Browsing Tag
IRA Rollover
52 posts
Rollover Reckoning: More Money Moving from 401ks to IRAs
Every year, defined contribution (DC) plan participants roll over more than $500 billion into individual retirement accounts (IRAs)…
The Case for Roth Conversions in Market Downturns
In general, investors should refrain from taking panicky actions when markets plummet. A better option is to stay…
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
How IRA Owners Do Retirement Planning Right
If you have an IRA, you (most likely) have a retirement plan. More than two-thirds of U.S. households with…
12 Reasons NOT to Roll Over a 401(k) to an IRA
American workers often change jobs and must decide what to do with their 401k balances at their prior…
Why Direct Rollover IRAs Make Sense as Retirement Income Solutions
While automatic features in 401(k)s have improved plan participation and increased savings, they’ve also added administrative complexity, cost,…
ICI Defends 401k in Wake of Zweig Attack
Investment Company Institute president and CEO Paul Schott Stevens is taking up the 401k industry flag in responding…
401k Participants Do Rollovers Right
A bit of good news about plan participant behavior. New research finds the majority rollover assets from previous…
DOL Wants Your Opinion on 401k Auto Portability
Do you have a strong opinion about auto portability? Now’s the time to speak up. The Department of…
Why Partnering With an IRA Rollover Provider is Right for 401(k) Advisors
Year-end planning for business owners takes on many forms. For those that sponsor 401k plans, it should include…