Five ways for an advisor to improve IRA business

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 working with clients who are deciding what to do with their 401(k) assets. Here are five ideas that advisors may use to try to grow their

Studies reveal what’s driving IRA growth

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 retirement industry. Here are some highlights of the growing IRA market: 1. The traditional IRA represents the largest share of U.S. retirement assets. In a 2014

Deadline to undo a Roth conversion is approaching

Deadline to undo a Roth conversion is approaching

With an October 15 deadline to “undo” a Roth IRA conversion, now is an opportune time to reach out to clients who may want to reverse that transaction. Clients who converted a traditional IRA to a Roth IRA in 2012 have until October 15, 2013, to reverse or “recharacterize” the conversion, transferring the assets back