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1-180 out of 180 article(s)
Title Author Type Date Words
Now Who Is a Fiduciary? Sep 1, 2019 930
BACKDOOR ROTH IRAs. Rinier, James W.; Curatola, Anthony P. Aug 1, 2019 1217
New Bill Could Mean Changes To IRA Rules. May 25, 2019 787
Your 401(k) just got more valuable. Apr 17, 2019 797
Your 401(k) just got more valuable. Apr 14, 2019 761
Your 401(k) just got more valuable. Apr 10, 2019 791
State task force backs auto-IRA plan for private-sector workers. Scott, Jason Mar 27, 2019 409
Legislature sends Murphy bill to create state-run IRA fund for private workers. Perry, Jessica Brief article Feb 25, 2019 185
New Risks and Potential Rewards in Roth IRAs. Kess, Sidney; Grimaldi, James R. Feb 1, 2019 1727
Retirement accounts are under attack by federal courts, again. Simasko, Patrick M. Dec 17, 2018 732
Abuse of Discretion Damages ERISA. Dec 5, 2018 477
Lawmakers look to expand access to workplace retirement accounts. Munoz, Daniel J. Oct 16, 2018 436
'P160 billion needed to fund Bangsamoro Organic Law, hike in IRA share'. Jul 26, 2018 688
Naming your revocable trust as beneficiary. Paul, Christopher R. Jul 6, 2018 407
The 60-day rollover rule: Self-certifying waiver eligibility. Blankenship, Vorris J. Jan 1, 2018 6682
How hard should we push the poor to save for retirement? Biggs, Andrew G. Report Jul 1, 2017 7018
United States : Wyden Introduces Bill to Encourage Charitable Giving. Jun 14, 2017 342
United States : Thune, Casey Introduce Bill to Encourage Year-Round Charitable Giving. Jun 14, 2017 440
Trump Signs Resolution Abolishing State Run Auto-IRAs. May 18, 2017 540
Trump Nullifies State-Run IRA Plans. Apr 14, 2017 275
Senate Bills Would Torpedo State-Run Retirement Plans. Mar 6, 2017 421
House Votes to Block State-Run Retirement Plans. Feb 16, 2017 368
Congressmen Aim to Block Obama-Era Retirement Rules. Feb 9, 2017 542
Year-end planning for charitable donations. Nov 1, 2016 889
The BICE Is Not a DOL Fiduciary Get-Out-of-Jail-Free Card. Oct 28, 2016 978
IRA charitable rollover made permanent. Brief article Oct 1, 2016 217
State IRAs Finalized. Column Oct 1, 2016 745
United States : US Department of Labor announces final rule on state payroll deduction IRA accounts. Aug 26, 2016 462
Inherited IRAs and state income tax: the state income tax rules associated with IRA distributions, particularly to a beneficiary, can pose a challenge. Rinier, James W.; Curatola, Anthony P. Jul 1, 2016 1216
Little estate planning tips that add up. Shenkman, Martin M. Jul 1, 2016 1170
Safe Harbor IRAs. Jun 1, 2016 977
New rules provide a great opportunity for giving to AMS programs. Seitter, Keith L. May 1, 2016 497
Put clients' interests first. Apr 8, 2016 411
Turning tax refunds into retirement savings: the treasury's new my RA. Ludlow, Richard Apr 1, 2016 697
QLAC regulations: why they should matter to you. Towers, Russell E. Mar 1, 2016 1026
Using the qualified charitable distribution: 5 IRA scenarios. Feb 18, 2016 705
The SEC Is Watching. Feb 1, 2016 799
State-Based Plans. Column Jan 1, 2016 738
Advising Wealthy Individuals. Oct 1, 2015 869
Advice for Small Accounts. Oct 1, 2015 848
Effects of the Fiduciary Rule. Aug 1, 2015 826
