Tag: individual retirement account (IRA)

Households are more likely to make account and investment adjustments at retirement and in the five years following, than in the five years before.

Rollovers into traditional individual retirement accounts (IRAs) are playing an important role as households consolidate retirement assets.

Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit, according to the Internal Revenue Service (IRS).

While Baby Boomers participating in pension plans may feel more flexibility around their expected retirement date, nearly half still expect to retire with debt.

A record number of consumers (46%) are considering financial resolutions, according to Fidelity Investments’ fourth annual New Year Financial Resolutions Study.

The 2008 stock market crash wiped out trillions of dollars in defined contribution (DC) retirement accounts.

Individual retirement account (IRA) assets reached $5 trillion in the first quarter of 2012, according to research from Cerulli Associates.

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

The Department of Labor’s (DOL’s) re-proposal of the definition of fiduciary is another indication that fiduciary responsibilities are increasing, and broker/dealers in particular could be impacted.

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

A report published by the Social Security Administration (SSA) contends the Census Bureau should adapt its retirement income measures to the changing retirement landscape.

 The average contribution to Fidelity Individual Retirement Accounts (IRAs) hit $3,930 in tax year 2011, up nearly 15% from 2007.   

Millennium Trust Company’s Savings Plus IRA has been added to MassMutual’s rollover solutions for retirement plan participants and existing individual retirement account (IRA) holders.

 Mercer's Outsourcing business selected Millennium Trust Co. as the exclusive provider for its clients' automatic IRA distribution needs.   

Assets in employer-sponsored retirement plans, IRAs and annuities totaled $17.9 trillion at year-end 2011, up slightly from 2010, according to the Investment Company Institute (ICI).

More advisers should be bound by the Employee Retirement Income Security Act (ERISA) fiduciary standard, a survey found. 

New research shows that most investors ages 21 to 50 are generally familiar with the tax advantages of IRAs and have used them to save for retirement.