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IRAs


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Why IRA Holders Need to Scrutinize IRS Form 5498
Tax Reform: Comparison of House and Senate Tax Cuts and Jobs Act Versions (PDF)
[Guidance Overview] The DOL Fiduciary Rule: Charting a Course, Avoiding Collisions and Potential Litigation, Part 4
Senate Passes Tax Reform; Certain Savings Arrangements Impacted
New Tax Bill: No More Roth IRA Do-Overs
The Role of IRAs in U.S. Households' Saving for Retirement, 2017 (PDF)
[Guidance Overview] DOL Extends Transition Period for Fiduciary Rule Exemptions
[Official Guidance] Text of EBSA Extension of Transition Period and Delay of Applicability Dates for BICE and other Prohibited Transaction Exemptions
Roth IRAs: Favored for Annual Contributions, Neglected for Rollovers from Company Plans
[Guidance Overview] Puerto Rico Treasury Department Issues Post-Hurricane Rules for Qualified Retirement Plan and IRA Distributions and Loans
60-Day Rollovers: What Happens When Multiple Checks Have Been Issued?
Employer Retirement Plans Comparison for Small Businesses, 2018 Plan Year
Average 401(k) and IRA Balances Climb, Hitting Record Levels
Should Roth IRA Investment Fees Be Paid Personally, or Deducted from the IRA Account?
Spousal Rollover Rules for Inherited Roth and Traditional IRAs
October Retirement Deadlines
401(k) and IRA Holdings in 2016: An Update from the Federal Reserve's 2016 Survey of Consumer Finances
An 'Exception' That Can Delay RMDs from 401(k)s
Leveraging: A Hidden Advantage of Roth 401(k) Accounts
The DOL Fiduciary Rule: Issues to Consider If You Advise IRAs
[Official Guidance] Text of IRS Publication 3125: An Important Message for Taxpayers with IRAs -- The IRS Does Not 'Approve' IRA Investments (PDF)
A Fiduciary Rule Guide for Advisors
IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation: 2015 Update of the EBRI IRA Database (PDF)
Reputation Rather Than Fees Drives Most IRA-to-IRA Transfers
Replace the Stretch IRA?
Why Do People Move from One IRA Sponsor to Another?
[Official Guidance] Text of DOL Proposed Extension of Transition Period and Delay of Applicability Dates for BICE and other PTEs
[Official Guidance] IRS Publication 1220: Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G for Tax Year 2017 (PDF)
Interesting Angles on the DOL's Fiduciary Rule, Part 2
[Discussion] Treat Required Minimum Distribution as a Qualified Charitable Distribution?
Transferring IRA Money to a Health Savings Account
Close Is Not Enough When It Comes to the 10% Penalty
Key Rules for Non-Spouse Beneficiaries
Leaving an IRA to Charity
The Trusteed IRA vs. Using a Trust as IRA Beneficiary
So You're the New Owner of an Existing Inherited IRA
Tax Traps of Non-Conventional IRA Investments
Newborns Would Save $2.2 Million for Retirement with This Idea
[Official Guidance] Text of IRS Chief Counsel Memo 2017-18: Rollover of IRA Distributions from Failed Financial Institution (PDF)
[Opinion] OregonSaves will Force Large Employers to Redirect Costs
Military Benefit Allows Widows to Put $500K Into Roth IRA at One Time
How Do Distributions from Retirement Accounts Respond to Early Withdrawal Penalties?
Retirement Assets Total $26.1 Trillion in First Quarter 2017
The IRA Investor Profile: Roth IRA Investors' Activity, 2007-2015 (PDF)
The IRA Investor Profile: Traditional IRA Investors' Activity, 2007-2015 (PDF)
DOL Fiduciary Rule to Take Effect -- At Least for Now
The 99% Rule for Spousal Beneficiaries of Retirement Accounts
Why Wait to Retire to Take Control of Your 401(k)?
Could a Switch to Roth Be Good for Retirement Security?
Most Plan Participants Who Roll Over DC Assets into IRA Seek Advice
[Opinion] State IRA Plans Are Deeply Flawed
[Guidance Overview] Oregon Board Adopts Final Rules to Implement Retirement Savings Program
Senate Repeals Safe Harbors for State-Run IRA Programs
[Guidance Overview] Interesting Angles on the DOL's Fiduciary Rule, Part 45
Why the Fiduciary Rule Applies to IRAs but Not Non-ERISA 403(b)s
Understanding the Dynamics of Rollovers, Roll-Ins, and IRA Transfers
[Guidance Overview] Interesting Angles on the DOL's Fiduciary Rule, Part 44
Who Contributes to Individual Retirement Accounts?
How Should You Invest Your Roth IRA?
[Opinion] Appleby Retirement Consulting Comment Letter to IRS on Form 5498, IRA Contribution Information (PDF)

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