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 Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

By ASPPA Net Staff6/23/2017 • 0 Comments

In a blog post on the fiduciary regulation, Fred Reish examines the components of a “best interest” process. READ MORE

By Nevin Adams6/22/2017 • 0 Comments

The Golden State has modified the legislation regarding its state-run auto-IRA program for private sector workers in place, readying the measure for Gov. Jerry Brown’s expected signature. READ MORE

By ASPPA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By John Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well. READ MORE

By Nevin Adams 5/15/2017 • 0 Comments

There’s been a lot of rumbling on and around Capitol Hill about a potential shift to Roth contributions for 401(k) plans as part of tax reform; how might that affect retirement savings? READ MORE

By John Iekel5/5/2017 • 0 Comments

Oregon Treasurer Tobias Read has expressed determination to continue pursuing OregonSaves regardless of the U.S. Senate’s passage of H.J. Res. 66. READ MORE

By Nevin Adams 5/4/2017 • 0 Comments

Having moved to unwind the Obama administration’s safe harbor exempting municipalities’ auto-IRA programs from ERISA, it now looks as though the state-run program version will meet the same fate. READ MORE

By Nevin Adams 5/3/2017 • 0 Comments

The Senate votes May 3 on a measure that would undo the DOL's rules that crafted a safe harbor that exempted states’ auto-IRA programs from ERISA.

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By ASPPA Net Staff4/28/2017 • 0 Comments

Colorado’s proposal to create a state-sponsored retirement savings program for private-sector workers fell short in a vote in the state Senate on April 26. READ MORE

By ASPPA Net Staff3/16/2017 • 0 Comments

The IRS has issued a reminder that the window for contributing to an IRA for 2016 is fast approaching, as is the deadline by which those with traditional IRAs must begin receiving distributions after achieving age 70½. READ MORE

By ASPPA Net Staff3/8/2017 • 0 Comments

Much of the preparation for the Labor Department’s fiduciary regulation has involved a focus on rollover advice — but it now looks like the SEC is gearing up a larger focus as well. READ MORE

By ASPPA Net Staff2/16/2017 • 0 Comments

The U.S. House of Representatives on Feb. 15 passed two resolutions of disapproval to block DOL regulations regarding state-run retirement plans for private sector workers. READ MORE

By John Iekel2/6/2017 • 0 Comments

The Department of Labor’s (DOL) fiduciary rule, as well as other regulations and laws that affect and govern retirement plans, were part of the discussion at the U.S. Chamber of Commerce meeting on Feb. 3. READ MORE

By ASPPA Net Staff2/2/2017 • 0 Comments

The IRS on Jan. 26 issued the updated version of Publication 560, “Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)” for use in preparing 2016 returns. READ MORE

By ASPPA Net Staff1/11/2017 • 0 Comments

A supplement and “jump start” — that was how a Treasury official characterized myRAs, the retirement program the federal government implemented in November 2015. READ MORE

By John Iekel1/4/2017 • 0 Comments

In the second of a two-part series, several experts tell us that MEPs, state plans and financial education are areas in 2017 in which the exuberance of the start of a new year will be especially pronounced.

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By ASPPA Net Staff1/4/2017 • 0 Comments

A new survey finds that Americans are feeling better about their financial situation — though that may be dampening their enthusiasm for good financial resolutions. READ MORE

By John Iekel12/16/2016 • 0 Comments

In the Nov. 15 ASPPA webcast, “What the Election Means to the Retirement Industry,” Brian Graff, CEO of the American Retirement Association and Executive Director of ASPPA, offered his insights on what the industry can expect in the wake of the Nov. 8 elections. READ MORE

By ASPPA Net Staff11/9/2016 • 0 Comments

Plan fiduciaries who acted “in blatant disregard of the express terms of the plan document and of their fiduciary duties” came out on the losing end of a lawsuit. READ MORE

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