Are they or aren't they "retirement funds"? The case for including funds from an inherited IRA in a debtor's bankruptcy estate: Clark v. Rameker. Salisbury, Jennifer Jun 22, 2015 11280
Longer lifespans strengthen case for Roth conversions. Chironis, Gina Jun 1, 2015 1772
Fiduciary Rule Implications. Jun 1, 2015 766
The Angle. Column Jun 1, 2015 713
Public plan for private workers. Petrini, Anna May 1, 2015 418
Redefining "Fiduciary". Barias, Stephen Brief article May 1, 2015 170
Regulatory watch: IRA rollovers, leakage, DC plan annuities. Apr 27, 2015 484
6 things advisors should know about QLACs. Jan 9, 2015 642
Asset protection of retirement funds after Clark: Supreme Court decision denies exclusion of an inherited IRA from a bankruptcy estate. Rubin, Daniel S. Oct 1, 2014 2894
Rollover Scrutiny Intensifies. Oct 1, 2014 712
Practice development tip. Brief article Sep 1, 2014 290
Inherited IRA is included in bankruptcy estate. Aug 1, 2014 1267
Contributions of military death gratuities to Roth IRAs and Coverdell education savings accounts. VanBennekom, Kurt M. Apr 1, 2014 1542
Brokerage Window Issues Still Open. Nov 1, 2013 1791
Treasury Offers Plug for Rollover CyLeakage' of Plans. Oct 31, 2013 435
A boost for your retirement account. Ngo, Sheiresa Brief article Dec 1, 2012 115
Ch-ching! End-of-year strategies for easy tax savings. Pomeranz, Steve Brief article Dec 1, 2012 337
Employee-stockholder's unpaid loan balance. Mirpuri, Shashi L. Nov 1, 2012 1035
Opinion--thumbs up/thumbs down. Apr 1, 2012 461
Tax planning opportunities for funding an IRA. Counts, Wayne; Shaffer, Raymond J.; Stout, David E. Feb 1, 2012 4226
"Final" Examination. Dec 1, 2011 675
In-plan Roth conversions: planning and administrative considerations: new option is not always the best course. Melcher, Peter J. May 1, 2011 2669
Retirement plans, IRAs, and annuities: avoiding the early distribution penalty. Blankenship, Vorris J. Apr 1, 2011 9692
IRA charitable distributions no panacea. Kitces, Michael E. Apr 1, 2011 846
Financial focus. Jones, Daniel C. Mar 1, 2011 1359
Net "Net"? Feb 1, 2011 680
Refund options for the 2011 filing season. Chambers, Valrie Jan 1, 2011 1289
Changing plans: federal regulation is spurring work-site sales of retirement products. Are insurers ready? Tager, David Dec 1, 2010 1533
IRA rules spur new strategy: IRS crackdown prompts annual valuations. Waldon, George Sep 27, 2010 1153
Paying attention: required minimum distributions are back, and advisers should keep clients informed of the ground rules. Chiu, Jeng Sep 1, 2010 528
Discord with DOL: industry participants squabble over proposed final 401(k) advice rules. Waddell, Melanie Jul 1, 2010 598
Auto IRAs on the way? The Obama administration is proposing that employees without access to 401(k)s be automatically enrolled in an IRA. Aschkenasy, Janet Jun 1, 2010 407
Don't neglect to elect. Lafond, C. Andrew; Schrader, Jeffrey J. Jun 1, 2010 1137
Roth or traditional? Jones, Daniel C. May 1, 2010 1621
The 2010 Roth revolution; Answers to frequently asked conversion questions. Carl, John Apr 1, 2010 3724
Shut out from Roth IRAs no longer. Sommese, Donald E. Mar 12, 2010 680
Roth IRA conversions: new rules may benefit you. Jimenez, Carmen J. Feb 1, 2010 1116
Conversion time: Merrill Lynch makes a big push to prepare reps for Roth conversions. Green, James J. Oct 1, 2009 791
