beware: All Roth IRA conversion calculators are not created equal. A calculator — whether found on the web or nestled in a more sophisticated financial planning software package — isn't a bad jumping-off point when trying...

IRS kills 72(t) payment correction request

July 26, 2009

The Internal Revenue Service recently ruled that an improper transfer of funds from an individual retirement account from which the client was taking 72(t) payments triggered the 10% early-withdrawal penalty. In an IRS Private Letter Ruling...

IRS shoots down new Roth IRA ploy

June 21, 2009

When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous provisions. Since then, the Internal Revenue Service repeatedly has taken steps to minimize Roth IRA scams....

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