Practice Management
Recordkeepers Beat Out External Managers for IRA Rollovers
While new research finds recordkeepers took the lead for overall rollover count in 2022, IRA providers outside of employer retirement plans kept their dominance for accounts of $250,000 or more.
Practice Management
Trends
Behind Robinhood’s Retirement Push
Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of American investors. She’s getting the chance with an IRA aimed at the gig economy.
Tax-Saving Opportunity
Investors might consider a Roth conversion now.
The Coronavirus Crash Tax Diversification Opportunity
Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is the chance to create greater tax diversification in retirement portfolios.
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.