Tax court limits IRA rollovers
Investors who typically use a rollover strategy for multiple individual retirement accounts (IRAs) will need to reconsider because of a rule change that took effect this year. A decision...
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Planning Idea
Five ways for an advisor to improve IRA business
Individual retirement accounts (IRAs) continue to comprise the largest segment of assets in the retirement industry. Most of the growth is driven by rollovers, creating opportunities for financial advisors...
Studies reveal what’s driving IRA growth
With their growth rate expected to nearly double that of 401(k) assets in the next five years, individual retirement accounts (IRAs) continue to be a leading segment in the...
Planning Idea
New ruling on rollovers could impact your IRA clients
A recent decision by the United States Tax Court limits the number of IRA rollovers that an individual can do in a year. While the new ruling may cause...
