Year-End Reminder: Roth IRA Conversions
Tip by: Denise Appleby A Roth IRA conversion occurs when assets are moved from a Traditional, SEP or SIMPLE IRA to a Roth IRA. Amounts
Advisor Retirement Planning Resources
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
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Will Millennials Be Ready for Retirement?- Research Repor
The Center for Retirement Research at Boston College published research report titled : Will Millennials Be Ready for Retirement? Authored by : by Alicia H.
2018 IRA & Pension Limits not Affected by Tax Cuts and Jobs Act of 2017
The IRS announced the 2018 limits for IRAs and employer sponsored retirement plans on October. 19, 2017 One of the frequently asked questions about the
2018 Employer Plan Comparison Table
Denise Appleby’s 2018 Employer Plan Comparison Table now available
ROTH IRA CHECK-UP AFTER TAX FILING DUE DATE: Correcting Roth IRA Excess Contributions
By www.RetirementDictionary.com staff Individuals may contribute to a Roth IRA only if their modified adjusted gross income (MAGI)s do not exceed a certain amount. See
Who Contributes to Individual Retirement Accounts- CRR Brief
The Center for Retirement Research at Boston College has released a new Issue in Brief: “ “Who Contributes to Individual Retirement Accounts?” by Anqi Chen
Appleby Retirement Consulting Sends Comment Letter on Form 5498 to the IRS
In response to request for comments, Appleby Retirement Consulting Inc. has sent comments on Form 5498 to the IRS. Please see a copy here
IRS Requests Comments on Form 5498 IRA Contributions
Excerpt: “Abstract: Form 5498 is used by trustees and issuers to report contributions to, and the fair market value of, an individual retirement arrangement (IRA).
Is Home Equity an Underutilized Retirement Asset?
by Steven A. Sass Source http://crr.bc.edu/briefs/is-home-equity-an-underutilized-retirement-asset/ IB#17-6 The brief’s key findings are: Home equity, the largest asset for most households entering retirement, can be tapped
Required Minimum Distribution (RMD) : April 1 Deadline for some
Generally, you are required to take a required minimum distribution (RMD) from your traditional IRAs, SEP IRAs and SIMPLE IRAs for the year in which
