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Total: 17 results found.

1. Avoiding The 60 Day Trap When Borrowing From An IRA
(Matching tags: IRA rollovers,IRA,IRS)
  Clients sometimes need cash temporarily and view their Individual Retirement Accounts (IRAs) as the perfect source. This can be a dangerous option unless they follow the 60-day rollover rule. ...
Thursday, September 01, 2016
2. IRAs, Death And Taxes Wins A 4.7-Star Rating
(Matching tags: keebler,IRA,tax planning)
Need a refresher class on advanced IRA planning techniques? Bob Keebler nails it in this class this 4.7-star rated session. While the title of the session title is “IRAs and Roth IRA After ...
Friday, April 01, 2016
3. Can Your Clients Trust Their 401(k) & IRA Investments?
(Matching tags: fiduciary standard,IRA rollovers,IRA,compensation,401(k))
Registered Investment Advisors have long known about the potential for conflicts of interest when commission-based providers offer 401(k) and IRA investments. The Department of Labor has been trying to ...
Wednesday, May 20, 2015
The popularity of alternative investments has sparked an increase in the use of self-directed IRAs by high-net-worth individuals who want to diversify beyond securities and invest in private deals. And, ...
Tuesday, July 22, 2014
Investment News’ Mary Beth Franklin has put together a retirement plan cheat sheet for 2013.   It’s a wonderful and entertaining amalgamation of contribution limit changes and ...
Wednesday, February 06, 2013
The original purpose of an IRA was to give retirees without a company pension plan a simplified option for saving for retirement. Retirement withdrawals from IRAs are mandated to begin at age 70 ½. ...
Friday, October 19, 2012
There’s new pushback on the proposal that IRA advisors be brought under the fiduciary standard. The study used to state that such a rule would raise fees significantly was conducted by the Oliver ...
Tuesday, September 04, 2012
8. Delaying Receipt Of Social Security Benefits Should Be A Targeted Strategy In Retirement Planning
(Matching tags: social security,retirement planning,IRA,401(k))
Clients who put off taking their Social Security benefits not only get a larger check when they do start tapping the fund, they also end up buying an annuity that pays much better in today’s low ...
Sunday, May 27, 2012
9. An Outlier Case Illustrates The Need To Dig Further For Client Information
(Matching tags: retirement planning,IRA,client communications)
In yet another case of how family dynamics affect investment advice, a man who left his pension to his wife. On the surface, this would seem to be a pretty normal state of affairs. The catch is, this man ...
Monday, May 14, 2012
10. Investors Exceeding Roth IRA Income Thresholds May Be Able To Make Indirect Contributions
(Matching tags: IRA,roth ira conversion,tax efficient investing)
A 3.8% tax on investment income scheduled to be effective in 2013 will not affect investors with Roth IRAs. That’s because most Roth investors have income below than the $200,000 threshold for ...
Wednesday, April 25, 2012
11. Most Investors Between 18 And 34 Are Unaware Of The Benefits Of IRA Accounts
(Matching tags: client education,IRA,retirement)
Investors of all ages are not taking full advantage of the benefits of IRA accounts. This means even younger investors could end up short when they reach retirement age. In a recent survey conducted ...
Tuesday, April 03, 2012
In one of the more perplexing legislative chain of events it appears that Senator Max Baucus’ proposal that IRAs must be liquidated within five years of death has met its own death, at least ...
Wednesday, March 21, 2012
13. An New Take On Value Investing: Use Your IRA
(Matching tags: IRA,retirement planning,value investing)
Value investing with your IRA may offer interesting alternatives, especially if you have a self-directed IRA. These IRAs are a bit more flexible than other retirement plans and, as long as certain rules ...
Wednesday, March 14, 2012
Once again, the survey numbers on 401(k) rollovers speak loud and clear -- but ground-level advisors may have trouble believing the conclusions.
Thursday, February 16, 2012
In a recent private letter ruling, the IRS waived the 60-day IRA rollover rule for a surviving spouse who claimed financial illiteracy and duress. However, the wording of Section 408 of the Internal Revenue ...
Wednesday, January 25, 2012
In PLR 201139011, a non-spousal beneficiary was allowed to transfer her inherited qualified plan to an inherited IRA under IRC Sec. 402(c)(11) despite the fact that a lump sum distribution had been taken ...
Thursday, November 10, 2011
17. IRS Offers Forgiveness For Missed SEPP Distribution
(Matching tags: IRA,SEPP,IRS,tax planning)
In a surprising decision by the IRS, a taxpayer who did not take the full amount of a series of equal periodic payments (SEPP) was not considered to have modified the SEPP, saving the taxpayer a 10% early ...
Tuesday, July 26, 2011