IRAs

This section covers the rules, regulations and restrictions for traditional and Roth IRAs, as well as other types of individual retirement planning options like SIMPLE plans, SEPs and Keough plans. 



IRAs

IRAs

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS has issued a revised version of its comprehensive brochure on the retirement plan checkup material it makes available for plan sponsors. READ MORE

By Ted Godbout1/18/2018 • 0 Comments

Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI. READ MORE

By John Iekel 1/10/2018 • 0 Comments

Sen. Sheldon Whitehouse (D-RI) will join the Senate Finance Committee, Senate Minority Leader Chuck Schumer (D-NY) announced Jan. 9. READ MORE

By John Iekel 12/27/2017 • 0 Comments

U.S. retirement assets grew in the third quarter of 2017, according to a recent report, reaching $27.2 trillion by Sept. 30. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Congressional Republicans and President Trump are on the verge of enacting broad-based tax reform legislation. READ MORE

By Ted Godbout, Nevin Adams 12/18/2017 • 0 Comments

Congressional negotiators agreed on the final tax reform bill Dec. 15, but they had to make additional changes to pick up support from wavering members. How did retirement plans fare? READ MORE

By Ted Godbout12/12/2017 • 0 Comments

House Ways & Means Committee Chairman Kevin Brady (R-TX) has announced that House and Senate conferees will hold an open meeting on Dec. 13 to begin reconciling the chambers’ versions of tax reform. READ MORE

By John Iekel12/5/2017 • 0 Comments

IRAs play an increasingly large and important role in bolstering retirement readiness, says a recent analysis — and rollovers are a critical part of that vitality. READ MORE

By Ted Godbout12/4/2017 • 0 Comments

After a long and sometimes heated debate, the Senate took a major step toward enactment of landmark tax reform legislation, approving its version of the Tax Cuts and Jobs Act (H.R. 1) at nearly 2:00 a.m. Saturday, Dec. 2. READ MORE

By ASPPA Net Staff11/29/2017 • 0 Comments

Legislation has been introduced in the U.S. House of Representatives that would boost the cashout limit for retirement plans, which its sponsors say will help make it easier for small businesses to offer retirement plans. READ MORE

By Ted Godbout11/27/2017 • 0 Comments

As we all emerge from our turkey-induced food coma, all eyes will now be on the U.S. Senate, as Congress returns from its Thanksgiving break to make the final push to approve tax reform by the end of the year. READ MORE

By John Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions. READ MORE

By Ted Godbout11/17/2017 • 0 Comments

On Capitol Hill on Nov. 16 both the House and Senate took major steps toward completing the much-anticipated tax reform overhaul. READ MORE

By Nevin Adams 11/15/2017 • 0 Comments

Late last night, Senate Finance Committee Chairman Orrin Hatch (R-UT) released a modified chairman’s mark for the Tax Cuts and Jobs Act, with — mostly — good news for retirement plans. READ MORE

By John Iekel11/14/2017 • 0 Comments

Retirement benefits are on the agenda in the IRS’ recently released 2017-2018 Priority Guidance Plan. READ MORE

By Nevin Adams11/13/2017 • 0 Comments

A weekend of lobbying on Capitol Hill has yielded some encouraging news on tax reform – but serious problems remain for retirement plans. READ MORE

By John Iekel11/13/2017 • 0 Comments

A recent blog entry discusses what it can mean for an erstwhile employer when a former employee fails to roll their funds out of the plan into one offered by their new employer or into an IRA. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

While tax reform is still very much a work in progress, there was a lot of good news for retirement plans and retirement savers yesterday. But there were also a couple of unwelcome surprises, particularly for 403(b) and 457(b) plans. READ MORE

By Nevin Adams11/1/2017 • 0 Comments

Apparently we’ll have to wait another day to find out what House Republicans have in mind for tax reform. READ MORE

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