5 Things You Can Do With an IRA That You Can’t With a 401(k)

RELATED CONTENT

Grow Clients’ Roth IRAs—Without Growing Their Tax Bills

Contribution or conversion? Help your clients make savvy decisions on growing their Roth IRAs while minimizing taxes on these retirement savings before the April 18, 2016 deadline.

How to Save Clients From Making Big Mistakes With Their IRAs

Excess IRA contributions often go undetected, resulting in significant excise and income taxes for clients. An audit of IRS Form 5498 can help you identify a client’s excess contributions in time, so you can make necessary corrections by the applicable deadline and avert possible penalties.

What You Need to Know About the New Extenders Bill for 2015 and 2016

While several key tax provisions have been extended—some permanently—other “miscellaneous” changes can impact your clients for 2015 as well as 2016. Here’s the scoop on the new rules affecting QCDs, SIMPLE IRAs, 529s, ABLE accounts, and more.

Borrowing From the Future: 401(k) Loans and Their Consequences

New research analyzes how people take loans from their 401(k)s, what consequences result, and how the 401(k) could be structured differently to encourage greater saving.