TIPRA is a game-changer: retirement planning maxims need rethinking. O'Fee, Kevin Aug 3, 2009 865
TIPRA is a game-changer: start Roth IRA conversion planning now. Buckingham, Brandon Aug 3, 2009 970
What if Congress reneges on Roths? Hulse, David S. Aug 1, 2009 2772
Proposed consumer agency may impact CU investment, trust services. Samaad, Michelle A. Jul 22, 2009 810
Roth IRA conversions: benefits and planning opportunities. Detzel, Lauren Y.; Bonnett, Eric N. Jun 1, 2009 3552
Rollovers can also benefit plan sponsors. Bell, Allison May 18, 2009 784
Asset protection is key to the estate plan: AALU panelists. Hersch, Warren S. Discussion May 18, 2009 899
Who shredded our safety net? There's an old accounting joke: What starts with "f," ends with "k," and means "screw your workers"? That's right--401(k). Ridgeway, James Cover story May 1, 2009 4921
When I'm 65: a brief history of retirement. McCarthy, Anna Chronology May 1, 2009 673
Distribution relief: new law suspends certain RMDs for 2009. Josephs, Stuart R. Mar 1, 2009 1383
Maximizing IRA distribution strategies for your affluent clients. Rabinovich, Barry; Kenchor, Lillie N. Feb 16, 2009 1111
Waiver of minimum required distributions for 2009 and other developments; a new law lessens the impact of the market downturn on retirement accounts. Berek, David A. Feb 1, 2009 850
Kid IRAs: Ensuring a secure financial future for your children. Woodbury, Denise; Addams, Lon; Mattson, Kyle Jan 1, 2009 4426
Chapter 32: Retirement planning. Jan 1, 2009 16964
A stretch IRA 'bump up': going from coach to first class. Olewnik, Richard Nov 17, 2008 1321
Make RMDs work to your benefit. Connolly, Jim Nov 3, 2008 840
Good news about making gifts to CLF directly from your IRA! Harwood, Timothy Sep 22, 2008 277
Ten things to know about the Roth 401(k). Hasseltine, Kristy R. Sep 1, 2008 1235
IRS completes annuity conversion regs. Bell, Allison Brief article Aug 4, 2008 229
A new definition of marital property: a controversial ruling allows a child-support obligee to lay claim to property held in the name of the obligor's new spouse. Gunnarsson, Helen W. Aug 1, 2008 1191
An analysis of the new Roth 401(k)/403(b) plans. Beausejour, David J.; Lynch, Michael F. Aug 1, 2008 6164
IRS issues IRA-to-HSA transfer rules. Bell, Allison Jun 16, 2008 357
A tale of two IRA beneficiaries. Randall, Clark D. Mar 17, 2008 1164
Early retirement: IRS-approved options for early withdrawals. Armstrong, Frank, III Oct 1, 2007 2594
Regulations for distributions from Roth 401(k) plans finalized. Stenken, Joseph F. Jun 25, 2007 552
IRS releases final Roth distribution rules; the rules apply to plan sellers and those who run the plans. Bell, Allison May 7, 2007 605
Caucus and IRA laws: Congress refocusing on the charitable sector. Nobles, Marla E. May 1, 2007 1094
The roth revolution equals wealth transfer planning power. Fishbein, Robert A. Apr 9, 2007 1145
To Roth or not to Roth: more choice - and individual responsibility - in retirement investing means workers need to consider their options carefully. Thomasson, Timothy S. Feb 1, 2007 2812
Early distributions from inherited IRAs. Reichert, Charles J. Feb 1, 2007 526
Reservist benefits under the Pension Protection Act of 2006. Soss, Marc J. Jan 1, 2007 284
Decoding new pension law's impact on charitable giving. Bombaci, Barbara A. Column Dec 11, 2006 837
Using an IRA for charitable living: a new opportunity. Burke, Steven M. Nov 10, 2006 754
The Roth 401(k) and financial planning strategies: increased eligibility and flexibility for different taxpayer needs. Lauricella, Leonard J. May 1, 2006 3899
Individual retirement accounts and bankruptcy. Marshall, Ellen R. May 1, 2006 800
Financing retirement: the private sector; The shift from defined benefit pensions to personal retirement accounts is likely to benefit retirees. Wise, David A. Apr 1, 2006 4393
Depository holding companies benefit from technical corrections act. Hagge, Greg Apr 1, 2006 695
IRS ruling on trusts and stretch IRA treatment. Caudill, April K. Feb 6, 2006 485
How safe is your retirement plan? Jones, Dan Dec 1, 2005 473
The IRA Trust. Goldberg, Seymour Dec 1, 2005 377
New for 2006: Roth 401(k)s. Rankin, Clifford A. Dec 1, 2005 489
How protected are your clients' retirement accounts after the 2005 Bankruptcy Act? Gans, Richard R.; Lynch, Kristen M. Nov 1, 2005 4428
Bankruptcy protection for IRAs and retirement plans: tracing rollovers now gains paramount importance. Goldberg, Seymour Oct 1, 2005 466
Court ruling protects IRAs in bankruptcy. Kess, Sidney Jun 1, 2005 731
Pay attention to the care and feeding of your IRA. Schettenhelm, Karl W., Jr. May 1, 2005 614
IRAs forever. Editorial Apr 11, 2005 508
IRAs protected under bankruptcy law. Postal, Arthur D. Apr 11, 2005 383
CHILE: PRIVATIZED SOCIAL SECURITY PENSIONS FALL SHORT FOR CHILEAN RETIREES. Feb 11, 2005 1815
Required minimum distribution planning with trusts: more IRS flexibility? Recent private letter rulings may reflect a trend. Caudill, April Oct 11, 2004 709
Taxpayer-friendly guidance on the 60-day IRA rollover waiver. Tillinger, Janet W. Aug 1, 2004 1544
New IRA trust rulings: IRS making it difficult to use "separate share" trusts. Foss, Mary Kay Aug 1, 2003 1350
Take advantage of new tax benefits for retirement planning. Mar 1, 2003 976
The new regulations on IRA required minimum distributions. (IRA Planning). Berger, Stewart Feb 1, 2003 799
IRA update. Brief Article Feb 1, 2003 169
Bear market's silver lining for IRAs . Bencivenga, Joseph V. Nov 1, 2002 1221
New minimum distribution rules for IRAs. (IRA Planning). Angel, Jack Oct 1, 2002 1510
Marriage, minimum distributions, and mayhem: a discussion of IRAs under Florida's new elective share statute. Lynch, Kristen M. Jun 1, 2002 4007
IRS guidance on failed Roth IRA conversion. Fiore, Nicholas J. Mar 1, 2002 675
Calculating IRA distributions. Goldberg, Michael J. Feb 1, 2002 1464
Navigating the maze of the required minimum distribution rules: new proposed regulations on required minimum distributions go a long way toward easing the complexity of prior proposed regulations, but are still appreciably unwieldy. Dilley, Steven C. Feb 1, 2002 2963
New rules for IRA distributions: proposed regulations should mean less frustration for CPAs and their clients. (Tax/Employment Benefits). Monippallil, Matthew M. Dec 1, 2001 2434
Coverdell education savings accounts and the tax relief act of 2001. (Taxes). Kline, Stacy A. Dec 1, 2001 1189
Roth IRAs: a good deal just got better. Moore, Philip E. Oct 1, 2001 1520
IRS SIMPLIFIES AND SLOWS IRA DISTRIBUTIONS. Blatt, Myron S. Jul 1, 2001 1258
A GIFT FROM THE IRS. BUTERA, SCOTT Jun 1, 2001 385
CREDITORS' RIGHTS: Tax Qualified Plans and IRAs. Altieri, Mark P.; Naegele, Richard A. Oct 1, 2000 3285
Pension Overhaul Makes Headway. Rigsby, Deborah Brief Article Sep 18, 2000 288
Early retirees can enjoy COLAs. Lynch, Michael Feb 1, 2000 439
IRS EXTENDS DEADLINE FOR ROTH IRA CHANGES. Dec 1, 1999 214
What has happened to the IRA? Lavin, David May 1, 1999 984
New Roth IRA conversion rules. Lynch, Michael Mar 1, 1999 513
IRSRRA '98 revamps higher education incentives. Foran, Nancy J. Mar 1, 1999 4065
Roth IRAs - 1998 changes. Jan 1, 1999 1069
More answers to the Roth IRA conversion rules. Phillips, Bernie Dec 1, 1998 594
Questions to the tax desk. Phillips, Bernie Nov 1, 1998 1285
Planning for IRA contributions after the Taxpayer Relief Act of 1997. Bunn, Radie; Williamson, James Nov 1, 1998 3662
The Roth IRA offers attractive tax incentives. Van Dyke, George Nov 1, 1998 780
Roth IRAs: technical corrections. Picker, Barry C. Oct 1, 1998 2177
New law expands IRA deduction for homemakers. Brinker, Thomas M. Brief Article Sep 1, 1998 418
Using trusts as IRA beneficiaries. Slott, Edward A. Sep 1, 1998 1368
Individual retirement accounts after TRA '97. Naegele, Richard A.; Altieri, Mark P. Jul 1, 1998 3584
IRAs after the TRA '97 - what hath Congress Roth? Lange, James May 1, 1998 6201
The Taxpayer Relief Act of 1997: reinventing the IRA. Crain, John L.; Simpson, William R.; Mauldin, D. Shawn Mar 1, 1998 6294
The Roth IRA - what a great deal! Franklin, Richard S.; Law, Lester B. Mar 1, 1998 3835
Tax and estate planning for IRAs after TRA '97. Bleck, Michael A. Feb 1, 1998 2187
Financial birthdays to be aware of. Brief Article Dec 1, 1997 456
New laws create more flexible IRAs. Brief Article Dec 1, 1997 510
Individual retirement plans and divorce settlements. Brinker, Thomas M. Brief Article Dec 1, 1997 456
Required distributions from qualified plans and IRAs: fitting the method to your requirements. Rotenberg, Marvin R. Jul 1, 1997 1974
Individual retirement accounts: early withdrawals and changes for 1997. Foss, Helga B. Jan 1, 1997 1320
Planning opportunity for surviving spouse who is beneficiary of IRA and qualified plan. Yurkovic, Denis L. Jun 1, 1996 1013
Using a QTIP trust to extend the life of an IRA. Switzer, Ralph, Jr.; Pollock, Daniel A. Apr 1, 1996 2658
Non-rollover IRAs join property exempt from creditors' claims. Kulakoff, David S. Jan 1, 1995 789
Untangling the IRA rules. Ransom, G. Michael Aug 1, 1994 5669
IRA contributions by high school and college-age children. Holden, Ken Brief Article Mar 1, 1994 300
Manage your distributions wisely at 70 1/2. Rotenburg, Marvin R. Jan 1, 1994 2488
Qualified plans, IRAs, your creditors, and you. Fair, Andrew J. Jan 1, 1993 2069
New retirement plan distribution rules. Delbecq, Bruce R. Dec 1, 1992 1061
Disclaimer of plan benefits or IRA by spouse if a decedent is not a prohibited assignment or alienation. Patterson, Martha Priddy Jun 1, 1992 565
IRS may allow rollovers of IRA distributions received from RTC even if previously rolled over within the past year. DiCosimo, Dominick Jun 1, 1992 937
Should taxable income be sheltered? A look at an IRA. Green, Tracy Wilson Oct 1, 1991 1420

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