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- What to Do with Your 401(k) Now
- The list of mutual funds in your company retirement plan was overwhelming enough ? and that was before the stock market plummeted, and then rallied. Now it may seem as if any move you make could be the wrong one. Snap out of it with this four-step...
- Articles 2009-10-21
Additional Resources
- IRS clears up confusion about direct rollovers to Roth IRAs.(IRAs)
- IRS clears up some confusion about direct rollovers to Roth IRAs. Starting this year, workers can roll over amounts from company plans to Roth IRAs if they have adjusted gross incomes of $100,000 or less. (The $100,000-of-AGI cap ends after 2009.) Th IRS clears up some...
- Research articles 2008-03-20
- Rollovers to Roth IRAs for those over 70 1/2.
- Rollovers to Roth IRAs could become easier for those over 701/2. But only after '04. The Senate has passed a change in the rules governing conversions of traditional IRAs into Roth IRAs. Under the bill, seniors who convert would not have to count...
- Research articles 1998-05-15
- IRAs Being Used for the Wrong Reason; 30% Using IRAs for Wealth Transfer With Tax Consequences, According to Survey by American Skandia
- Business Editors SHELTON, Conn.--BUSINESS WIRE--April 12, 2000 Nearly 30 percent of investors are using their Individual Retirement Accounts IRAs improperly, according to a survey conducted by American Skandia, one of the country's leading distributors of insurance and retirement products. The poll indicated that these investors are planning to...
- Research articles 2000-04-12
- Senate Expands Roth IRAs to Fund IRS Reform
- On May 6, by a vote of 56 to 42, the Senate adopted an amendment by Rep. William Roth (R.-Del.) that will allow many people over 70 and a-half with incomes exceeding $100,000 to convert their traditional Individual Retirement Accounts IRAs to Roth IRAs, which provide for tax-free withdrawals of...
- Research articles 1998-05-22
- WealthHound.com Waives Set Up And 1st Year's Annual Fee For IRAs and Roth IRAs: Now Is The Time To Establish A Savings Plan For The Year 2000
- Business and Technology Editors NEW YORK--BUSINESS WIRE--April 14, 2000 While next week will too late to set up an IRA for 1999, personal finance and prosperity web portal WealthHound.com, Inc. (NQB: WLTH) will waive the set-up fee and first year's annual fee for IRAs and Roth IRAs for...
- Research articles 2000-04-14
- IRS Issues Guidance on Plan Amendments for Deemed IRAs.
- The Economic Growth and Tax Relief Reconciliation Act of 2001 EGTRRA added section 408q of the Internal Revenue Code Code, which allows qualified retirement plan sponsors to offer "Deemed IRAs" under their plans beginning on January 1, 2003. If cont The Economic Growth and Tax...
- Research articles 2003-01-06
- Use IRAs to get around wash-sale rule.(United States Internal Revenue Service)(individual retirement accounts)(Brief Article)
- More on using IRAs to get around the wash-sale rule on losses. The wash-sale rule bars a deduction for a loss on the sale of a security if a nearly identical one is bought within 30 days before or after sale. In our March 14 Tax Letter,...
- Research articles 2003-03-28
- Agents/Cos. split over 'Super IRAs.' (Senate proposal for Individual Retirement Accounts)
- Agents/Cos. Split Over 'Super IRAs' Agents/Cos. Split Over 'Super IRAs'
- Research articles 1991-04-29
- More ABCs on IRAs.(regulations for individual retirement arrangement)
- When the IRS issued its final rules on IRAs nearly two years ago, account owners and heirs who didn't want to draw down their accounts got a reprieve. In addition to simplifying dozens of complex rules, the IRS gave IRA beneficiaries the chance to mi When...
- Research articles 2004-02-01
- Senate Tweaks Roth IRA Rules.(Senate votes to change regulations governing conversions from traditional individual retirement accounts to Roth IRAs)
- The Senate voted earlier this month to change a number of rules governing conversions from traditional individual retirement accounts to Roth IRAs. The Senate voted earlier this month to change a number of rules governing conversions from traditional individual retirement accounts to Roth IRAs.
- Research articles 1998-05-18
- Required year-end payouts from IRAs.(Internal Revenue Service )(Brief Article)
- On required year-end payouts from IRAs for those age 70' and up: On required year-end payouts from IRAs for those age 70' and up:
- Research articles 2003-11-21
- IRS Gives Spouses More Leeway With IRAs.(Internal Revenue Service)
- WHO SAYS the IRS doesn't have a heart? The agency continues to show its warmer side to widows and widowers whose spouses didn't plan their IRAs and 401ks well. A flurry of recent private-letter rulings PLRs have given beneficiaries--even a wannab WHO SAYS the IRS doesn't...
- Research articles 2005-04-01
- Small employers serving up SEP-IRAs
- To avoid bank-breaking administrative costs and help employees save for retirement, some small employers are turning to SEP-IRAs, a crossbreed of a 401k and a profit-sharing plan. There are signs of SEP-IRA growth, at least in new plan launches, possibly among sole-proprietor businesses. Tom McGirr, a vice president at Fidelity...
- Research articles 2006-07-01
- Conversions To Roth IRAs Fell Short In '98.
- Despite a last minute dash by many investors to convert their traditional IRAs to Roth IRAs in December, the number of conversions for 1998 as a whole were lower than many industry analysts expected. Milwaukee, Wis.-based Strong Funds estimated that only 11 percent of...
- Research articles 1999-01-25
- Taxpayers have more flexibility to tap IRAs early.(IRAs)(Individual Retirement Arrangement)(Brief Article)
- Taxpayers have more flexibility to tap their IRAs before age 59'. Payouts can be recomputed annually without triggering a 10% fine. Folks who amortize their IRA balances into substantially equal payments over their life expectancies are able to refigure their annual withdrawals based...
- Research articles 2004-09-24
- Model form for setting up Roth IRAs.
- A model form for setting up Roth IRAs will be available for '98... IRS Form 5305-R, Roth Individual Retirement Trust Account. It can be used by banks, S&Ls, stockbrokers, mutual funds and others to establish Roths. Several IRS rules to note...requirements that must be...
- Research articles 1997-12-12
- Questions about switching to Roth IRAs.
- Readers are asking lots of questions about switching to Roth IRAs. We thought that we would share them with you, together with our answers. Existing IRAs can be switched if adjusted gross income is under $100,000. If done in '98, income on the conversion is spread evenly...
- Research articles 1998-02-20
- Congressional loophole-closer on Roth IRAs.
- A congressional loophole-closer on Roth IRAs passes muster. When Congress set up Roths, owners of existing IRAs could convert them to Roths in '98 and spread the resulting tax due over a four-year period. But a drafting mistake allowed Roth owners who used the four-year spread...
- Research articles 2000-10-27
- Withdrawals after 701/2 from IRAs and plans.
- Withdrawals after 70[fraction one-half] from IRAs and plans will be eased further. In Jan., IRS issued regulations announcing a set of simpler procedures to let many people over age 70[fraction one-half] take less each year from IRAs and plans. The regulations substantially stretched out payout periods...
- Research articles 2001-08-03
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