Roth IRAs Archives | PLANADVISER

Data & Research

March 27th, 2025

Traditional IRAs the Destination for Rollover Dollars, Roth IRAs Capture Conversions and Contributions

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households,...

Client Service

August 23rd, 2024

Unpacking New Use of 529s to Invest in Roth IRAs

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529...

Practice Management

June 3rd, 2024

Counting on Roth

Federal retirement legislation is in part looking to Roth 401(k) savings to help pay for related incentives—but uptake may be...

Practice Management

June 3rd, 2024

Why Roth? Benefits for Plans and Participants

After many years of availability, many employers now offer a Roth 401(k) as part of their plan design—which will make...

Data & Research

March 1st, 2024

IRA Assets Climb to $13T, With Rollovers Fueling Growth

The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...

In Practice

August 22nd, 2023

With Roth Use Set to Grow, Vanguard Stresses Participant Education

The firm’s retirement head says its plan sponsor clients are ready for implementation, but participants can use more information.

In Practice

June 12th, 2023

Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0

PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for...

In Practice

April 12th, 2023

New Plans Will Need Engaged Advisers for Success in SECURE 2.0 Era

SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar.

Compliance

April 5th, 2023

What is MarylandSaves, and What Does it Do?

MarylandSaves, the state’s new auto-IRA program, has an unusual backstory and some unique features that could serve as a model...

Compliance

March 24th, 2023

Why 529 Education Savings Plans Are More Valuable Than Ever

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated...

In Practice

March 17th, 2023

The Financial Wellness Side of SECURE 2.0

Experts at a PLANADVISER webinar discuss how SECURE can push forward more than just retirement savings.

The Markets

February 24th, 2023

Fidelity: Gen Z Savers Pour Into IRAs

For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and...

The Markets

February 17th, 2023

Investment Service and Product Launches

California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.

In Practice

January 5th, 2023

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...

In Practice

December 22nd, 2022

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...

Compliance

April 12th, 2022

MyCTSavings Launch Hailed by State Leaders

Discussing the program’s launch with PLANADVISER, Connecticut Comptroller Natalie Braswell says the goal of the program is straightforward—to help ensure everyone can achieve a financially secure retirement regardless...

Data & Research

August 12th, 2020