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 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

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

By ASPPA Net Staff10/18/2017 • 0 Comments

Seattle Mayor Tim Burgess sent legislation to the Seattle City Council on Oct. 10 that would establish the Seattle Retirement Savings Plan. READ MORE

By Andrew Remo10/13/2017 • 0 Comments

Congressional action has included deliberations and discussions concerning a variety of measures and steps relevant to retirement plans and benefits. READ MORE

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Amid all of the recent talk about Rothification, Cerulli Associates has come out with a report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

A report concerning OregonSaves, the state-run retirement plan run by the Oregon Retirement Savings Board, provides a look at the status of the program as it approaches full implementation. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

The House and Senate returned Sept. 5 from a month-long break facing an extremely busy legislative calendar. READ MORE

By ASPPA Net Staff8/28/2017 • 0 Comments

A court has ruled that a couple who used funds from an early IRA distribution to pay state and federal taxes cannot claim that qualifies as an exception to the penalty for taking an early distribution. READ MORE

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By Nevin Adams8/7/2017 • 0 Comments

The fiduciary regulation got another day in court last week — and, for a change, this time the regulation’s challengers appeared to draw blood. READ MORE

By ASPPA Net Staff8/4/2017 • 0 Comments

The U.S. Treasury’s winding down of the myRA program will cause at least one state-run retirement program to delay its opening. READ MORE

By John Iekel7/28/2017 • 0 Comments

The Treasury Department on July 28 announced that it will begin winding down the myRA program. READ MORE

By John Iekel7/24/2017 • 0 Comments

The Washington State Department of Commerce is updating the rules for the state’s Small Business Retirement Marketplace. READ MORE

By John Iekel7/21/2017 • 0 Comments

The July 1 launch of the Oregon Retirement Savings Program (OregonSaves) pilot has been a success, says a report by the Oregon Retirement Savings Board. READ MORE

By John Iekel7/18/2017 • 0 Comments

The IRS Office of the Chief Counsel has reiterated an earlier IRS statement that Congress did not intend the one-rollover-per-year limit for IRAs to apply when the custodial institution fails. READ MORE

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