Fidelity Offers Roth Calculators for Advisers
With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...
Tag: Roth
Consumers Unaware of Roth Conversion Law Change
The pending law change regarding Roth IRA conversions might be right around the corner, but you couldn’t tell by many Americans’ interest level in the upcoming development.
Fidelity Adds Roth Conversion Resources
Fidelity Investments has added resources to its ongoing effort to help investors better understand whether converting their retirement nest egg into a Roth IRA is the best move...
Many Turn to Advisers for Roth Conversion Help
A Charles Schwab survey found most high-income Americans want financial advisers to help them determine if a Roth conversion is right for them.
Newkirk Unwraps Roth IRA Conversion Package
Newkirk has unveiled a Roth IRA conversion packet.
Investors Turn to Advisers for Roth Conversion Help
While many investors still do not understand the features of a Roth IRA or know about the conversion opportunity just months away, most said they would look to...
EBSA Sets Out Carrot, Stick Agenda
When it comes to employee benefit plans, there’s a new sheriff in town.
IRS Answers Questions on Taxability of Roth Conversions
In Notice 2009-75, the Internal Revenue Service provides guidance in the form of a Q&A on the tax treatment of eligible rollover distributions from qualified plans into a...
Firm Introduces Roth Conversion Package for Advisers
Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.
Most Baby Boomers Not Planning Roth Conversion
A survey commissioned by financial services company USAA found that most Baby Boomers plan to keep their traditional individual retirement accounts (IRAs) intact.
Sunwest Trust Rolls Out Individual 401(k) Services
An Albuquerque, New Mexico-based firm has launched an “Individual 401k (i401k)” for small-business owners looking for retirement plan options.
Firms Jointly Launch Roth Web Site
Convergent Retirement Plan Solutions and Archimedes Systems have jointly launched RothRetirement.com to help educate consumers about the 2010 Roth IRA conversion.
Web-Based Tool Helps Advisers Perform Roth Conversion Analyses
Convergent Retirement Plan Solutions, LLC, and Archimedes Systems, Inc., released the Roth IRA Conversion Optimizer for financial advisers.
Merrill Lynch Sees Strong Adoption of Roth 401(k)
The Merrill Lynch Retirement Group reported that among the 1,700 plans on its proprietary recordkeeping system, almost 200 (12%) had added a Roth 401(k) option as of the...
Schwab Sees Roth 401(k) Takeup Rates Rising
The number of employers offering a Roth 401(k) showed a dramatic increase between 2006 and 2007, according to data released by Charles Schwab.