IRS Offers Guidance on After-Tax Rollover Allocations
The proposed regulations address the tax treatment of distributions from designated Roth IRA accounts under tax-favored retirement plans.
More in Retirement Planning
The U.S. Supreme Court will consider giving 401(k) participants more power to sue their plans over investments that impose excessive fees, accepting an appeal tied to a wave of suits against employers. more »
Charles Schwab removed Pimco from its target-date retirement funds after the departure of Bill Gross. more »
Investors should beware when the Tax Code says one thing about real estate in an IRA, but the IRA custodian says another. more »
The rush to shift money to Roth IRAs may be built on bad assumptions. Keep your clients from making a mistake. more »
Nearly a third of investors say they “consciously avoid stocks in long-term investment accounts," according to a new Wells Fargo/Gallup study. more »
How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar more »
Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care. more »
Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions. more »
As clients near retirement, many are eager to address their future cash-flow needs. Based on our reporting, here are some of the best ways advisors can help clients generate income in retirement. more »
The final IRS longevity annuity regulations create an important option for retirees with 401(k), 403(b), 457(b) or IRA accounts who are worried about outliving their assets. Here's what advisors should know about qualified longevity annuity contracts. more »
Americans over 50 are particularly worried about one major threat to their retirement plans and advisors must do more to help, a new survey finds. more »
As people live longer lives, clients are ever more worried about outliving their assets. Advisors are helping them stay calm about maintaining their lifestyles in retirement. more »
Who will take over the practice when you retire? more »
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