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Benefits in the News > By Subject > IRAs Now Viewing Recent Headlines View Excerpts and Recent Headlines [Official Guidance] Text of IRS Notice 2009-93 Allowing Various Information Statements to Use a Truncated Social Secuity Number (PDF) Considering a Conversion? Roth, That Is Roth IRA Conversions: The Basics of the 2010 Rule [Official Guidance] DOL Advisory Opinion 2009-03A on Certain Transactions or Arrangements Involving an Individual Retirement Account Roth IRA Conversion Mania: My IRA for a Calculator That Works [Opinion] The 401(k): Don't Believe the Hype [Opinion] American Benefits Council Letter to IRS Regarding Partial Rollovers under Notice 2009-68 (PDF) New Roth Conversion Opportunities: Is Converting a Traditional IRA, 403(b) or 401(k) a Smart Move, Unwise or Much Ado About Nothing? Advisers Find Roth IRA Conversion Opportunity a Tough Sell [Guidance Overview] New Roth IRA Conversion Rules for 2010 [Opinion] The Roth IRA: A Savings Vehicle in Which All Earnings, Appreciation, and Interest Can Be Free of Income Tax Forever [Guidance Overview] Penalty for Failure to Disclose Listed Transaction Involving Roth IRA Applies Only to Participating Spouse The Question of Moving 401(k) After-Tax Contributions to a Roth [Official Guidance] Chart of IRS Retirement Plan Limits 2003 - 2010 Deciding Whether a Roth Conversion Is Right [Guidance Overview] Chart of 415, Etc., Limits Updated for News Release IR-2009-94 [Official Guidance] IRS Announces Pension Plan Limitations for 2010; Almost All Remain Unchanged Roth IRA Conversion Confusion Creates Opportunity for Investment Advisors, Study Finds [Official Guidance] IRS 'Employee Plans News' - October 2009 Special Edition (PDF) [Guidance Overview] IRS's Guidance on Tax Treatment of Rollovers from Employer Plans to Roth IRAs [Official Guidance] DOL Advisory Opinion 2009-02A on Estate Planning and IRAs Medicare Bite Tied to Roth Would Be Temporary Roth IRAs And 2010 Conversion Leave Some in The Dark Few Savers Plan to Switch to Roth IRA,Survey Says [Guidance Overview] IRS Guidance on Rollover Notices, Rollovers to Roth IRAs, Automatic Contribution Arrangements and Other Retirement Savings Incentives (PDF) [Guidance Overview] Answers to Readers' Questions About New Rules, Starting Jan. 1, Involving Roth Savings Plans [Guidance Overview] IRS's Additional Guidance on Tax Consequences of Rollovers from Employer Plans to Roth IRAs [Guidance Overview] New Safe Harbor 402(f) Explanations [Guidance Overview] IRS Guidance on Rollovers of Pension Plan Distributions to Roth IRAs [Guidance Overview] IRS Response to President Obama's New Initiative Regarding Retirement Savings [Guidance Overview] IRS Answers to Questions on Taxability of Roth Conversions [Guidance Overview] New IRS Model Rollover Notices [Official Guidance] Text of IRS 'Employee Plans News' for Practitioners - Special Edition September 2009 (PDF) [Official Guidance] Text of IRS 'Retirement News for Employers' - Special Edition September 2009 (PDF) [Official Guidance] Text of IRS Notice 2009-75: Rollovers from Employer Plans to Roth IRAs (PDF) [Official Guidance] Text of IRS Notice 2009-68: Safe Harbor Participant Notices for Eligible Rollover Distributions (PDF) [Official Guidance] Treasury Document: 'Using Your Income Tax Refund to Save By Buying U.S. Savings Bonds' (PDF) [Guidance Overview] Recharacterization Opportunity for Converted Plan or Traditional IRA Funds to Roth in 2008 has Deadline of Oct. 15, 2009 [Guidance Overview] Transfer of Partial IRA Account Balance Subjects Periodic Payments to 10% Penalty [Guidance Overview] Surviving Spouse Could Roll Over Proceeds of Decedent's IRA Into Her Own IRA Because Decedent's IRA Was Not Inherited IRA [Guidance Overview] Retiree's Pension Decision: Lump Sum or Annuity? Most Baby Boomers Not Converting IRAs to Roths [Official Guidance] Summer 2009 Edition of 'Retirement News for Employers' by Internal Revenue Service (PDF) [Guidance Overview] Are Distributions to Nonspouse Beneficiaries Subject to 20% Mandatory Withholding? Taking Advantage of the Required Minimum Distribution Holiday for IRAs [Guidance Overview] Trustee-To-Trustee Transfer of Portion of IRA to New IRA After Substantially Equal Periodic Payments Had Begun Was Modification of Substantially Equal Periodic Payments Retirement Prospects Dim for Many Near-Retirees Who Should Save in a Roth 401(k)? (It's Not Just About Tax Rates) Questions for a Custodian After Scams Hit IRAs [Guidance Overview] IRS Kills Taxpayer's 72(t) Payment Correction Request [Guidance Overview] Borrowing from Retirement Plans Surges [Opinion] Converting an IRA into a Roth? How's Your Crystal Ball? [Guidance Overview] May a Designated Roth Account Be Rolled to a Roth IRA? The Pros and Cons of the Obama IRA [Guidance Overview] IRS Says Transfer Results in a Modification of Stream of Substantially Equal Periodic Payments: PLR 200925044 [Guidance Overview] Tax Court Rules That 72(t) Payment Plan Not Modified When the IRA Holder Took an Additional Distribution for Education [Opinion] Obama Retirement Plan Places Primary Responsibility for Retirement Saving on Households (PDF) IRS Shoots Down New Roth Ploy: Recent Ruling Finds That Transactions Moving Income Were Similar to Those Outlawed Earlier Most Small Employers Would Face Low Costs to Implement Automatic IRAs RothRetirement.com Site Educates on the 2010 Roth IRA Conversion Option Important word about authorship: BenefitsLink® (BenefitsLink.com) provides this page for you, containing selected hypertext links to pages on the web that our editors think will be useful or interesting to you. But BenefitsLink is not the author or publisher of those linked pages (except as expressly indicated). 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