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Roth 401(K) Vs Traditional 401(K)? No Contest
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Retirement experts say the Roth version has it all over the old-school DC plan; employees still not converting, though.
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Market Woes Open Door For Roth Conversions
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Looking for silver linings amid the market gloom? Richard Jackson, principal at advisory firm Schlindwein Associates, in Chicago, says Roth IRA conversions may be it.
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Learning The Hard Way About Re-Investing Inherited IRAs
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Questions and answers.
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Is A Roth IRA Safe From Taxes?
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Congress wouldn’t tax Roth IRAs, would it ? So are higher taxes on Roth accounts also on the way ?
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IRA Mistakes Even Expert Investors Can Make
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There are plenty of hurdles when trying to maximize a client’s retirement savings, making it all the more important to avoid any costly mistakes when managing an IRA.
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IRA In A Living Trust
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An attorney suggests putting my IRA into a trust for my 15-year-old son. Since IRAs must be owned by individuals, I am wondering how that might work ?
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Inherited IRA's: A Sweet Deal
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Inherited individual retirement accounts made news earlier this year when the Senate Finance Committee proposed to make heirs empty them within five years of the benefactor’s death.
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Beware The Beneficiary Form
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Naming the wrong people or failing to update documents can create a mess for your heirs.
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Avoid Beneficiary Designation Errors
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Help ensure that those your client wants to inherit the account assets are the ones who actually do.
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Why Generosity Is Good For You!
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Generosity is no longer the selfless act we’ve long thought it to be. Studies now suggest that one of the biggest benefactors of generosity is the person who is dishing it out.
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