Updated Wednesday, July 23, 2014 as of 10:21 PM ET
Skirting an IRA Pitfall
Thursday, March 1, 2012
Partner Insights

Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed. A recent IRS announcement provides a temporary reprieve for investors who've signed a cross- collateralization agreement that extends credit between their personal assets and their IRA assets. Whether this relief will be permanent, however, is uncertain, and advisors should pay close attention to IRA agreements.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here