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IRA News

News on IRA continually updated from thousands of sources around the net.

9 hrs ago | Financial Planning

Making Your Retirement Money Last: Friday's Retirement Scan

Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families.

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Related Topix: Personal Finance, Retirement, Social Security

13 hrs ago | Sun-Star

Veterans' bank goes after LGU clients

ON TOP of lending to corporate clients, the Philippine Veterans Bank is tapping the local government units to boost their lending business.

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Related Topix: Marketing

17 hrs ago | Clare County Review

Financial Focus - Leave your job, leave your retirement plan?

When you leave a job - whether due to layoff or for any reason - you are often faced with a decision about your 401 or other retirement plans.

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Related Topix: Personal Finance, Retirement, Opinion

22 hrs ago | Lifehacker

A Beginner's Guide to Opening an IRA

If you're thinking about saving for retirement, you probably know that an individual retirement account is one of your options.

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Related Topix: Personal Finance

22 hrs ago | Forbes.com

How To Optimize Your Retirement Accounts: A Case Study

Are your investments allocated properly between your various retirement accounts? If you're like many investors, at best you might manage your 401 , IRAs, and taxable accounts separately and at worst, you have no idea what you even have in those accounts.

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Related Topix: Personal Finance, Retirement, Financial Markets, Financial Services

Yesterday | Hispanic Business

American IRA, A National Self-Directed IRA Services Provider...

This economic climate has proven difficult for many individuals and prompted some families to make choices that they never considered they would have to.

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Related Topix: Personal Finance, Retirement

Yesterday | jdsupra.com

Wealth Management Update - August 2014

The August 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%, the same as the 7520 rate for July.

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Related Topix: Estate Planning, Personal Finance, Economics News, Bankruptcy, Retirement

Thu Jul 24, 2014

Wills, Trusts & Estates Prof Blog

How Matching the Right Beneficiary to the Right Asset Can Save Big

A married couple did not have an extravagant estate that they would leave behind.

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Related Topix: Personal Finance

Front www.keysnet.com

Use the summer months to prepare for tax filing season

Long days, afternoon thunderstorms and swarms of blood-sucking mosquitoes mean summertime has arrived in the Florida Keys.

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Related Topix: Personal Finance, Retirement, Tax

Insurance News Net

Court Decision Has Implications For Estate Planning

A ruling by the U.S. Supreme Court holding that assets contained in an inherited individual retirement account don't qualify as retirement funds for the purposes of bankruptcy exemption, has turned the estate planning community on its head.

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Related Topix: Personal Finance, Retirement, US News, Economics News, Bankruptcy, Estate Planning, US Supreme Court

Insurance News Net

Average IRA Contributions Climb To All-Time High

The average contribution to an individual retirement account reached a record $4,150 in the 2013 tax year, an increase of 5.7 percent from the previous year, according to an analysis of over 7 million IRAs by Fidelity Investments.

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Related Topix: Personal Finance, Retirement, Life, Holidays, New Year's Day/Eve

Kiplinger Online

Avoid Rollovers of IRA CDs

A new tax rule could create problems for investors who roll money from matured IRA certificates of deposit into new IRA CDs.

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Related Topix: Rockville Centre, NY

MarketWatch

Feeling lucky? Picking a hot fund is a 1-in-2,862 shot

Mitch Tuchman brings the low cost, scientific investment approach used by elite pensions and endowments to everyday retirement investors through two services.

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Related Topix: Pension, Personal Finance, Retirement, MarketRiders

CNN

Sam Tabar Recommends Carefully Coordinating Commodity Investments

There is a whole minefield of cost associated with trading commodities. If you're not prepared, you can get hit really hard with taxes, fees, and all sorts of unwelcome surprises when it comes to this sort of things.

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Related Topix: Personal Finance

Wed Jul 23, 2014

Hispanic Business

Jared Lopez of Next Generation Trust Services Earns Designation as...

Lopez, who had previously been the firm's new accounts manager, said, "It feels great to be recognized for my dedication to the industry.

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Related Topix: Personal Finance, Retirement

JD Supra

Recent Tax Developments

The following is a summary of the most important tax developments that have occurred in the past several months that may affect you, your family, your investments, and your livelihood.

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Related Topix: Economics News, Bankruptcy, Personal Finance, Retirement

Lifehacker

Place a Hard Cap on Your Liquid Assets and Invest Everything Else

When you change income levels, or even when you have varying bills from month to month, it's tempting to adjust how much cash you keep easily accessible.

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Related Topix: Personal Finance

Forbes.com

Millennials Choose Cash -- And Why That's Not So Great

Some two out of five Millennials-39%-prefer cash as the long-term investment for money they don't need for at least 10 years, according to a new Bankrate.com report , roughly three times the number who chose the stock market.

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Related Topix: Media, Bankrate, Computers, Vanderbilt University, Personal Finance, Retirement, Myrtle Beach, SC

Forbes.com

Maximize Your After-Tax Returns With Proper Asset Location

Any way you can save for retirement will help, right? Well, you are on the right track if you are delaying gratification by socking money away for the future.

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Related Topix: Tax, Personal Finance, Retirement, REIT, Financial Markets, Mutual Funds

Forbes.com

7 Ways To Juice Your Roth IRA

Are Roth IRA investors better savers? Millennials and old folks are making average contributions to Roth Individual Retirement Accounts that outpace average traditional IRA contributions, according to new research from Fidelity Investments.

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Related Topix: Personal Finance, Retirement, Financial Services

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