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IRA News

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

1 hr ago | 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

3 hrs ago | 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

Business Wire

Fidelitya s Average IRA Contributions Climb to over $4,000a " an All-Time High

Average balances were $89,100, a nearly 10 percent year-over-year increase. "Saving more, paying off debt and spending less were the top three New Year financial resolutions cited in a recent Fidelity study2 and our IRA analysis indicates that Americans are taking those financial resolutions seriously," said Ken Hevert, vice president, Fidelity ... (more)

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

Reuters

COLUMN-Why your 401(k) isn't likely to offer a 'longevity annuity'

Longevity risk - that is, the risk of outliving your retirement savings - is among retirees' biggest worries these days.

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Related Topix: Personal Finance, Retirement

Tue Jul 22, 2014

Dallas Morning News

Get a jump-start on your 2014 tax bill

The beach chair beckons, but isn't it also tempting to save a wad of cash? To get started, take out your 2013 tax return.

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Related Topix: Tax, Mooresville, IN

MSN Money

Worried you'll outlive your savings? Here's help

In the past it was common for employers to provide a pension plan, known as a defined benefit plan.

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Related Topix: Pension, Personal Finance, Social Security, Retirement, 401K, Tax

Hispanic Business

Sense Financial to Speak about Small Business Retirement Plans at Sam's Real Estate Club

Since 2003, has been offered members the best combination of real estate education and personal development.

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Related Topix: Personal Finance, Retirement, 401K

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