Correction to June column
- Clock ticking for non-spouse retirement plan beneficiaries. Roginski, Dennis // Journal of Business (10756124);10/11/2007, Vol. 22 Issue 21, pB4
The article reports that beneficiaries of non-spouse retirement plans in the U.S. have until December 31, 2007 to transfer the funds. If beneficiaries miss the deadline, they may be forced to abide by the distribution rules of the company plan. Until the deadline, beneficiaries are allowed to do...
- ask the adviser. // Consumer Reports Money Adviser;Apr2012, Vol. 9 Issue 4, p16
This article presents questions and answers related to financial planning and personal finances on topics including inherited Roth individual retirement account (IRA) distributions, credit-card insurance, and use of Home Equity Conversion Mortgages for house purchase after retirement.
- Adviser Opportunity in Rollovers. Ackermann, Matt // American Banker;9/22/2010, Vol. 175 Issue 146, p10
The author reports that a majority of high-balance retirement plan participants are not staying with their original investment advisors when they roll their money over to an individual retirement account (IRA).
- Share Your "Bounty" with Your Loved Ones. Jones, Edward // Burnet Bulletin (Texas);11/12/2014, Vol. 141 Issue 47, p2
The article offers suggestions on various ways Americans could share their financial blessings with their family which include giving money to fund their individual retirement accounts (IRAs), investing in a college savings vehicle such as the 529 plan, and involving them with their estate plans.
- Note From The Editor. Lipp, Susan R. // Trusts & Estates;Jun2015, Vol. 154 Issue 6, p2
An introduction is presented in which the editor discusses several reports published within the issue on topics including strategies to maximize income and estate tax savings, estates and trusts planning, and ways for adding beneficiary in a individual retirement account.
- Play it safe with multiple Roth IRAs. // Consumer Reports Money Adviser;Aug2011, Vol. 8 Issue 8, p7
The article presents advice on minimizing taxes when converting a traditional individual retirement account (IRA) to a Roth IRA. Consumers can convert a single IRA into multiple Roth IRAs, each containing a different type of investment. Those Roth IRAs whose investments perform poorly can then...
- Retirement Planning and the Web. Gregory, Kip // On Wall Street;Jun2003, Vol. 13 Issue 6, p77
Presents several suggestions on using Web sites to prospect for new business by positioning one's self as a retirement planning expert. Features of the Google toolbar; Pointers in staying ahead of prospective investors.
- Saving, Just Not With IRAs. Singh, Lisa // Advisor Today;Apr2007, Vol. 102 Issue 4, p33
The article reports on the importance of educating young investors concerning individual retirement accounts (IRA) in the U.S. It was inferred that 80% of these investors are saving for retirement, however, only 40% have IRA. According to the results of the study conducted by Charles Schwab &...
- The Roth 401(k) and Financial Planning Strategies. Lauricella, Leonard J. // CPA Journal;May2006, Vol. 76 Issue 5, p56
The article focuses on Roth 401k and other financial planning strategies in the U.S. Nondeductible contributions of Roth individual retirement account (IRA) up to the same limits as other IRA would be entirely tax-free. Roth 401k is compared with Roth IRA. It said that the Proposed Regulation...