The regulator also plans to continue monitoring suitability of investment recommendations, with a focus
on individual retirement account rollover recommendations to participants in employer - sponsored plans.
Second - quarter variable annuity sales data also unearthed the bifurcation between variable annuities sold
into individual retirement accounts (IRA) and variable annuities sold into nonqualified accounts.
This sweet spot is the stretch of time between when you retire from full - time work and when you have to start taking required minimum distributions from your 401 (k) plan or your traditional
individual retirement account at age 70 1/2.
The Labor Department is examining whether Wells Fargo & Co pushed participants in low - cost corporate 401 (k) plans to roll their holdings into more
expensive individual retirement accounts at the bank, according to a person familiar with the inquiry the Wall Street Journal reported on Thursday.
But then she quits her job, and an unscrupulous adviser recommends that she roll over her retirement fund into a
new individual retirement account — and that she invest the IRA in a fund with a similar expected return, but with 1.5 percentage points of costs.
These products are pretty much what we've discussed above, but besides having them available through regular taxable accounts, you can also house them in tax
advantaged individual retirement accounts (SEP IRA, Roth IRA and Traditional IRA options).
All of your questions on self directed IRAs,
other individual retirement accounts, SEP IRAs, your retirement portfolio, and more, can be expertly answered by a self directed IRA advisor.
Trevor Gerszt, CEO of CoinIRA, a company that specializes in digital
currency individual retirement accounts (IRAs), gave another reason to doubt a strong connection between the crypto slump and tax selling.
NAR will focus on capital gains tax proposals and legislation expanding homeownership, including a first - time homebuyer incentive
using individual retirement accounts (IRAs) and a revision of the current law rollover and $ 125,000 capital gains exclusion rules for existing homeowners.
With respect to futures trading in self -
directed individual retirement accounts («IRAs»), you should understand that trading futures contracts is speculative in nature and subject to risks that may be greater than those of other investment vehicles in which retirement funds may be invested.
Phrases with «individual retirement account»