Browsing Tag
Roth IRA
32 posts
Roth Popularity Continues Rapid Rise
Plan Sponsor Council of America says Roth options are now in a record amount of 401k plans
IRS Reminder: Most Retirees Must Take RMDs by Dec. 31
The Internal Revenue Service sent out a reminder today for retirement plan participants and IRA owners about required minimum distribution requirements
‘Delayed’ Retirement Provisions Survive Massive House Spending Bill
Provisions to limit “Mega” and “Backdoor” Roth IRAs are in the $2 trillion social and climate spending bill passed by the House Friday, but many wouldn’t take effect until 2029 or 2031
Mega Roth IRA Ban Back in Biden Bill, But Not Until 2029
In, out and in again provision to eliminate the controversial strategy—if it remains and if the legislation passes—wouldn’t take effect until 2029 instead of 2022
Episode 36: Morningstar’s Christine Benz Defends Target-Date Funds from Recent Attack, Describes Possible End to Backdoor Roths
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week…
Dems Poised to Slam Door on Mega-Backdoor Roth IRAs
Closing Roth conversion loopholes used by HNW investors being touted as a way to help pay for Biden Administration’s $3.5 trillion spending bill
‘Explosion’ in Use of Mega-IRAs by Wealthy Revealed in New Data Released by Wyden, Neal
Ever since ProPublica reported in June that PayPal co-founder Peter Thiel owns a Roth IRA that had grown…
Biden’s ‘Historic’ Spending Plans Could Spur Rush to Roths
There could be a “cause and effect” in play in the retirement market as President Joe Biden unveiled…
Top 401(k) Best Practices Story of 2020: A Plea for More Roths
Don’t blame us, we just work here. The most-read story on 401(k) best practices in 2020 involved controversial…
Why the Future is Roth
Demographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts…