IRAs

This section covers the rules, regulations and restrictions for traditional and Roth IRAs, as well as other types of individual retirement planning options like SIMPLE plans, SEPs and Keough plans. 



IRAs

IRAs

By Ted Godbout9/15/2017 • 0 Comments

Amid all of the recent talk about Rothification, Cerulli Associates has come out with a report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

A report concerning OregonSaves, the state-run retirement plan run by the Oregon Retirement Savings Board, provides a look at the status of the program as it approaches full implementation. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

The House and Senate returned Sept. 5 from a month-long break facing an extremely busy legislative calendar. READ MORE

By ASPPA Net Staff8/28/2017 • 0 Comments

A court has ruled that a couple who used funds from an early IRA distribution to pay state and federal taxes cannot claim that qualifies as an exception to the penalty for taking an early distribution. READ MORE

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By Nevin Adams8/7/2017 • 0 Comments

The fiduciary regulation got another day in court last week — and, for a change, this time the regulation’s challengers appeared to draw blood. READ MORE

By ASPPA Net Staff8/4/2017 • 0 Comments

The U.S. Treasury’s winding down of the myRA program will cause at least one state-run retirement program to delay its opening. READ MORE

By John Iekel7/28/2017 • 0 Comments

The Treasury Department on July 28 announced that it will begin winding down the myRA program. READ MORE

By John Iekel7/24/2017 • 0 Comments

The Washington State Department of Commerce is updating the rules for the state’s Small Business Retirement Marketplace. READ MORE

By John Iekel7/21/2017 • 0 Comments

The July 1 launch of the Oregon Retirement Savings Program (OregonSaves) pilot has been a success, says a report by the Oregon Retirement Savings Board. READ MORE

By John Iekel7/18/2017 • 0 Comments

The IRS Office of the Chief Counsel has reiterated an earlier IRS statement that Congress did not intend the one-rollover-per-year limit for IRAs to apply when the custodial institution fails. READ MORE

By ASPPA Net Staff7/3/2017 • 0 Comments

The pilot program for OregonSaves, the state-run auto-IRA program for private-sector workers in Oregon, was launched on July 1. READ MORE

By John Iekel7/1/2017 • 0 Comments

The IRS has made some changes to how it deals with pre-approved plans, hoping to encourage employers to switch from individually designed plans to the pre-approved format. READ MORE

By Nevin Adams 6/23/2017 • 0 Comments

Inside the Beltway it seems that all anybody can talk about is “Rothification,” specifically the elimination of some — or in some cases, all — of the employee pre-tax savings advantages of the 401(k).
READ MORE

By Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

By ASPPA Net Staff6/23/2017 • 0 Comments

In a blog post on the fiduciary regulation, Fred Reish examines the components of a “best interest” process. READ MORE

By Nevin Adams6/22/2017 • 0 Comments

The Golden State has modified the legislation regarding its state-run auto-IRA program for private sector workers in place, readying the measure for Gov. Jerry Brown’s expected signature. READ MORE

By ASPPA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By John Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well. READ MORE

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