IRAs

The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.

The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

Notice 2024-55 from the IRS explains exceptions to the additional tax for certain emergencies, and for victims of domestic abuse.

Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.