Results for "individual retirement accounts (IRAs)"

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How advisers can manage IRA rollover risk under the DOL fiduciary rule

January 19, 2018

Advisers need to examine their practices for IRA rollovers in the new fiduciary environment created by the Department of Labor's conflict-of-interest rule. As background, there are three ways an adviser can help a participant with a rollover....

Why aren't clients using QCDs? Help them!

January 17, 2018

The Tax Cuts and Jobs Act is in effect. You can help clients take advantage of tax savings with their IRAs —this is why they have you as an adviser. As far as tax savers go, this one is simple. Use qualified charitable distributions (QCDs)...

Amid seller's market for RIAs, firms must prep for potential sale

January 13, 2018

Last month, at the MarketCounsel Summit in Miami, during a panel discussion about advisory-firm valuations, Rich Gill of Wealth Partners Capital Group cited what might be 2018's most bankable theme in the financial advice space. "Our industry...

Tax reform: 7 essential strategies for financial advisers

January 13, 2018

There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies...

Roth IRAs hit 20 years old on New Year's Day

December 29, 2017

The first day of 2018 will have special meaning for some retirement planners — the 20th anniversary of the Roth IRA. The plans, which allow individuals to contribute after-tax money into an account that they can withdraw from tax-free in retirement,...

Tax reform: Retirement industry dodges bullet as Senate and House bills advance

November 17, 2017

The retirement industry can breathe a collective sigh of relief today as the House and Senate tax bills advance in their respective chambers. Despite all the doomsday talk relative to setting strict limits on pre-tax 401(k) contributions and...

IRS raises 2018 contribution limit for qualified plans to $18,500

October 19, 2017

The Internal Revenue Service has raised the contribution limits for employees who participate in 401(k), 403(b) and most 457 plans to to $18,500 in 2018, up from the current limit of $18,000. The IRS also increased the income ranges for determining...

Thank Richard Thaler for that bigger nest egg

October 10, 2017

If you have a 401(k) plan at work, there's a good chance that you're saving more for retirement because of Richard Thaler. The Nobel Prize for economics tries to recognize important research with far-ranging consequences — but Thaler, awarded...

DOL fiduciary rule: Challenges for RIAs under the BICE

September 29, 2017

On Aug. 31, the Department of Labor proposed to extend the applicability date for the full best-interest contract exemption to July 1, 2019. In all likelihood, that proposal will be finalized before the end of the year. With that in mind, what...

Dividing retirement assets when divorcing abroad

September 25, 2017

The millions of Americans who live and work outside of the United States face unique and challenging planning issues due in large part to their native land's unique tax policies on citizenship-based tax residency and the many special tax and...

Retirement benefits for military families

September 14, 2017

Veterans Day is coming in November, and there are retirement benefits for current military members who could use financial help. Financial advisers should pass this information on to clients and friends who might benefit from one of these retirement...

Where states stand with their retirement plans

September 2, 2017

(Hover over to view details) Source: Georgetown University Center for Retirement Initiatives. Data as of August 2017. *Massachusetts' prototype plan is similar to a multiple employer plan, but the degree of state involvement is less

Trump administration targets class-action right in DOL fiduciary rule, but other legal avenues could remain for investors

August 31, 2017

Even before the Labor Department has finished its review of its fiduciary rule, the Trump administration has made clear that it is targeting a part of the measure that would make it easier for investors to pursue class-action lawsuits against...

DOL fiduciary rule: Transfers of IRAs in the new fiduciary world

July 18, 2017

Advisers to plans, participants and individual retirement accounts are now fiduciaries under the Department of Labor's new regulation and prohibited transaction exemptions. As a general statement, any investment recommendation will be fiduciary...

LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect

July 13, 2017

LPL Financial announced Thursday it plans to roll out a new mutual fund platform to advisers early next year to eliminate perceived conflicts of interest in compensation as the Labor Department's fiduciary rule is set to take full effect. LPL,...

Military benefit allows widows to put $500K into Roth IRA at once

June 26, 2017

Financial advisers working with members of the military often need military-like precision and knowledge of the special circumstances facing service members to help them avoid costly missteps. Last year, Christy Raines, owner of Azimuth Wealth...

Planning Roth conversions during tax reform uncertainty

June 23, 2017

What will 2017 or even 2018 tax rules look like? Going into summertime it's starting to look like any major tax reform may not be effective until 2018. One thing is for sure, though: Roth conversions will be affected, both the conversions already...

Grad students could fund IRAs with stipends under Senate bill

June 19, 2017

A bi-partisan Senate bill that would allow funds from a graduate student's stipend or fellowship to be deposited into an Individual Retirement Account has been introduced by Elizabeth Warren (D-Mass.), Mike Lee (R-Utah), Ron Wyden (D-Ore.) and...

DOL fiduciary rule: When advisers actively seek to use BICE

June 14, 2017

To opponents of the Department of Labor's fiduciary rule, the best-interest contract exemption is something akin to the spawn of Satan. This provision of the rule, which raised investment advice standards in retirement accounts, allows broker-dealers...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

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