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Roth Conversion Center
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Most Clients Have Yet To Hear From Advisors About Roth Conversions
June 18, 2010Advisors cite lack of interest and overly-complicated analysis as reasons for not discussing potential benefits of new rules.
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Schwab Charitable Leverages Roth Trend
June 17, 2010Schwab Charitable is hopping on the Roth IRA conversion bandwagon, urging wealthy investors to take advantage of lifted income caps to lower their subsequent tax exposure through charitable donations.
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Investors Rush to Roths
June 1, 2010New rules removing contribution miniums have led to a surge in Roth IRAs at major firms. Tax law changes involving income thresholds resulted in roughly 13 million U.S. households becoming newly eligible for conversion to Roths from traditional IRAs or 401(k)s.
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New IRS Rules Ease 401(k) Stock Sales
May 24, 2010Requirement to allow investors to diversify on a timely basis won't have big impact, experts say.
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Roth IRA Conversions Surge
May 11, 2010New rules and technology, trends among baby boomers and the Great Recession have led to a burst in Roth individual retirement account conversions.
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Charitable Offset: Savings or Shell Game?
April 5, 2010With the tax deadline approaching, investors are deciding whether to convert from a traditional IRA to a Roth IRA. But before they do, advisors have one more conversion strategy: the “charitable offset” strategy.
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69% of 401(k) Assets Being Rolled Over When People Switch Jobs
March 18, 2010More people, 69%, are rolling over their 401(k) savings to a new employer’s plan or an IRA when switching jobs, according to Charles Schwab’s analysis of plans between the fourth quarter of 2008 and the end of 2009.
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Fidelity and Schwab Go the Way of the Roth IRA
March 11, 2010As tax season gets into full swing many investors are taking a closer look to determine whether a Roth IRA conversion is right for them.
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Saving for Retirement Remains a Mystery to Many
March 10, 2010Americans need to resume saving and planning if they want to retire comfortably.
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IRA Minimum Distribution Requirements Likely to Return This Year
March 9, 2010As the market has, indeed, rebounded nicely, Congress is likely to reinstate the RMDs this year, experts say.
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Biden Unveils New DOL Advice Rule
March 1, 2010Vice President Joe Biden unveiled the Middle Class Task Force's new report on the middle class Friday, in which he outlined plans to offer automatic Individual Retirement Accounts to most Americans, provided clarification for giving advice to plan participants, and offered a proposal to allow plans to provide guaranteed retirement income products.
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Fidelity Sees 401(k) Surge
February 18, 2010Fidelity expects 401(k) assets to increase as more employers auto-enroll employees into 401(k) plans and utilize features that allow 401(k) contributions to be automatically increased annually.
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Horizon Bank Looks to the Retirement Horizon
February 16, 2010But analysts say that the success it has had so far could be short-lived.
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TD Ameritrade Bids for Independent Advisors with New Programs
February 8, 2010New practice management tool leads list of initiatives.
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Advisors Weigh Retirement Savings Options
February 5, 2010Getting Americans to save for retirement is difficult, but getting financial advisors and experts to weigh in on the best ways to save isn’t.
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