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 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.

READ MORE

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

By ASPPA Net Staff11/1/2016 • 0 Comments

Regulatory Paul Reveres are sounding the clarion call about the impending effective date of the Department of Labor’s fiduciary rule; a recent paper offers ideas on preparing for the rule’s April 10, 2017 effective date. READ MORE

By John Iekel10/27/2016 • 0 Comments

The IRS on Oct. 27 in Notice 2016-62 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. READ MORE

By ASPPA Net Staff10/21/2016 • 0 Comments

The IRS has announced that 401(k)s and similar employer-sponsored retirement plans can make loans and hardship distributions to victims of Hurricane Matthew and members of their families. READ MORE

By ASPPA Net Staff10/14/2016 • 0 Comments

They may not have very much in common, but the two major party presidential candidates seem to be on the same page when it comes to state-run auto-IRA programs. READ MORE

By Nevin Adams 10/6/2016 • 0 Comments

While the industry has spent a lot of time, energy, effort and money getting ready for the Labor Department’s fiduciary regulation, four of the nation’s leading ERISA legal experts offer some final words of counsel — and caution. READ MORE

By Andrew Remo9/22/2016 • 0 Comments

The Senate Finance Committee has cleared two pieces of retirement legislation that are now pending before the full Senate, including one that includes a new brand of multiple employer plan (MEP) for the private sector. READ MORE

By ASPPA Net Staff9/14/2016 • 0 Comments

A recent paper argues that while there are challenges regarding retirement saving, the sky is far from falling — and in fact there is much good news. READ MORE

By Nevin Adams 9/13/2016 • 0 Comments

A new plan sponsor survey offers insights into the issues regarding retirement income adoption by workplace retirement plans, which service providers may find instructive regarding plan needs. READ MORE

By ASPPA Net Staff8/30/2016 • 0 Comments

The IRS on Aug. 30 announced a significant relaxation in the restrictions that normally apply to plan loans and hardship distributions to Louisiana flood victims and members of their families. READ MORE

By Nevin Adams 8/26/2016 • 0 Comments

A new study looks at the benefits of both — and calls into question the conventional wisdom on who benefits most, and how participants should approach those options. READ MORE

By ASPPA Net Staff8/25/2016 • 0 Comments

The IRS recently issued its 2016-17 Priority Guidance Plan, and it contains an array of goals for projects relevant to retirement plans. READ MORE

By Nevin Adams8/24/2016 • 0 Comments

The IRS has provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day rollover window. READ MORE

By ASPPA Net Staff8/4/2016 • 0 Comments

There is qualified good news for retirement plans based on results concerning second quarter and July performance, according to two recent analyses. READ MORE

By John Iekel7/12/2016 • 0 Comments

In private letter ruling (PLR) 201628006, released on July 8, the IRS says that the required minimum distribution (RMD) rules apply to a designated IRA beneficiary even though a state court modified the beneficiary designations. READ MORE

«« First |1 2 3 4 5 6 | Last ››