Results for "individual retirement accounts (IRAs)"

Displaying 680 results

Sort: Date | Relevance

Author:

Ed Slott: How tax reform impacted popular IRA strategies

May 17, 2019

A month out from the end of tax season, and the effects of tax reform on financial advisers and their clients are increasingly coming into focus. InvestmentNews sat down with Ed Slott, a tax expert and founder of Ed Slott and Co., to discuss...

What happens during the 60 days stays in the 60 days

May 8, 2019

A lottery ticket retirement strategy failed to produce results. In a desperate attempt to pay his debts and stave off bankruptcy, Richard Jones withdrew $50,000 from his IRA and spent $30,000 on lottery tickets. He lost the $30,000 and, within...

When to do a retirement-plan rollover, and when to avoid it

April 26, 2019

During the Department of Labor fiduciary debate, one of the biggest issues was the benefits and drawbacks of rolling 401(k) and other employer-sponsored retirement plans into individual retirement accounts. The government made the argument that...

Alexander Acosta is the Night King from 'Game of Thrones'

May 2, 2019

For those of us who love the HBO series "Game of Thrones" — and I'm guessing that's pretty much everyone reading — one question has nagged for the majority of the show's run: Just who is this Night King guy? We know a few things. The signature...

How should advisers treat rollovers from 401(k)s to IRAs?

May 3, 2019

Recommendations that 401(k) participants take distributions from their plans and roll them over to individual retirement accounts are coming under increasing scrutiny. That scrutiny is focused on both the quality of the recommendation, including...

Top reasons to file a tax extension

April 2, 2019

With less than two weeks to go before the annual April 15 tax-filing deadline, many people are still gathering the necessary financial records or scrambling to come up with the cash needed to pay their tax bill. But neither excuse is a sufficient...

5 things clients learned about Roth conversions this tax season

April 9, 2019

This tax season was the first under the new tax law, the Tax Cuts and Jobs Act. Roth conversions were one of many areas where the actual impact of the changes was seen firsthand as 2018 tax returns were prepared. Here are five items that surprised...

Be sure your clients use nondeductible IRA contributions correctly

March 14, 2019

Back in the day, being a good financial adviser meant building a portfolio that provided investors with a maximum return for the minimum level of risk. Now the role of an adviser has evolved to offering thoughtful advice and guidance on a wide...

Half of Americans approaching retirement have nothing saved

March 27, 2019

The bad news is that almost half of Americans approaching retirement have nothing saved in a 401(k) or other individual account. The good news is that the new estimate, from the U.S. Government Accountability Office, is slightly better than...

Baseball, taxes and retirement destinations

March 11, 2019

My husband is a huge baseball fan. Me, not so much. But I always appreciate it when he forwards articles about his favorite pastime that are relevant to my passion for retirement planning. Case in point: Bryce Harper's decision to sign a record-setting...

Congress, states poised to upend retirement policy

April 8, 2019

Congressional and state politicians are poised to re-engineer the country's retirement system in ways that could have drastic effects on plan advisers and their clients by requiring employers to offer a workplace retirement plan or by instituting...

Were any required minimum distributions missed last year?

February 5, 2019

Yes, advisers all know that required minimum distributions, or RMDs, generally had to be done by the end of last year. Hopefully the ones that you know about were done. But these are some RMDs that often fall through the cracks: Year-of-death...

100% required minimum distributions

March 6, 2019

Can it ever be the case that an individual retirement account's required minimum distribution, or RMD, for a year equals the entire IRA balance? Yes, but that only happens if there is no designated beneficiary. A designated beneficiary means...

When clients work past 70, RMDs are still required — and begrudged

March 8, 2019

When Ron Strobel was an investment adviser in Seattle, many of his clients were Boeing engineers. They loved their jobs and wanted to keep working as long as they could. But when they reached age 70½, they had to take required minimum distributions...

For Silvercrest Asset Management Group, client referrals were gold

December 8, 2018

Silvercrest Asset Management Group is a multi-family-office advisory firm that credits client referrals for much of its growth to $21.3 billion. Founded in 2002, the New York-based advisory firm has clients in 47 states. Richard Hough III, who...

This Miami-based firm has a $50 million minimum

December 8, 2018

It is interesting and rare that half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients. But what's even more interesting is that when the firm launched five years ago, there were no U.S. clients. "Our domestic...

Why the 4% rule may be irrelevant

March 27, 2019

The 4% retirement withdrawal rule has enjoyed a ubiquitous presence in the world of financial planning ever since William Bengen proposed it in 1994. Mr. Bengen's rule states that individuals should withdraw no more than 4% of their retirement...

Small businesses face a big retirement challenge

July 17, 2018

Here is an amazing statistic: Small businesses account for 99.7% of all U.S. firms and employ more than half of all American workers, according to the Small Business Administration. Collectively, small businesses drive the economy, but many...

For Los Angeles-based RIA Aspiriant, growth is crucial yet deliberate

December 8, 2018

Aspiriant is a $12.2 billion advisory firm fueled by grand aspirations of a national network and brand. Rob Francais, CEO of the Los Angeles-based RIA, wants to take independent financial planning down the same path followed by national accounting...

Midwestern magic? RIA assets soared nearly 30% there last year

December 8, 2018

It might be too soon to say that the big coastal cities are losing their mojo, but from a financial planning perspective the latest momentum favors some of the sleepier areas of the Midwest. An InvestmentNews analysis of SEC-registered RIAs...

Next Page »

1 | 2 | 3 | 4 | 5 ... 34

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.