Key Numbers 2018
Key tax and retirement numbers and limits for the 2018 tax year
Retirement Survey: Results Show Increasing Confidence With Planning
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement [...]
ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
Retirement Provisions in the American Taxpayer Relief Act of 2012The American Taxpayer Relief Act of 2012 (ATRA), enacted to avoid the fiscal cliff, includes two [...]
Coming soon to an IRA portfolio near you: Longevity Annuities?
Photo courtesy Margan Zajdowicz. If a significant portion of your retirement assets are held in a retirement account like an IRA, how can you accomplish [...]
All about Self-Directed IRAs
Just because a self-directed IRA allows you to choose certain investments, it doesn't mean that you should. Some investment choices aren't suitable for all investors.Certain [...]
The spousal IRA rule
Generally, you can contribute up to $5,000 to an IRA in 2011 ($6,000 if you'll be age 50 or older by the end of the [...]
Trusteed IRAs
Trusteed IRAs The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax [...]