Tag: Roth

 Fidelity Investments said it experienced significant year-over-year increases in IRA contributions and new account openings for Traditional, Roth and Rollover IRA accounts during the first four months of...

A new Senate proposal would allow certain employees to roll over amounts from their (401)k retirement plans to a Roth savings account.

While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.

A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA in 2010, down sharply from the 23% seen a year earlier.

A new survey finds more Baby Boomers are aware of their ability to convert individual retirement account (IRA) assets to a Roth IRA, but few intend to do...

Participants were more likely to gain access to advice last year – but the pace of expansion was slow.

Putnam Investments is making its interactive Roth IRA Conversion Evaluator available to both advisers and their clients.

A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have...

A Fidelity Investments study found 40% of investors working with tax advisers are now eligible for Roth IRA conversions, and more than a third (35%) are expected to...

Schwab is making additional resources and tools available to investors, independent investment adviser clients, and 401(k) plan participants designed to help navigate Roth IRA conversion decisions.

A bill making its way through the U.S. Senate could make it possible to do a conversion to a Roth IRA within 401(k) plans.

Archimedes Systems, Inc., and Convergent Retirement Plan Solutions LLC announced the launch of RothProfessional.com, a Web portal to aid advisers with Roth individual retirement account (IRA) conversions.

Wealth Management Systems Inc. (WMSI) now offers Roth IRAs to participants rolling over their retirement savings.

Nuveen Investments announced its online 2010 Roth IRA Conversion Center is now available to advisers and investors.

Putnam Investments has launched a new Roth IRA Conversion Resource Center for financial advisers.

TD AMERITRADE said it unveiled new IRA-focused tools and resources to help investors and their advisers better understand how the new Roth IRA rules might impact their retirement...

Converting from a traditional IRA to a Roth IRA might come with a hefty price, according to a new analysis by the National Center for Policy Analysis (NCPA).

TD AMERITRADE said its recent survey found there is no mad dash by investors to convert retirement savings to a Roth IRA when a new rule becomes effective...

SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.