Roth IRAs

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.

The House overwhelmingly passed legislation that would expand the tax benefits for retirement accounts to bolster the savings of Americans.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.

Here's a rundown of the most important changes poised to take effect five weeks from now, and how to take advantage of them or at least minimize the pain they could cause.

But proposals from the Biden administration might slow the flow of wealth into mega-IRAs.

Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.

While Biden isn’t getting some of his proposed tax increases on the wealthy, some surprising new hikes may be in the works.

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Offer ‘solutions more than products; ’the gig economy and the profession; new blog in town; and other highlights from our favorite tax bloggers.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.

Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

Pandemic-induced market volatility and warnings from Wall Street that tax rates are bound to rise have more Americans preparing to move money from traditional individual retirement accounts into Roth IRAs.

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.